Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALMIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS R5) | 0.90% | 3.32% | 4.58% | 2.61% | 2.72% | 1.96% | 2.31% | … | … |
Data as of 06/04/2026, Common starting date is 07/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS R5) | 07/30/1987 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.32 | 4.58 | 2.61 | 2.72 | 1.96 | 2.31 | … | … | 0.90 | 2.51 | 4.29 | 4.17 | -4.35 | 5.20 | 5.34 | 4.84 | 0.12 | 0.46 | 3.01 | -0.26 | 0.02 | -0.28 | 0.09 | 0.74 | 1.09 | 0.43 | 5.86 | 6.49 | 3.73 | -0.07 | -1.26 | -1.62 | 2.46 | 7.78 | 7.21 | 2.89 | 6.33 | 6.21 | 5.00 | 9.66 | 1.09 | 3.83 | 4.82 | 10.64 | 9.17 | 9.85 | 5.98 | 3.12 |
| Sharpe Ratio | NA | 0.42 | 0.60 | 0.04 | 0.42 | NA | NA | … | … | -0.02 | -0.11 | -1.01 | -0.02 | -1.19 | 2.33 | 1.62 | 1.90 | -0.82 | -0.10 | 1.35 | -0.34 | 0.00 | -0.40 | 0.05 | 0.87 | 1.09 | 0.21 | 1.90 | 1.82 | 0.28 | -1.82 | -1.54 | -1.08 | 0.69 | 2.24 | 1.57 | -0.18 | 1.35 | 1.36 | 0.69 | 2.57 | -0.56 | 0.88 | 1.09 | 2.87 | 1.50 | 1.24 | 0.49 | 0.98 |
| Standard Deviation(%) | NA | 2.08 | 2.49 | 3.21 | 2.72 | NA | NA | … | … | 2.47 | 3.11 | 2.27 | 3.54 | 4.82 | 2.23 | 3.14 | 1.81 | 1.46 | 1.65 | 2.08 | 0.84 | 0.77 | 0.77 | 0.72 | 0.81 | 0.92 | 1.57 | 2.59 | 1.93 | 1.66 | 1.23 | 1.43 | 2.14 | 1.96 | 2.48 | 1.99 | 1.86 | 2.22 | 1.97 | 2.16 | 2.27 | 3.32 | 1.99 | 2.21 | 2.39 | 2.60 | 3.33 | 2.66 | 3.43 |
| Draw Down(%) | NA | 1.68 | 1.68 | 6.61 | 6.61 | NA | NA | … | … | 1.68 | 2.82 | 1.12 | 1.99 | 6.61 | 1.34 | 4.47 | 0.67 | 1.07 | 1.07 | 1.31 | 0.57 | 0.45 | 0.57 | 0.38 | 0.48 | 0.51 | 0.67 | 1.75 | 0.68 | 0.50 | 1.18 | 1.83 | 2.27 | 1.32 | 1.24 | 0.40 | 0.69 | 0.75 | 0.50 | 1.05 | 0.60 | 2.50 | 0.79 | 1.26 | 0.40 | 0.62 | 1.21 | 1.01 | 1.34 |
| Yield(%) | 0.00 | 3.46 | 3.31 | 4.04 | 3.07 | 2.15 | 2.29 | … | … | 0.00 | 4.45 | 3.04 | 3.27 | 6.76 | 4.41 | 1.23 | 2.23 | 2.72 | 2.16 | 1.56 | 0.03 | 0.11 | 0.11 | 0.18 | 0.64 | 1.18 | 1.00 | 2.64 | 4.34 | 4.05 | 1.30 | 0.00 | 0.00 | 1.28 | 4.64 | 5.79 | 4.80 | 5.28 | 5.65 | 5.45 | 6.26 | 4.43 | 4.07 | 5.28 | 7.11 | 7.87 | 8.75 | 7.71 | 3.37 |
Data as of 06/04/2026, Common starting date is 07/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS R5) |
-1.45%
Oct 2002 – Oct 2005 |
0.05%
Nov 2010 – Nov 2015 |
0.54%
Dec 2008 – Dec 2018 |
1.14%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS R5) |
9.89%
Dec 1988 – Dec 1991 |
8.67%
Sep 1987 – Sep 1992 |
6.73%
Sep 1987 – Sep 1997 |
6.41%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart