Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKBX (INVESCO MODERATE ALLOCATION FUND CLASS B) | NA | 13.85% | 5.41% | 5.63% | 4.42% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKBX (INVESCO MODERATE ALLOCATION FUND CLASS B) | 06/17/2004 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 13.85 | 5.41 | 5.63 | 4.42 | NA | NA | … | … | 3.62 | 11.81 | 7.37 | -4.86 | 3.62 | 9.78 | 12.37 | 0.52 | 11.26 | 25.80 | -31.57 | 6.33 | 10.86 | 6.66 | 8.36 |
| Sharpe Ratio | NA | 3.55 | 0.74 | 0.80 | 0.40 | NA | NA | … | … | 17.25 | 3.05 | 0.90 | -0.61 | 0.62 | 1.42 | 1.70 | 0.04 | 1.09 | 1.82 | -1.53 | 0.34 | 1.01 | 0.76 | 2.47 |
| Standard Deviation(%) | NA | 3.71 | 6.84 | 6.67 | 10.82 | NA | NA | … | … | 3.68 | 3.68 | 7.97 | 8.07 | 5.79 | 6.85 | 7.30 | 12.08 | 10.21 | 14.11 | 21.23 | 9.49 | 7.44 | 5.82 | 5.94 |
| Draw Down(%) | NA | 1.39 | 13.78 | 13.78 | 39.82 | NA | NA | … | … | 0.22 | 1.39 | 6.04 | 10.54 | 5.43 | 7.26 | 6.42 | 10.96 | 8.46 | 15.88 | 38.88 | 7.03 | 8.00 | 4.62 | 4.60 |
| Yield(%) | 0.00 | 3.35 | 1.83 | 1.78 | 2.22 | 2.62 | 1.97 | … | … | 0.00 | 3.39 | 1.15 | 1.08 | 1.32 | 1.50 | 3.32 | 1.60 | 2.12 | 3.55 | 4.44 | 5.35 | 4.51 | 1.42 | 0.73 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| AMKBX (INVESCO MODERATE ALLOCATION FUND CLASS B) |
-10.87%
Feb 2006 – Feb 2009 |
-0.46%
May 2007 – May 2012 |
2.64%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKBX (INVESCO MODERATE ALLOCATION FUND CLASS B) |
18.62%
Feb 2009 – Feb 2012 |
14.25%
Feb 2009 – Feb 2014 |
5.68%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart