Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAESX (Invesco Growth Allocation Fund Class R6) | 8.72% | 20.36% | 14.25% | 6.08% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAESX (Invesco Growth Allocation Fund Class R6) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 20.36 | 14.25 | 6.08 | NA | NA | NA | … | … | 8.72 | 15.82 | 10.01 | 13.86 | -18.52 | 14.06 | 12.19 | 21.46 | -7.96 | 11.24 |
| Sharpe Ratio | NA | 1.98 | 1.05 | 0.32 | NA | NA | NA | … | … | 2.05 | 0.96 | 0.64 | 1.05 | -1.12 | 1.28 | 0.44 | 2.28 | -0.86 | 3.04 |
| Standard Deviation(%) | NA | 10.74 | 11.59 | 12.81 | NA | NA | NA | … | … | 12.83 | 13.58 | 10.01 | 9.80 | 17.82 | 10.93 | 26.83 | 8.75 | 10.87 | 4.86 |
| Draw Down(%) | NA | 7.79 | 13.63 | 26.37 | NA | NA | NA | … | … | 7.79 | 13.63 | 5.99 | 10.06 | 25.16 | 5.11 | 31.21 | 4.90 | 15.53 | 1.47 |
| Yield(%) | 0.00 | 4.20 | 4.31 | 4.29 | 5.42 | 3.61 | 2.71 | … | … | 0.00 | 4.40 | 5.64 | 2.30 | 4.75 | 7.25 | 11.86 | 11.49 | 2.49 | 2.38 |
Data as of 06/05/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAESX (Invesco Growth Allocation Fund Class R6) |
-0.05%
Apr 2021 – Apr 2024 |
2.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAESX (Invesco Growth Allocation Fund Class R6) |
15.83%
Dec 2018 – Dec 2021 |
10.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart