Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRCCX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS C) | 30.00% | 48.26% | 17.84% | 10.25% | 6.72% | 0.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRCCX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS C) | 12/02/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 48.26 | 17.84 | 10.25 | 6.72 | 0.98 | NA | … | … | 30.00 | 17.66 | 4.62 | -4.06 | 6.81 | 18.39 | 6.89 | 3.37 | -12.85 | 3.89 | 10.57 | -17.39 | -16.69 | -14.74 | 2.63 | -9.23 | 6.97 |
| Sharpe Ratio | NA | 2.69 | 1.04 | 0.51 | 0.37 | NA | NA | … | … | 3.75 | 1.23 | 0.09 | -0.60 | 0.25 | 1.27 | 0.35 | 0.20 | -1.50 | 0.34 | 0.87 | -1.51 | -1.76 | -1.09 | 0.15 | -0.47 | 11.28 |
| Standard Deviation(%) | NA | 17.36 | 13.84 | 15.84 | 14.31 | NA | NA | … | … | 23.36 | 12.04 | 10.98 | 12.89 | 21.84 | 14.43 | 18.96 | 9.37 | 9.53 | 9.52 | 11.95 | 11.50 | 9.50 | 13.55 | 17.11 | 19.83 | 11.85 |
| Draw Down(%) | NA | 9.09 | 9.47 | 21.15 | 39.32 | NA | NA | … | … | 9.09 | 8.57 | 9.47 | 10.99 | 19.80 | 8.27 | 31.57 | 8.56 | 15.78 | 13.69 | 7.70 | 18.26 | 19.57 | 19.50 | 14.17 | 20.17 | 1.42 |
| Yield(%) | 0.00 | 14.81 | 7.82 | 8.20 | 4.97 | 2.08 | 1.69 | … | … | 0.00 | 15.15 | 4.52 | 3.83 | 9.75 | 17.62 | 0.00 | 0.95 | 0.05 | 0.00 | 2.52 | 0.00 | 0.00 | 0.07 | 1.61 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCCX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS C) |
-17.18%
Jan 2013 – Jan 2016 |
-11.76%
Feb 2011 – Feb 2016 |
-4.61%
Jan 2011 – Jan 2021 |
-0.09%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCCX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS C) |
21.06%
Mar 2020 – Mar 2023 |
14.07%
Mar 2020 – Mar 2025 |
7.59%
Mar 2016 – Mar 2026 |
0.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart