Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFRFX (INVESCO FLOATING RATE FUND CLASS R6) | 0.08% | 2.75% | 6.49% | 4.78% | 4.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFRFX (INVESCO FLOATING RATE FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 2.75 | 6.49 | 4.78 | 4.84 | NA | NA | … | … | 0.08 | 4.22 | 8.04 | 12.17 | -2.10 | 6.43 | 1.87 | 7.59 | 0.15 | 4.29 | 11.41 | -2.50 | 1.19 | 6.24 | 1.90 |
| Sharpe Ratio | NA | 0.23 | 1.12 | 0.70 | 0.85 | NA | NA | … | … | -1.07 | 0.43 | 1.48 | 2.52 | -0.87 | 3.65 | 0.19 | 2.21 | -0.60 | 2.21 | 4.42 | -1.12 | 0.55 | 3.83 | 3.96 |
| Standard Deviation(%) | NA | 2.65 | 3.08 | 3.21 | 3.79 | NA | NA | … | … | 2.52 | 3.12 | 2.98 | 3.41 | 4.05 | 1.75 | 8.54 | 2.77 | 2.08 | 1.65 | 2.53 | 2.26 | 2.16 | 1.62 | 1.90 |
| Draw Down(%) | NA | 1.38 | 2.72 | 6.17 | 18.80 | NA | NA | … | … | 1.38 | 2.72 | 0.59 | 1.78 | 6.17 | 0.64 | 18.80 | 0.95 | 4.37 | 0.66 | 3.20 | 6.05 | 2.80 | 1.13 | 0.38 |
| Yield(%) | 0.00 | 6.50 | 8.34 | 7.07 | 5.93 | 4.88 | 3.66 | … | … | 2.54 | 7.47 | 9.40 | 9.23 | 6.61 | 4.23 | 4.34 | 5.96 | 4.74 | 4.35 | 5.09 | 5.18 | 4.59 | 4.59 | 1.38 |
Data as of 06/04/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRFX (INVESCO FLOATING RATE FUND CLASS R6) |
-0.79%
Mar 2017 – Mar 2020 |
1.04%
Mar 2015 – Mar 2020 |
3.36%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRFX (INVESCO FLOATING RATE FUND CLASS R6) |
8.80%
Sep 2022 – Sep 2025 |
7.95%
Mar 2020 – Mar 2025 |
5.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart