Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) | 19.60% | 28.15% | 11.60% | 1.67% | 4.22% | 4.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) | 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 | 28.15 | 11.60 | 1.67 | 4.22 | 4.62 | NA | … | … | 19.60 | 5.16 | 2.81 | 5.82 | -15.33 | -2.32 | 9.09 | 14.29 | -7.22 | 9.42 | 10.72 | -4.93 | 5.27 | 1.84 | 10.23 | 10.07 | 12.59 | 11.16 |
| Sharpe Ratio | NA | 2.99 | 0.98 | -0.07 | 0.30 | NA | NA | … | … | 4.48 | 0.29 | -0.43 | 0.21 | -1.52 | -0.18 | 0.69 | 2.49 | -1.37 | 1.97 | 1.49 | -0.72 | 1.07 | 0.25 | 1.75 | 1.29 | 1.77 | 2.34 |
| Standard Deviation(%) | NA | 8.85 | 8.87 | 10.11 | 9.04 | NA | NA | … | … | 11.79 | 8.17 | 8.76 | 7.64 | 11.02 | 12.84 | 12.82 | 5.17 | 6.25 | 4.47 | 7.04 | 6.87 | 4.90 | 7.15 | 5.85 | 7.77 | 7.05 | 8.62 |
| Draw Down(%) | NA | 4.09 | 11.10 | 27.94 | 27.94 | NA | NA | … | … | 4.09 | 9.45 | 7.39 | 7.35 | 18.50 | 13.26 | 20.29 | 2.77 | 9.51 | 3.04 | 4.03 | 10.65 | 4.39 | 8.79 | 3.83 | 5.47 | 5.28 | 3.29 |
| Yield(%) | 0.00 | 3.31 | 5.87 | 4.80 | 5.12 | 5.36 | 5.22 | … | … | 0.00 | 3.32 | 12.25 | 2.05 | 0.00 | 12.63 | 0.99 | 11.49 | 0.00 | 6.71 | 8.42 | 5.95 | 7.50 | 7.36 | 5.27 | 4.01 | 6.27 | 5.57 |
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 |
|---|---|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) |
-5.21%
Aug 2021 – Aug 2024 |
-1.18%
May 2018 – May 2023 |
1.13%
Oct 2013 – Oct 2023 |
3.54%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) |
12.60%
Jan 2010 – Jan 2013 |
9.43%
Jul 2009 – Jul 2014 |
6.34%
Jul 2009 – Jul 2019 |
4.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart