Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADCX (INVESCO GROWTH ALLOCATION FUND CLASS C) | 8.17% | 19.10% | 12.97% | 2.97% | 5.15% | 5.07% | 4.03% | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADCX (INVESCO GROWTH ALLOCATION FUND CLASS C) | 06/17/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 19.10 | 12.97 | 2.97 | 5.15 | 5.07 | 4.03 | … | … | 8.17 | 14.64 | 8.80 | 12.58 | -22.82 | 7.27 | 0.82 | 19.69 | -8.96 | 14.94 | 8.23 | -5.39 | 3.57 | 14.51 | 13.73 | -1.79 | 12.02 | 30.19 | -40.73 | 6.97 | 15.78 | 9.40 | 10.19 |
| Sharpe Ratio | NA | 1.87 | 0.94 | 0.07 | 0.27 | NA | NA | … | … | 1.95 | 0.87 | 0.52 | 0.92 | -1.35 | 0.64 | 0.02 | 2.09 | -0.96 | 2.89 | 0.76 | -0.52 | 0.47 | 1.65 | 1.38 | -0.11 | 0.80 | 1.23 | -1.10 | 0.24 | 1.07 | 0.74 | 1.84 |
| Standard Deviation(%) | NA | 10.67 | 11.57 | 12.94 | 14.15 | NA | NA | … | … | 12.77 | 13.57 | 10.01 | 9.77 | 18.02 | 11.37 | 28.76 | 8.72 | 10.81 | 4.97 | 10.55 | 10.51 | 7.61 | 8.76 | 10.00 | 16.87 | 14.98 | 24.43 | 37.94 | 15.92 | 11.60 | 9.62 | 9.93 |
| Draw Down(%) | NA | 7.91 | 13.78 | 30.64 | 31.32 | NA | NA | … | … | 7.91 | 13.78 | 6.03 | 10.26 | 25.81 | 8.31 | 31.32 | 4.92 | 16.37 | 1.64 | 8.02 | 12.39 | 6.91 | 7.98 | 9.19 | 15.51 | 12.23 | 24.46 | 51.63 | 10.72 | 12.15 | 6.98 | 8.57 |
| Yield(%) | 0.00 | 4.32 | 3.58 | 1.96 | 2.75 | 2.57 | 2.43 | … | … | 0.00 | 4.50 | 3.41 | 2.35 | 0.67 | 0.75 | 1.18 | 9.97 | 1.40 | 1.21 | 0.37 | 0.69 | 1.03 | 0.99 | 2.12 | 0.89 | 1.34 | 0.84 | 4.85 | 3.45 | 3.54 | 1.21 | 0.30 |
Data as of 06/05/2026, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADCX (INVESCO GROWTH ALLOCATION FUND CLASS C) |
-15.97%
Feb 2006 – Feb 2009 |
-3.29%
May 2007 – May 2012 |
1.20%
Oct 2013 – Oct 2023 |
0.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADCX (INVESCO GROWTH ALLOCATION FUND CLASS C) |
22.42%
Feb 2009 – Feb 2012 |
17.31%
Feb 2009 – Feb 2014 |
10.30%
Feb 2009 – Feb 2019 |
7.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart