Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) | 7.54% | 8.28% | 5.77% | 2.65% | 3.60% | 5.21% | 4.09% | 4.63% |
Data as of 07/31/2025, AR inception is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADRX (INVESCO GROWTH ALLOCATION FUND CLASS R) | 06/17/2004 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 8.28 | 5.77 | 2.65 | 3.60 | 5.21 | 4.09 | 4.63 | 7.54 | 7.03 | 11.59 | -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 | 0.60 | 0.29 | 0.07 | 0.16 | NA | NA | 0.22 | 0.81 | 0.04 | 0.73 | -1.33 | 0.69 | 0.04 | 2.17 | -0.91 | 3.01 | 0.81 | -0.47 | 0.54 | 1.71 | 1.43 | -0.08 | 0.84 | 1.25 | -1.09 | 0.29 | 1.14 | 0.82 | 1.92 |
| Standard Deviation(%) | NA | 14.23 | 12.77 | 13.98 | 14.25 | NA | NA | 16.00 | 16.03 | 10.24 | 10.10 | 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 | 15.37 | 15.37 | 30.31 | 31.28 | NA | NA | 55.93 | 13.71 | 6.01 | 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 | 2.05 | 1.33 | 1.34 | 2.40 | 2.90 | 2.72 | 3.02 | 0.00 | 2.19 | 0.72 | 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 07/31/2025, AR inception 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 |
7.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart