Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AINAX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS A) | NA | -11.95% | -3.44% | -2.00% | 3.00% | NA | NA | 2.51% |
Data as of 05/15/2020, AR inception is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AINAX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS A) | 11/11/2005 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | -11.95 | -3.44 | -2.00 | 3.00 | NA | NA | 2.51 | -20.73 | 22.44 | -16.30 | 24.95 | 6.04 | -9.47 | -1.78 | 13.02 | 13.63 | -8.58 | 12.45 | 38.68 | -44.27 | 10.37 | 26.41 | 3.78 |
| Sharpe Ratio | NA | -0.49 | -0.26 | -0.16 | 0.16 | NA | NA | 0.08 | -1.14 | 2.01 | -1.34 | 3.10 | 0.34 | -0.65 | -0.18 | 1.22 | 0.98 | -0.37 | 0.65 | 1.44 | -1.18 | 0.47 | 1.91 | 3.14 |
| Standard Deviation(%) | NA | 26.32 | 17.81 | 16.86 | 16.26 | NA | NA | 19.25 | 41.04 | 10.47 | 13.11 | 7.87 | 17.00 | 14.66 | 10.02 | 10.61 | 14.00 | 23.18 | 18.88 | 26.80 | 38.12 | 15.73 | 12.15 | 9.59 |
| Draw Down(%) | NA | 35.43 | 36.97 | 36.97 | 36.97 | NA | NA | 60.02 | 35.43 | 7.36 | 24.10 | 3.34 | 12.05 | 18.66 | 12.10 | 9.72 | 14.04 | 22.37 | 16.12 | 25.99 | 54.81 | 11.69 | 14.44 | 2.21 |
| Yield(%) | 2.01 | 3.22 | 2.22 | 1.79 | 2.43 | 2.72 | 2.04 | 2.91 | 1.61 | 1.58 | 1.21 | 2.42 | 1.54 | 1.30 | 1.65 | 1.57 | 3.89 | 1.56 | 2.52 | 3.06 | 7.81 | 3.87 | 2.25 | 0.00 |
Data as of 05/15/2020, 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 |
|---|---|---|---|---|
| AINAX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS A) |
-15.19%
Feb 2006 - Feb 2009 |
-5.28%
May 2007 - May 2012 |
0.60%
Dec 2006 - Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AINAX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS A) |
22.95%
Feb 2009 - Feb 2012 |
16.96%
Feb 2009 - Feb 2014 |
9.12%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart