Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRBX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS B) | NA | 9.33% | 4.28% | 3.88% | NA | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRBX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS B) | 06/05/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 9.33 | 4.28 | 3.88 | NA | NA | NA | … | … | 1.54 | 8.94 | 10.14 | -5.43 | 4.78 | 1.29 | 9.70 | 9.40 | 12.42 | 10.80 |
| Sharpe Ratio | NA | 1.98 | 0.64 | 0.59 | NA | NA | NA | … | … | 7.24 | 1.87 | 1.41 | -0.80 | 0.95 | 0.18 | 1.68 | 1.21 | 1.75 | 2.24 |
| Standard Deviation(%) | NA | 4.38 | 6.21 | 6.17 | NA | NA | NA | … | … | 3.17 | 4.46 | 7.03 | 6.80 | 5.00 | 7.09 | 5.81 | 7.73 | 7.04 | 8.70 |
| Draw Down(%) | NA | 3.12 | 13.27 | 13.27 | NA | NA | NA | … | … | 0.29 | 3.12 | 4.13 | 11.00 | 4.49 | 8.84 | 3.87 | 5.52 | 5.30 | 3.39 |
| Yield(%) | 0.00 | 6.78 | 6.16 | 6.19 | 6.10 | 4.07 | 3.05 | … | … | 0.00 | 6.85 | 8.00 | 5.50 | 7.05 | 7.46 | 5.03 | 3.86 | 6.35 | 5.52 |
Data as of 01/26/2018, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRBX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS B) |
-0.66%
Jan 2013 – Jan 2016 |
2.82%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRBX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS B) |
12.12%
Jan 2010 – Jan 2013 |
8.96%
Jul 2009 – Jul 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart