Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAYX (INVESCO INCOME ALLOCATION FUND CLASS Y) | 4.55% | 13.11% | 9.33% | 3.74% | 4.97% | 5.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAYX (INVESCO INCOME ALLOCATION FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 13.11 | 9.33 | 3.74 | 4.97 | 5.44 | NA | … | … | 4.55 | 11.91 | 6.09 | 7.38 | -11.46 | 7.75 | 2.58 | 15.80 | -4.20 | 8.59 | 9.43 | -0.83 | 8.71 | 6.80 | 12.11 | 3.68 | 10.42 | 20.96 | -0.56 |
| Sharpe Ratio | NA | 2.06 | 1.03 | 0.19 | 0.46 | NA | NA | … | … | 1.31 | 1.37 | 0.45 | 0.58 | -1.39 | 1.97 | 0.14 | 4.29 | -1.33 | 3.15 | 1.79 | -0.17 | 2.48 | 1.45 | 3.23 | 0.57 | 1.77 | 2.66 | -0.14 |
| Standard Deviation(%) | NA | 5.28 | 6.23 | 6.75 | 7.40 | NA | NA | … | … | 6.49 | 6.60 | 5.46 | 6.50 | 9.29 | 3.92 | 16.25 | 3.34 | 4.21 | 2.53 | 5.16 | 5.01 | 3.50 | 4.66 | 3.76 | 6.43 | 5.85 | 7.85 | 18.45 |
| Draw Down(%) | NA | 4.23 | 6.59 | 16.97 | 24.06 | NA | NA | … | … | 4.23 | 6.06 | 3.24 | 7.87 | 16.97 | 2.16 | 24.06 | 1.37 | 6.37 | 1.48 | 3.75 | 4.98 | 2.54 | 5.58 | 3.06 | 6.09 | 5.05 | 10.79 | 10.08 |
| Yield(%) | 0.00 | 4.32 | 4.68 | 3.71 | 4.39 | 4.67 | 4.94 | … | … | 1.49 | 4.77 | 4.44 | 4.41 | 3.27 | 3.60 | 4.21 | 7.81 | 3.85 | 4.07 | 4.13 | 3.88 | 4.02 | 3.68 | 4.03 | 3.93 | 4.47 | 5.45 | 2.09 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAYX (INVESCO INCOME ALLOCATION FUND CLASS Y) |
-1.61%
Sep 2019 – Sep 2022 |
0.90%
Sep 2017 – Sep 2022 |
3.20%
Oct 2013 – Oct 2023 |
5.06%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAYX (INVESCO INCOME ALLOCATION FUND CLASS Y) |
15.51%
Feb 2009 – Feb 2012 |
12.80%
Feb 2009 – Feb 2014 |
8.72%
Feb 2009 – Feb 2019 |
6.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart