Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUBYX (INVESCO WORLD BOND FUND CLASS Y) | NA | -396,653.30% | nan% | nan% | nan% | nan% | NA | … | … |
Data as of 12/19/2023, Common starting date is 10/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUBYX (INVESCO WORLD BOND FUND CLASS Y) | 10/09/2008 | 12/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -393,736.36 | -396,653.30 | nan | nan | nan | nan | NA | … | … | -398,942.87 | -16.74 | -3.71 | 9.63 | 11.05 | -3.88 | 9.14 | 5.57 | -5.67 | -1.69 | -1.08 | 5.15 | 5.34 | 3.40 | 6.91 | 3.92 |
| Sharpe Ratio | NA | -0.67 | -1.31 | -0.22 | -0.06 | NA | NA | … | … | -0.46 | -2.20 | -0.94 | 1.51 | 2.31 | -1.18 | 2.07 | 0.75 | -0.77 | -0.05 | -0.18 | 0.96 | 0.73 | 0.40 | 0.67 | 1.35 |
| Standard Deviation(%) | NA | 6.28 | 6.40 | 6.01 | 13.10 | NA | NA | … | … | 6.32 | 8.26 | 3.95 | 6.20 | 4.17 | 4.38 | 4.14 | 7.19 | 7.38 | 37.40 | 6.37 | 5.35 | 7.27 | 8.21 | 10.24 | 13.63 |
| Draw Down(%) | NA | 381,352.31 | 318,736.29 | 318,736.29 | 311,922.80 | NA | NA | … | … | 381,352.31 | 22.39 | 4.88 | 10.09 | 1.70 | 8.03 | 2.90 | 10.52 | 6.74 | 23.88 | 7.21 | 3.54 | 6.86 | 9.84 | 8.78 | 6.24 |
| Yield(%) | 0.00 | 1.20 | 1.40 | 2.25 | 2.18 | 2.84 | 2.23 | … | … | 101.12 | 1.23 | 2.11 | 3.04 | 3.05 | 2.84 | 3.29 | 2.09 | 1.37 | 2.66 | 3.18 | 1.41 | 6.46 | 8.04 | 1.73 | 0.41 |
Data as of 12/19/2023, Common starting date is 10/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBYX (INVESCO WORLD BOND FUND CLASS Y) |
-6.93%
Oct 2020 – Oct 2023 |
-2.08%
Oct 2017 – Oct 2022 |
-0.72%
Oct 2012 – Oct 2022 |
1.93%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBYX (INVESCO WORLD BOND FUND CLASS Y) |
8.82%
Feb 2009 – Feb 2012 |
6.31%
Feb 2009 – Feb 2014 |
3.41%
May 2010 – May 2020 |
1.93%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart