Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFRCX (INVESCO FLOATING RATE FUND CLASS C) | -0.39% | 1.81% | 5.55% | 3.89% | 3.98% | 3.62% | 3.32% | … | … |
Data as of 06/03/2026, Common starting date is 03/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFRCX (INVESCO FLOATING RATE FUND CLASS C) | 03/31/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 1.81 | 5.55 | 3.89 | 3.98 | 3.62 | 3.32 | … | … | -0.39 | 3.38 | 7.09 | 11.19 | -2.78 | 5.55 | 1.04 | 6.85 | -0.84 | 3.58 | 10.52 | -3.33 | 0.35 | 5.51 | 9.45 | 1.04 | 9.81 | 45.18 | -33.63 | 0.58 | 5.95 | 4.86 | 4.74 | 6.82 | 2.54 | -1.74 | 3.20 |
| Sharpe Ratio | NA | -0.09 | 0.91 | 0.45 | 0.64 | NA | NA | … | … | -1.26 | 0.17 | 1.32 | 2.40 | -1.04 | 3.30 | 0.09 | 2.02 | -1.13 | 1.93 | 4.46 | -1.54 | 0.16 | 3.75 | 5.00 | 0.33 | 3.64 | 8.23 | -4.75 | -1.00 | 1.51 | 1.82 | 3.00 | 4.20 | 0.87 | -1.74 | 0.00 |
| Standard Deviation(%) | NA | 2.61 | 2.87 | 3.07 | 3.70 | NA | NA | … | … | 2.75 | 2.90 | 2.64 | 3.16 | 4.08 | 1.68 | 8.53 | 2.67 | 1.97 | 1.52 | 2.31 | 2.18 | 2.09 | 1.46 | 1.90 | 3.07 | 2.67 | 5.48 | 7.26 | 2.58 | 1.68 | 1.43 | 1.25 | 1.46 | 1.60 | 2.45 | 2.38 |
| Draw Down(%) | NA | 1.62 | 2.87 | 6.54 | 18.81 | NA | NA | … | … | 1.62 | 2.87 | 0.60 | 1.78 | 6.54 | 0.71 | 18.81 | 1.15 | 4.52 | 0.79 | 3.28 | 6.35 | 3.07 | 1.07 | 1.70 | 6.21 | 3.73 | 3.03 | 35.01 | 4.02 | 0.33 | 0.67 | 0.11 | 0.59 | 2.49 | 3.47 | 0.53 |
| Yield(%) | 0.00 | 5.76 | 7.52 | 6.31 | 5.14 | 4.57 | 4.12 | … | … | 2.24 | 6.70 | 8.53 | 8.34 | 5.82 | 3.38 | 3.58 | 5.10 | 3.90 | 3.52 | 4.24 | 4.37 | 3.77 | 3.76 | 4.59 | 4.02 | 4.11 | 7.08 | 5.26 | 6.25 | 5.37 | 4.43 | 1.97 | 3.54 | 4.15 | 6.18 | 6.05 |
Data as of 06/03/2026, Common starting date is 03/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRCX (INVESCO FLOATING RATE FUND CLASS C) |
-10.91%
Dec 2005 – Dec 2008 |
-4.93%
Dec 2003 – Dec 2008 |
2.12%
Feb 2006 – Feb 2016 |
2.29%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRCX (INVESCO FLOATING RATE FUND CLASS C) |
17.22%
Dec 2008 – Dec 2011 |
13.22%
Dec 2008 – Dec 2013 |
7.43%
Dec 2008 – Dec 2018 |
6.36%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart