Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFRRX (INVESCO FLOATING RATE FUND CLASS R) | -0.14% | 2.22% | 5.90% | 4.19% | 4.27% | 3.89% | 3.61% | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFRRX (INVESCO FLOATING RATE FUND CLASS R) | 05/04/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 2.22 | 5.90 | 4.19 | 4.27 | 3.89 | 3.61 | … | … | -0.14 | 3.68 | 7.43 | 11.51 | -2.65 | 5.83 | 1.28 | 7.10 | -0.42 | 3.72 | 10.87 | -3.19 | 0.64 | 5.72 | 9.69 | 1.32 | 10.05 | 45.65 | -33.35 | 0.95 | 3.44 |
| Sharpe Ratio | NA | 0.02 | 0.98 | 0.54 | 0.71 | NA | NA | … | … | -1.37 | 0.27 | 1.34 | 2.44 | -1.03 | 3.58 | 0.12 | 2.15 | -0.97 | 2.07 | 4.21 | -1.48 | 0.29 | 3.75 | 5.05 | 0.40 | 3.78 | 8.22 | -4.75 | -0.83 | 1.01 |
| Standard Deviation(%) | NA | 2.44 | 2.92 | 3.08 | 3.70 | NA | NA | … | … | 2.37 | 2.92 | 2.84 | 3.24 | 3.99 | 1.62 | 8.52 | 2.62 | 1.87 | 1.49 | 2.53 | 2.17 | 2.14 | 1.52 | 1.93 | 3.24 | 2.63 | 5.54 | 7.20 | 2.66 | 1.73 |
| Draw Down(%) | NA | 1.48 | 2.79 | 6.54 | 18.92 | NA | NA | … | … | 1.48 | 2.79 | 0.59 | 1.77 | 6.54 | 0.69 | 18.92 | 0.98 | 4.45 | 0.66 | 3.10 | 6.30 | 2.98 | 1.04 | 1.66 | 6.22 | 3.67 | 3.00 | 34.73 | 4.10 | 0.55 |
| Yield(%) | 0.00 | 5.98 | 7.79 | 6.54 | 5.39 | 4.81 | 4.34 | … | … | 2.31 | 6.94 | 8.83 | 8.65 | 6.02 | 3.67 | 3.79 | 5.36 | 4.16 | 3.79 | 4.46 | 4.61 | 4.03 | 3.98 | 4.85 | 4.27 | 4.36 | 7.34 | 5.47 | 6.49 | 3.70 |
Data as of 06/04/2026, Common starting date is 05/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRRX (INVESCO FLOATING RATE FUND CLASS R) |
-3.18%
Jun 2006 – Jun 2009 |
0.49%
Mar 2015 – Mar 2020 |
2.59%
Mar 2010 – Mar 2020 |
2.68%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRRX (INVESCO FLOATING RATE FUND CLASS R) |
17.54%
Dec 2008 – Dec 2011 |
13.50%
Dec 2008 – Dec 2013 |
7.71%
Dec 2008 – Dec 2018 |
6.63%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart