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BRCBX: Invesco Balanced Risk Commodity Strat B (MUTUAL FUND)
Basic Info
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/13/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.98% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.0 | 1.9 | 0.9 | -4.2 | -2.2 | 3.7 | 10.7 | -17.4 | -16.7 | -14.7 | 2.6 | -9.1 | 7.0 |
| SR | NA | -0.18 | -0.19 | -0.71 | -0.42 | -1.58 | 0.33 | 0.88 | -1.51 | -1.77 | -1.09 | 0.15 | -0.46 | 11.28 |
| DD(%) | NA | 13.7 | 21.4 | 45.4 | 51.3 | 4.0 | 13.7 | 7.7 | 18.2 | 19.6 | 19.5 | 14.2 | 20.1 | 1.4 |
| SD(%) | NA | 10.2 | 11.3 | 11.5 | 13.8 | 17.2 | 9.6 | 11.9 | 11.5 | 9.4 | 13.5 | 17.2 | 19.9 | 11.9 |
| TR | NA | -0.03 | -0.04 | -0.14 | -0.09 | 4.3 | 0.05 | 0.19 | -0.33 | -0.27 | -0.15 | 0.03 | -0.12 | 1.73 |
| Alpha(%) | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.11 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | -0.03 | 0.12 |
| Beta(%) | NA | 0.58 | 0.56 | 0.6 | 0.68 | -0.06 | 0.61 | 0.55 | 0.53 | 0.62 | 0.97 | 0.83 | 0.77 | 0.77 |
| RS | NA | 0.48 | 0.63 | 0.58 | 0.58 | 0.0 | 0.63 | 0.68 | 0.66 | 0.58 | 0.58 | 0.52 | 0.65 | 0.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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