Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACCDX (INVESCO CORPORATE BOND FUND CLASS B) | NA | 5.63% | 3.58% | 4.14% | 5.29% | 4.97% | 4.14% | 4.26% |
Data as of 01/26/2018, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACCDX (INVESCO CORPORATE BOND FUND CLASS B) | 06/20/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 5.63 | 3.58 | 4.14 | 5.29 | 4.97 | 4.14 | 4.26 | -0.54 | 2.92 | 4.20 | -5.21 | 3.85 | -3.84 | 7.04 | 1.49 | 3.38 | 14.24 | -13.00 | -0.15 | -0.91 | -2.07 | -0.15 | 3.68 | -2.69 | 2.92 | 0.77 | -9.14 | 0.42 | 3.21 | 3.00 |
| Sharpe Ratio | NA | -6.20 | -6.57 | -5.78 | -3.74 | NA | NA | -3.62 | -3.45 | -5.66 | -8.20 | -5.48 | -4.51 | -5.38 | -3.48 | -3.29 | -2.80 | -0.63 | -3.62 | -5.17 | -7.22 | -6.82 | -5.26 | -3.86 | -4.89 | -4.06 | -5.64 | -2.59 | -0.58 | -0.07 | 0.42 |
| Standard Deviation(%) | NA | 2.80 | 3.63 | 3.69 | 5.11 | NA | NA | 4.71 | 2.40 | 2.90 | 3.64 | 4.33 | 3.25 | 4.16 | 3.34 | 5.18 | 5.44 | 6.89 | 8.96 | 4.31 | 3.23 | 3.39 | 3.75 | 4.05 | 4.59 | 4.59 | 3.97 | 4.78 | 4.97 | 4.70 | 5.36 |
| Draw Down(%) | NA | 2.13 | 8.98 | 8.98 | 20.97 | NA | NA | 27.42 | 0.81 | 2.00 | 4.55 | 7.51 | 2.43 | 7.85 | 1.56 | 4.72 | 4.76 | 6.57 | 21.56 | 4.22 | 4.37 | 4.82 | 5.81 | 5.95 | 8.28 | 3.09 | 5.26 | 9.28 | 4.16 | 4.44 | 2.78 |
| Yield(%) | 0.00 | 3.65 | 3.59 | 3.75 | 4.23 | 4.18 | 3.67 | 3.72 | 0.00 | 3.66 | 3.82 | 3.69 | 4.09 | 3.79 | 4.26 | 4.35 | 4.33 | 5.36 | 4.19 | 4.02 | 3.89 | 3.79 | 4.24 | 3.25 | 5.40 | 5.59 | 5.78 | 0.42 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCDX (INVESCO CORPORATE BOND FUND CLASS B) |
-3.33%
Oct 2005 - Oct 2008 |
-0.78%
Oct 2003 - Oct 2008 |
1.08%
Oct 1998 - Oct 2008 |
3.42%
Nov 1996 - Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACCDX (INVESCO CORPORATE BOND FUND CLASS B) |
14.50%
Oct 2008 - Oct 2011 |
10.89%
Oct 2008 - Oct 2013 |
5.85%
Oct 2002 - Oct 2012 |
5.58%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart