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BRCNX: Invesco Balanced Risk Cmdty Strat Instl (MUTUAL FUND)
Basic Info 7.2 0.11(1.50%) January 15
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/13/2019 |
| 12-Mo. Yield | 0.03% |
| Expenses | 0.98% |
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Performance Analytics (As of 01/15/2021)
| 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(%) | 0.8 | 2.9 | 11.8 | 0.6 | 4.5 | -3.6 | -2.9 | 8.0 | 4.5 | -12.0 | 4.9 | 12.0 | -16.5 | -15.8 | -13.9 | 3.6 | -8.1 | 7.1 |
| SR | NA | 5.69 | 0.61 | -0.03 | 0.3 | -0.29 | -0.24 | 0.41 | 0.32 | -1.37 | 0.45 | 0.99 | -1.44 | -1.66 | -1.04 | 0.21 | -0.41 | 11.85 |
| DD(%) | NA | 1.5 | 29.5 | 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 | 18.2 | 19.0 | 13.5 | 12.5 | 13.6 | 13.6 | 18.8 | 9.4 | 9.7 | 9.5 | 11.9 | 11.4 | 9.5 | 13.5 | 17.2 | 19.9 | 11.5 |
| TR | NA | 1.55 | 0.16 | -0.01 | 0.06 | -0.06 | -0.05 | 0.1 | 0.05 | -0.24 | 0.07 | 0.21 | -0.31 | -0.25 | -0.14 | 0.04 | -0.1 | 1.79 |
| Alpha(%) | NA | 0.02 | 0.05 | 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 | 0.67 | 0.74 | 0.67 | 0.64 | 0.67 | 0.68 | 0.74 | 0.62 | 0.55 | 0.61 | 0.55 | 0.52 | 0.63 | 0.97 | 0.83 | 0.78 | 0.76 |
| RS | NA | 0.54 | 0.73 | 0.72 | 0.7 | 0.63 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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