Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) | 11.46% | 22.72% | 14.59% | 4.09% | 5.99% | 5.81% | 4.71% | … | … |
Data as of 06/04/2026, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) | 06/17/2004 | 06/04/2026 |
| 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 (%) | 0.82 | 22.72 | 14.59 | 4.09 | 5.99 | 5.81 | 4.71 | … | … | 11.46 | 15.18 | 9.31 | 13.20 | -22.41 | 7.90 | 1.42 | 20.31 | -8.51 | 15.42 | 8.82 | -4.87 | 4.11 | 15.10 | 14.32 | -1.31 | 12.62 | 30.79 | -40.43 | 7.51 | 16.34 | 10.00 | 10.54 |
| Sharpe Ratio | NA | 1.92 | 0.99 | 0.12 | 0.31 | NA | NA | … | … | 2.00 | 0.91 | 0.57 | 0.98 | -1.33 | 0.69 | 0.04 | 2.16 | -0.92 | 3.01 | 0.81 | -0.47 | 0.54 | 1.71 | 1.42 | -0.08 | 0.84 | 1.25 | -1.09 | 0.28 | 1.12 | 0.81 | 1.92 |
| Standard Deviation(%) | NA | 10.69 | 11.57 | 12.94 | 14.15 | NA | NA | … | … | 12.83 | 13.53 | 9.98 | 9.83 | 18.02 | 11.40 | 28.73 | 8.73 | 10.82 | 4.93 | 10.58 | 10.48 | 7.59 | 8.79 | 10.10 | 16.86 | 14.98 | 24.50 | 37.96 | 15.89 | 11.57 | 9.59 | 9.92 |
| Draw Down(%) | NA | 7.87 | 13.71 | 30.31 | 31.28 | NA | NA | … | … | 7.87 | 13.71 | 5.97 | 10.18 | 25.54 | 8.25 | 31.28 | 4.88 | 15.96 | 1.56 | 7.96 | 12.21 | 6.83 | 7.91 | 9.04 | 15.31 | 12.17 | 24.44 | 51.48 | 10.70 | 12.08 | 6.88 | 8.47 |
| Yield(%) | 0.00 | 4.24 | 3.91 | 2.29 | 3.21 | 3.14 | 2.91 | … | … | 0.00 | 4.44 | 4.45 | 2.32 | 0.96 | 1.33 | 1.48 | 10.43 | 1.91 | 1.79 | 0.95 | 1.23 | 1.57 | 1.47 | 2.67 | 1.80 | 1.82 | 1.63 | 4.82 | 3.93 | 3.97 | 1.57 | 0.46 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) |
-15.55%
Feb 2006 – Feb 2009 |
-2.79%
May 2007 – May 2012 |
1.72%
Oct 2013 – Oct 2023 |
1.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) |
23.05%
Feb 2009 – Feb 2012 |
17.92%
Feb 2009 – Feb 2014 |
10.86%
Feb 2009 – Feb 2019 |
7.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart