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BRCNX: Invesco Balanced Risk Cmdty Strat Instl (MUTUAL FUND)
Basic Info 8.12 0.18(2.17%) May 13
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/13/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.98% |
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Performance Analytics (As of 05/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 16.0 | 64.0 | 4.0 | 4.3 | -2.3 | -1.7 | 8.0 | 4.5 | -12.0 | 4.9 | 12.0 | -16.5 | -15.8 | -13.9 | 3.6 | -8.1 | 7.1 |
| SR | NA | 4.25 | 4.83 | 0.29 | 0.32 | -0.18 | -0.14 | 0.41 | 0.32 | -1.37 | 0.45 | 0.99 | -1.44 | -1.66 | -1.04 | 0.21 | -0.41 | 11.85 |
| DD(%) | NA | 6.6 | 6.6 | 37.8 | 37.8 | 59.7 | 59.7 | 31.0 | 8.2 | 15.3 | 13.3 | 7.4 | 17.6 | 19.2 | 19.2 | 14.0 | 20.1 | 1.3 |
| SD(%) | NA | 14.6 | 13.7 | 14.0 | 12.6 | 13.5 | 13.7 | 18.8 | 9.4 | 9.7 | 9.5 | 11.9 | 11.4 | 9.5 | 13.5 | 17.2 | 19.9 | 11.5 |
| TR | NA | 1.08 | 1.07 | 0.06 | 0.06 | -0.04 | -0.03 | 0.1 | 0.05 | -0.24 | 0.07 | 0.21 | -0.31 | -0.25 | -0.14 | 0.04 | -0.1 | 1.79 |
| Alpha(%) | NA | 0.03 | 0.07 | 0.01 | 0.0 | 0.0 | 0.0 | 0.05 | -0.01 | -0.03 | 0.01 | 0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.02 | 0.13 |
| Beta(%) | NA | 0.58 | 0.62 | 0.66 | 0.64 | 0.67 | 0.67 | 0.74 | 0.62 | 0.55 | 0.61 | 0.55 | 0.52 | 0.63 | 0.97 | 0.83 | 0.78 | 0.76 |
| RS | NA | 0.58 | 0.61 | 0.71 | 0.69 | 0.62 | 0.63 | 0.74 | 0.79 | 0.68 | 0.63 | 0.68 | 0.67 | 0.58 | 0.59 | 0.51 | 0.66 | 0.62 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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