Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKAX (INVESCO MODERATE ALLOCATION FUND CLASS A) | NA | -5.59% | 0.92% | 1.65% | 5.11% | 4.41% | NA | … | … |
Data as of 05/15/2020, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKAX (INVESCO MODERATE ALLOCATION FUND CLASS A) | 06/17/2004 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | -5.59 | 0.92 | 1.65 | 5.11 | 4.41 | NA | … | … | -15.02 | 17.72 | -6.46 | 12.66 | 8.23 | -4.18 | 4.38 | 10.61 | 13.19 | 1.27 | 12.03 | 26.86 | -31.11 | 7.15 | 11.73 | 7.47 | 8.66 |
| Sharpe Ratio | NA | -0.45 | -0.08 | 0.03 | 0.45 | NA | NA | … | … | -1.13 | 2.47 | -0.95 | 3.27 | 1.00 | -0.52 | 0.76 | 1.56 | 1.81 | 0.10 | 1.17 | 1.90 | -1.50 | 0.44 | 1.15 | 0.88 | 2.59 |
| Standard Deviation(%) | NA | 20.03 | 12.83 | 11.05 | 9.84 | NA | NA | … | … | 31.70 | 6.61 | 8.17 | 3.69 | 7.97 | 8.04 | 5.76 | 6.80 | 7.32 | 12.16 | 10.18 | 14.12 | 21.25 | 9.49 | 7.39 | 6.04 | 5.92 |
| Draw Down(%) | NA | 26.88 | 26.88 | 26.88 | 26.88 | NA | NA | … | … | 26.88 | 3.48 | 12.26 | 1.45 | 5.92 | 10.27 | 5.36 | 7.13 | 6.30 | 10.80 | 8.41 | 15.84 | 38.46 | 6.97 | 7.94 | 4.60 | 4.60 |
| Yield(%) | 2.52 | 11.03 | 6.85 | 4.91 | 4.79 | 4.51 | 3.62 | … | … | 2.63 | 9.53 | 5.54 | 4.18 | 1.95 | 1.82 | 2.09 | 1.90 | 4.16 | 2.31 | 2.92 | 4.39 | 5.15 | 6.08 | 5.22 | 1.96 | 0.94 |
Data as of 05/15/2020, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKAX (INVESCO MODERATE ALLOCATION FUND CLASS A) |
-10.20%
Feb 2006 – Feb 2009 |
0.29%
May 2007 – May 2012 |
3.41%
Jan 2006 – Jan 2016 |
3.95%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKAX (INVESCO MODERATE ALLOCATION FUND CLASS A) |
19.48%
Feb 2009 – Feb 2012 |
15.11%
Feb 2009 – Feb 2014 |
9.35%
Feb 2009 – Feb 2019 |
5.56%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart