Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRCAX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS A) | 6.65% | 7.54% | 1.40% | 10.35% | 3.68% | NA | NA | -0.39% |
Data as of 07/30/2025, AR inception is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRCAX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS A) | 12/02/2010 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.54 | 1.40 | 10.35 | 3.68 | NA | NA | -0.39 | 6.65 | 3.09 | -3.84 | 7.78 | 19.17 | 7.75 | 4.20 | -12.18 | 4.49 | 11.58 | -16.80 | -16.04 | -14.10 | 3.34 | -8.59 | 7.07 |
| Sharpe Ratio | NA | 0.15 | -0.14 | 0.55 | 0.15 | NA | NA | -0.10 | 0.62 | -0.31 | -0.64 | 0.29 | 1.32 | 0.39 | 0.30 | -1.41 | 0.41 | 0.94 | -1.46 | -1.70 | -1.05 | 0.19 | -0.43 | 11.80 |
| Standard Deviation(%) | NA | 12.16 | 13.31 | 15.14 | 13.75 | NA | NA | 14.17 | 11.88 | 11.37 | 12.83 | 21.79 | 14.56 | 19.03 | 9.38 | 9.62 | 9.44 | 12.10 | 11.50 | 9.43 | 13.51 | 17.19 | 19.83 | 11.55 |
| Draw Down(%) | NA | 8.58 | 13.77 | 20.65 | 38.44 | NA | NA | 60.98 | 8.58 | 9.25 | 10.87 | 19.54 | 8.07 | 31.42 | 8.26 | 15.47 | 13.45 | 7.42 | 17.74 | 19.26 | 19.26 | 14.03 | 20.07 | 1.33 |
| Yield(%) | 0.00 | 2.48 | 4.62 | 7.83 | 3.67 | 1.72 | 1.29 | 1.84 | 0.00 | 2.54 | 3.21 | 9.73 | 16.96 | 0.00 | 0.92 | 0.14 | 0.00 | 2.81 | 0.00 | 0.00 | 0.07 | 2.03 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCAX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS A) |
-16.55%
Jan 2013 - Jan 2016 |
-11.08%
Feb 2011 - Feb 2016 |
-3.90%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCAX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS A) |
21.91%
Mar 2020 - Mar 2023 |
14.26%
Mar 2020 - Mar 2025 |
2.88%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart