Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAAX (INVESCO INCOME ALLOCATION FUND CLASS A) | 4.27% | 12.97% | 9.01% | 3.52% | 4.50% | 5.01% | 4.95% | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAAX (INVESCO INCOME ALLOCATION FUND CLASS A) | 11/11/2005 | 06/03/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 12.97 | 9.01 | 3.52 | 4.50 | 5.01 | 4.95 | … | … | 4.27 | 11.67 | 5.83 | 7.09 | -11.73 | 7.62 | 2.32 | 15.49 | -4.42 | 6.14 | 9.19 | -1.05 | 8.48 | 6.56 | 11.84 | 3.54 | 10.01 | 20.79 | -18.87 | 3.40 | 11.49 | 0.50 |
| Sharpe Ratio | NA | 2.02 | 0.98 | 0.16 | 0.39 | NA | NA | … | … | 1.28 | 1.34 | 0.40 | 0.54 | -1.43 | 1.91 | 0.13 | 4.27 | -1.36 | 1.92 | 1.74 | -0.22 | 2.36 | 1.40 | 3.15 | 0.54 | 1.68 | 2.64 | -1.71 | 0.05 | 2.13 | 0.19 |
| Standard Deviation(%) | NA | 5.26 | 6.24 | 6.74 | 7.40 | NA | NA | … | … | 6.46 | 6.58 | 5.53 | 6.47 | 9.25 | 3.97 | 16.19 | 3.28 | 4.27 | 2.87 | 5.15 | 4.99 | 3.59 | 4.65 | 3.77 | 6.47 | 5.90 | 7.83 | 11.53 | 5.59 | 3.81 | 5.21 |
| Draw Down(%) | NA | 4.26 | 6.69 | 17.12 | 24.07 | NA | NA | … | … | 4.26 | 6.08 | 3.25 | 8.07 | 17.12 | 2.22 | 24.07 | 1.37 | 6.65 | 1.82 | 3.75 | 5.15 | 2.57 | 5.67 | 3.06 | 6.15 | 5.05 | 10.92 | 25.34 | 4.53 | 1.92 | 1.65 |
| Yield(%) | 0.00 | 4.10 | 4.43 | 3.51 | 4.16 | 4.40 | 4.44 | … | … | 1.39 | 4.54 | 4.19 | 4.13 | 3.06 | 3.39 | 3.97 | 7.52 | 3.62 | 3.78 | 3.91 | 3.67 | 3.79 | 3.45 | 3.78 | 3.68 | 4.20 | 5.16 | 7.09 | 5.68 | 4.05 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAAX (INVESCO INCOME ALLOCATION FUND CLASS A) |
-5.16%
Feb 2006 – Feb 2009 |
0.66%
Sep 2017 – Sep 2022 |
2.75%
Oct 2013 – Oct 2023 |
3.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAAX (INVESCO INCOME ALLOCATION FUND CLASS A) |
15.27%
Feb 2009 – Feb 2012 |
12.54%
Feb 2009 – Feb 2014 |
8.25%
Feb 2009 – Feb 2019 |
6.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart