Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKSX (INVESCO MODERATE ALLOCATION FUND CLASS S) | NA | -5.54% | 1.01% | 1.67% | 5.18% | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKSX (INVESCO MODERATE ALLOCATION FUND CLASS S) | 09/28/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | -5.54 | 1.01 | 1.67 | 5.18 | NA | NA | … | … | -12.79 | 17.86 | -6.29 | 12.70 | 7.94 | -4.08 | 4.59 | 10.68 | 13.31 | 1.36 | 12.15 | 4.13 |
| Sharpe Ratio | NA | -0.33 | -0.01 | 0.08 | 0.49 | NA | NA | … | … | -1.00 | 2.48 | -0.93 | 3.24 | 0.97 | -0.51 | 0.80 | 1.56 | 1.80 | 0.11 | 1.21 | 1.70 |
| Standard Deviation(%) | NA | 19.76 | 12.68 | 10.95 | 9.78 | NA | NA | … | … | 31.25 | 6.62 | 8.17 | 3.74 | 7.92 | 8.07 | 5.74 | 6.81 | 7.41 | 12.10 | 10.00 | 9.84 |
| Draw Down(%) | NA | 26.88 | 26.88 | 26.88 | 26.88 | NA | NA | … | … | 26.88 | 3.55 | 12.23 | 1.38 | 5.92 | 10.16 | 5.41 | 7.21 | 6.31 | 10.71 | 8.41 | 3.37 |
| Yield(%) | 2.55 | 11.17 | 6.96 | 4.95 | 4.88 | 3.55 | 2.66 | … | … | 2.67 | 9.67 | 5.64 | 4.29 | 1.67 | 1.92 | 2.22 | 1.96 | 4.27 | 2.40 | 3.02 | 3.67 |
Data as of 05/15/2020, Common starting date is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKSX (INVESCO MODERATE ALLOCATION FUND CLASS S) |
-0.29%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
4.39%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKSX (INVESCO MODERATE ALLOCATION FUND CLASS S) |
11.27%
Sep 2011 – Sep 2014 |
9.48%
Oct 2009 – Oct 2014 |
6.90%
Oct 2009 – Oct 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart