Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AHIYX (INVESCO HIGH YIELD FUND CLASS R5) | 2.89% | 7.77% | 7.80% | 5.19% | 4.11% | 5.33% | 5.38% | 5.38% |
Data as of 07/10/2025, AR inception is 05/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHIYX (INVESCO HIGH YIELD FUND CLASS R5) | 05/27/2004 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.77 | 7.80 | 5.19 | 4.11 | 5.33 | 5.38 | 5.38 | 2.89 | 8.43 | 9.96 | -9.32 | 4.21 | 3.94 | 13.51 | -3.29 | 6.65 | 11.72 | -2.74 | 1.42 | 7.35 | 17.86 | 1.81 | 13.69 | 54.70 | -25.02 | 1.90 | 8.71 | -4.18 | 7.26 |
| Sharpe Ratio | NA | 1.12 | 0.91 | 0.59 | 0.43 | NA | NA | 0.74 | 0.58 | 1.32 | 1.14 | -1.36 | 1.37 | 0.29 | 3.04 | -1.16 | 1.92 | 2.22 | -0.62 | 0.35 | 1.97 | 5.32 | 0.31 | 3.03 | 7.58 | -2.67 | -0.26 | 1.95 | -2.01 | 4.76 |
| Standard Deviation(%) | NA | 4.32 | 5.39 | 5.29 | 6.10 | NA | NA | 5.64 | 4.83 | 3.65 | 5.57 | 7.92 | 3.05 | 12.62 | 3.96 | 4.03 | 3.14 | 5.18 | 4.50 | 4.04 | 3.72 | 3.38 | 5.68 | 4.48 | 7.20 | 9.69 | 4.73 | 2.72 | 3.21 | 2.37 |
| Draw Down(%) | NA | 4.23 | 8.23 | 14.10 | 23.88 | NA | NA | 33.65 | 4.23 | 1.71 | 4.62 | 14.10 | 2.26 | 23.88 | 1.97 | 5.99 | 2.14 | 4.58 | 8.24 | 6.67 | 6.28 | 2.55 | 10.25 | 5.50 | 7.65 | 33.04 | 6.81 | 2.12 | 6.33 | 1.38 |
| Yield(%) | 0.00 | 6.40 | 6.41 | 5.77 | 5.26 | 6.01 | 5.69 | 5.70 | 2.82 | 6.99 | 6.57 | 4.56 | 4.86 | 6.14 | 6.45 | 5.24 | 5.31 | 6.06 | 5.91 | 5.98 | 5.99 | 6.63 | 7.48 | 7.44 | 12.45 | 8.75 | 7.70 | 5.02 | 0.00 | 0.66 |
Data as of 07/10/2025, AR inception is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHIYX (INVESCO HIGH YIELD FUND CLASS R5) |
-7.73%
Nov 2005 - Nov 2008 |
0.66%
Sep 2017 - Sep 2022 |
2.83%
Oct 2013 - Oct 2023 |
4.73%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHIYX (INVESCO HIGH YIELD FUND CLASS R5) |
23.35%
Feb 2009 - Feb 2012 |
19.03%
Nov 2008 - Nov 2013 |
10.85%
Nov 2008 - Nov 2018 |
8.17%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart