Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACPSX (INVESCO CORE PLUS BOND FUND CLASS A) | 0.12% | 5.23% | 4.90% | -0.13% | 1.72% | 2.56% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACPSX (INVESCO CORE PLUS BOND FUND CLASS A) | 06/04/2009 | 06/03/2026 |
| 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 | 5.23 | 4.90 | -0.13 | 1.72 | 2.56 | NA | … | … | 0.12 | 6.67 | 3.25 | 6.13 | -14.67 | -1.57 | 6.21 | 11.27 | -2.71 | 5.01 | 4.48 | 0.27 | 7.00 | -0.41 | 7.96 | 5.42 | 6.37 | 5.10 |
| Sharpe Ratio | NA | 0.81 | 0.41 | -0.47 | 0.04 | NA | NA | … | … | -0.41 | 0.88 | -0.07 | 0.36 | -2.32 | -0.51 | 0.90 | 3.15 | -1.51 | 1.55 | 1.49 | 0.07 | 0.19 | -0.14 | 3.33 | 1.44 | 1.68 | 2.39 |
| Standard Deviation(%) | NA | 3.82 | 5.22 | 5.57 | 4.82 | NA | NA | … | … | 4.15 | 4.31 | 5.18 | 6.90 | 6.95 | 3.11 | 6.58 | 3.11 | 2.73 | 2.81 | 2.86 | 3.47 | 36.65 | 3.27 | 2.39 | 3.75 | 3.73 | 3.72 |
| Draw Down(%) | NA | 3.07 | 6.14 | 21.73 | 22.94 | NA | NA | … | … | 3.07 | 3.07 | 3.53 | 8.49 | 19.66 | 2.92 | 10.97 | 1.88 | 3.68 | 1.48 | 3.67 | 2.90 | 23.22 | 5.52 | 1.02 | 2.00 | 3.35 | 1.77 |
| Yield(%) | 0.00 | 3.66 | 4.31 | 3.17 | 3.07 | 3.35 | 3.10 | … | … | 1.40 | 4.12 | 4.59 | 4.47 | 2.88 | 1.85 | 2.64 | 3.54 | 3.27 | 2.91 | 2.75 | 3.43 | 4.15 | 3.40 | 3.88 | 3.62 | 4.66 | 2.27 |
Data as of 06/03/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPSX (INVESCO CORE PLUS BOND FUND CLASS A) |
-6.74%
Oct 2020 – Oct 2023 |
-1.56%
Oct 2017 – Oct 2022 |
0.81%
Oct 2012 – Oct 2022 |
2.55%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPSX (INVESCO CORE PLUS BOND FUND CLASS A) |
6.82%
Oct 2022 – Oct 2025 |
5.37%
Jan 2010 – Jan 2015 |
4.54%
Nov 2010 – Nov 2020 |
2.93%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart