Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKCX (INVESCO MODERATE ALLOCATION FUND CLASS C) | NA | -6.28% | 0.17% | 0.89% | 4.32% | 3.64% | NA | … | … |
Data as of 05/15/2020, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKCX (INVESCO MODERATE ALLOCATION FUND CLASS C) | 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 (%) | -2.19 | -6.28 | 0.17 | 0.89 | 4.32 | 3.64 | NA | … | … | -13.02 | 16.87 | -7.09 | 11.82 | 7.38 | -4.87 | 3.62 | 9.79 | 12.38 | 0.43 | 11.26 | 25.80 | -31.57 | 6.33 | 10.87 | 6.66 | 8.36 |
| Sharpe Ratio | NA | -0.37 | -0.08 | 0.01 | 0.40 | NA | NA | … | … | -1.02 | 2.33 | -1.03 | 3.05 | 0.90 | -0.61 | 0.62 | 1.44 | 1.70 | 0.03 | 1.12 | 1.82 | -1.52 | 0.35 | 1.02 | 0.77 | 2.50 |
| Standard Deviation(%) | NA | 19.69 | 12.64 | 10.92 | 9.75 | NA | NA | … | … | 31.13 | 6.63 | 8.15 | 3.68 | 7.94 | 8.06 | 5.81 | 6.77 | 7.32 | 12.06 | 9.99 | 14.16 | 21.29 | 9.51 | 7.46 | 5.84 | 5.89 |
| Draw Down(%) | NA | 27.03 | 27.03 | 27.03 | 27.03 | NA | NA | … | … | 27.03 | 3.58 | 12.90 | 1.39 | 6.05 | 10.55 | 5.43 | 7.26 | 6.43 | 11.05 | 8.46 | 16.00 | 38.88 | 7.11 | 8.08 | 4.62 | 4.60 |
| Yield(%) | 2.36 | 10.22 | 6.08 | 4.16 | 3.87 | 3.71 | 2.96 | … | … | 2.34 | 8.76 | 4.83 | 3.40 | 1.15 | 1.08 | 1.32 | 1.50 | 3.33 | 1.60 | 2.12 | 3.55 | 4.44 | 5.35 | 4.51 | 1.42 | 0.73 |
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 |
|---|---|---|---|---|
| AMKCX (INVESCO MODERATE ALLOCATION FUND CLASS C) |
-10.87%
Feb 2006 – Feb 2009 |
-0.46%
May 2007 – May 2012 |
2.64%
Jan 2006 – Jan 2016 |
3.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKCX (INVESCO MODERATE ALLOCATION FUND CLASS C) |
18.58%
Feb 2009 – Feb 2012 |
14.25%
Feb 2009 – Feb 2014 |
8.54%
Feb 2009 – Feb 2019 |
4.78%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart