Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAEBX (INVESCO GROWTH ALLOCATION FUND CLASS B) | NA | 17.90% | 7.00% | 7.21% | 4.41% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAEBX (INVESCO GROWTH ALLOCATION FUND CLASS B) | 06/17/2004 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 17.90 | 7.00 | 7.21 | 4.41 | NA | NA | … | … | 4.91 | 14.96 | 8.23 | -5.40 | 3.56 | 14.42 | 13.73 | -1.80 | 12.02 | 30.20 | -41.00 | 6.89 | 15.77 | 9.49 | 10.30 |
| Sharpe Ratio | NA | 3.45 | 0.75 | 0.80 | 0.25 | NA | NA | … | … | 20.43 | 2.90 | 0.76 | -0.52 | 0.47 | 1.65 | 1.37 | -0.11 | 0.80 | 1.23 | -1.10 | 0.24 | 1.08 | 0.76 | 1.87 |
| Standard Deviation(%) | NA | 4.99 | 8.97 | 8.69 | 17.30 | NA | NA | … | … | 4.63 | 4.96 | 10.52 | 10.50 | 7.59 | 8.69 | 10.07 | 16.88 | 14.99 | 24.38 | 37.86 | 15.90 | 11.59 | 9.66 | 9.94 |
| Draw Down(%) | NA | 1.64 | 16.39 | 16.39 | 52.70 | NA | NA | … | … | 0.25 | 1.64 | 8.02 | 12.40 | 6.91 | 7.98 | 9.19 | 15.51 | 12.23 | 24.46 | 51.63 | 10.72 | 12.21 | 6.98 | 8.57 |
| Yield(%) | 0.00 | 1.19 | 0.75 | 0.93 | 1.38 | 1.86 | 1.39 | … | … | 0.00 | 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 01/26/2018, 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 |
|---|---|---|---|---|
| AAEBX (INVESCO GROWTH ALLOCATION FUND CLASS B) |
-16.10%
Feb 2006 – Feb 2009 |
-3.37%
May 2007 – May 2012 |
1.96%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAEBX (INVESCO GROWTH ALLOCATION FUND CLASS B) |
22.42%
Feb 2009 – Feb 2012 |
17.30%
Feb 2009 – Feb 2014 |
6.11%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart