Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) | 1.32% | -2.95% | 1.64% | 0.49% | 1.92% | 3.67% | NA | 4.35% |
Data as of 07/16/2025, AR inception is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRRX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R) | 06/05/2009 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | -2.95 | 1.64 | 0.49 | 1.92 | 3.67 | NA | 4.35 | 1.32 | 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 | -0.60 | -0.18 | -0.14 | 0.07 | NA | NA | 0.42 | 0.03 | -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 | 9.21 | 8.77 | 9.94 | 8.87 | NA | NA | 8.15 | 8.59 | 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 | 11.10 | 12.78 | 27.94 | 27.94 | NA | NA | 27.94 | 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 | 11.33 | 4.66 | 5.41 | 5.27 | 5.87 | 5.09 | 6.36 | 0.00 | 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 07/16/2025, AR inception 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 |
3.56%
Apr 2010 - Apr 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 |
4.47%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart