Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AIIRX (Invesco Income Institutional ) | NA | 7.42% | 3.38% | 2.88% | NA | NA | NA | 2.64% |
Data as of 07/01/2011, AR inception is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIIRX (Invesco Income Institutional ) | 11/11/2005 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.42 | 3.38 | 2.88 | NA | NA | NA | 2.64 | 3.33 | 10.10 | 10.84 | -14.78 | 1.74 | 3.53 | 0.63 |
| Sharpe Ratio | NA | 1.44 | 0.45 | 0.26 | NA | NA | NA | 0.16 | 1.83 | 1.75 | 1.39 | -1.79 | -0.30 | 0.06 | 0.64 |
| Standard Deviation(%) | NA | 5.11 | 7.20 | 6.39 | NA | NA | NA | 6.15 | 3.67 | 5.73 | 7.74 | 8.76 | 4.23 | 3.93 | 3.57 |
| Draw Down(%) | NA | 4.01 | 20.04 | 21.47 | NA | NA | NA | 21.47 | 0.99 | 4.01 | 8.09 | 21.07 | 2.82 | 3.34 | 0.94 |
| Yield(%) | 0.00 | 4.07 | 5.47 | 5.59 | 2.92 | 1.95 | 1.46 | 5.85 | 1.31 | 5.52 | 6.61 | 8.29 | 5.86 | 5.52 | 0.00 |
Data as of 07/01/2011, AR inception is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIIRX (Invesco Income Institutional ) |
-4.94%
Feb 2006 - Feb 2009 |
1.84%
Dec 2005 - Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIIRX (Invesco Income Institutional ) |
3.26%
Jun 2008 - Jun 2011 |
2.90%
May 2006 - May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart