Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRIX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R5) | 19.86% | 28.66% | 12.17% | 2.30% | 4.81% | 5.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRIX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R5) | 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 (%) | -0.10 | 28.66 | 12.17 | 2.30 | 4.81 | 5.21 | NA | … | … | 19.86 | 5.22 | 3.52 | 6.28 | -14.80 | -1.32 | 9.55 | 14.98 | -6.73 | 10.04 | 11.32 | -4.38 | 5.85 | 2.29 | 10.87 | 10.54 | 13.28 | 11.52 |
| Sharpe Ratio | NA | 3.09 | 1.06 | 0.00 | 0.37 | NA | NA | … | … | 4.57 | 0.30 | -0.35 | 0.27 | -1.47 | -0.11 | 0.72 | 2.63 | -1.28 | 2.11 | 1.57 | -0.64 | 1.20 | 0.32 | 1.86 | 1.37 | 1.85 | 2.44 |
| Standard Deviation(%) | NA | 8.81 | 8.82 | 10.01 | 9.00 | NA | NA | … | … | 11.82 | 8.14 | 8.70 | 7.70 | 11.03 | 12.50 | 12.88 | 5.16 | 6.33 | 4.48 | 7.07 | 6.84 | 4.87 | 7.17 | 5.87 | 7.69 | 7.11 | 8.53 |
| Draw Down(%) | NA | 4.15 | 10.86 | 27.24 | 27.24 | NA | NA | … | … | 4.15 | 9.36 | 7.36 | 7.27 | 18.13 | 12.83 | 20.24 | 2.76 | 9.04 | 3.05 | 3.92 | 10.32 | 4.36 | 8.80 | 3.63 | 5.41 | 5.17 | 3.19 |
| Yield(%) | 0.00 | 3.72 | 6.17 | 4.98 | 5.38 | 5.68 | 5.55 | … | … | 0.00 | 3.74 | 12.22 | 2.58 | 0.00 | 12.79 | 1.56 | 11.78 | 0.00 | 6.55 | 8.89 | 6.44 | 7.95 | 7.26 | 5.54 | 4.17 | 6.39 | 5.62 |
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 |
|---|---|---|---|---|
| ABRIX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R5) |
-4.52%
Aug 2021 – Aug 2024 |
-0.55%
May 2018 – May 2023 |
1.73%
Oct 2013 – Oct 2023 |
4.11%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRIX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R5) |
13.20%
Jan 2010 – Jan 2013 |
10.03%
Jul 2009 – Jul 2014 |
6.92%
Jul 2009 – Jul 2019 |
5.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart