Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRCX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS C) | 19.47% | 27.54% | 11.04% | 1.09% | 3.65% | 4.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRCX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS C) | 06/05/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.54 | 11.04 | 1.09 | 3.65 | 4.07 | NA | … | … | 19.47 | 5.15 | 2.32 | 5.30 | -15.67 | -3.25 | 8.48 | 13.78 | -7.72 | 8.83 | 10.25 | -5.43 | 4.78 | 1.29 | 9.70 | 9.50 | 12.49 | 10.80 |
| Sharpe Ratio | NA | 2.93 | 0.92 | -0.12 | 0.24 | NA | NA | … | … | 4.46 | 0.29 | -0.49 | 0.14 | -1.55 | -0.25 | 0.64 | 2.38 | -1.43 | 1.85 | 1.43 | -0.80 | 0.96 | 0.18 | 1.67 | 1.22 | 1.76 | 2.25 |
| Standard Deviation(%) | NA | 8.85 | 8.87 | 10.21 | 9.12 | NA | NA | … | … | 11.77 | 8.02 | 8.77 | 7.60 | 11.02 | 13.23 | 12.92 | 5.19 | 6.34 | 4.46 | 7.01 | 6.79 | 4.98 | 7.08 | 5.84 | 7.75 | 7.05 | 8.66 |
| Draw Down(%) | NA | 4.08 | 11.31 | 28.56 | 28.56 | NA | NA | … | … | 4.08 | 9.43 | 7.54 | 7.48 | 18.76 | 13.71 | 20.34 | 2.77 | 9.89 | 3.12 | 4.13 | 10.91 | 4.49 | 8.92 | 3.95 | 5.52 | 5.30 | 3.39 |
| Yield(%) | 0.00 | 2.84 | 5.53 | 4.58 | 4.85 | 5.05 | 4.92 | … | … | 0.00 | 2.84 | 12.20 | 1.48 | 0.00 | 12.34 | 0.41 | 11.20 | 0.00 | 6.85 | 8.00 | 5.50 | 7.05 | 7.46 | 5.03 | 3.86 | 6.50 | 5.52 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ABRCX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS C) |
-5.84%
Aug 2021 – Aug 2024 |
-1.76%
May 2018 – May 2023 |
0.59%
Oct 2013 – Oct 2023 |
2.99%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRCX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS C) |
12.18%
Jan 2010 – Jan 2013 |
9.00%
Jul 2009 – Jul 2014 |
5.87%
Jul 2009 – Jul 2019 |
4.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart