Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADYX (INVESCO GROWTH ALLOCATION FUND CLASS Y) | 11.63% | 23.32% | 15.17% | 4.62% | 6.52% | 6.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADYX (INVESCO GROWTH ALLOCATION FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 23.32 | 15.17 | 4.62 | 6.52 | 6.34 | NA | … | … | 11.63 | 15.85 | 9.80 | 13.75 | -21.98 | 8.46 | 1.88 | 20.91 | -8.10 | 16.07 | 9.38 | -4.41 | 4.66 | 15.59 | 14.89 | -0.77 | 13.18 | 31.47 | -0.62 |
| Sharpe Ratio | NA | 1.98 | 1.04 | 0.16 | 0.35 | NA | NA | … | … | 2.04 | 0.96 | 0.62 | 1.03 | -1.30 | 0.74 | 0.06 | 2.22 | -0.88 | 3.12 | 0.87 | -0.42 | 0.61 | 1.78 | 1.48 | -0.05 | 0.87 | 1.28 | -0.05 |
| Standard Deviation(%) | NA | 10.69 | 11.58 | 12.94 | 14.14 | NA | NA | … | … | 12.81 | 13.54 | 10.00 | 9.84 | 18.03 | 11.32 | 28.73 | 8.74 | 10.80 | 4.96 | 10.52 | 10.50 | 7.57 | 8.72 | 10.11 | 16.92 | 15.02 | 24.48 | 63.73 |
| Draw Down(%) | NA | 7.82 | 13.64 | 29.94 | 31.23 | NA | NA | … | … | 7.82 | 13.64 | 5.99 | 10.08 | 25.19 | 8.19 | 31.23 | 4.87 | 15.59 | 1.62 | 7.89 | 11.98 | 6.87 | 7.88 | 8.94 | 15.19 | 12.10 | 24.41 | 26.65 |
| Yield(%) | 0.00 | 4.23 | 4.26 | 2.64 | 3.72 | 3.73 | 4.45 | … | … | 0.00 | 4.44 | 5.46 | 2.32 | 1.37 | 1.89 | 1.98 | 11.02 | 2.43 | 2.36 | 1.51 | 1.76 | 2.11 | 1.96 | 3.24 | 2.68 | 2.31 | 2.44 | 7.93 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADYX (INVESCO GROWTH ALLOCATION FUND CLASS Y) |
-4.82%
Dec 2019 – Dec 2022 |
-0.86%
Dec 2017 – Dec 2022 |
2.23%
Oct 2013 – Oct 2023 |
5.23%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADYX (INVESCO GROWTH ALLOCATION FUND CLASS Y) |
23.59%
Feb 2009 – Feb 2012 |
18.47%
Feb 2009 – Feb 2014 |
11.39%
Feb 2009 – Feb 2019 |
8.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart