Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRCRX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R) | 30.33% | 49.21% | 18.44% | 10.81% | 7.27% | 1.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRCRX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R) | 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 (%) | -0.48 | 49.21 | 18.44 | 10.81 | 7.27 | 1.52 | NA | … | … | 30.33 | 18.22 | 5.18 | -3.72 | 7.57 | 18.92 | 7.40 | 4.08 | -12.50 | 4.39 | 11.22 | -17.03 | -16.21 | -14.31 | 3.09 | -8.59 | 7.07 |
| Sharpe Ratio | NA | 2.73 | 1.08 | 0.54 | 0.40 | NA | NA | … | … | 3.78 | 1.28 | 0.14 | -0.58 | 0.28 | 1.30 | 0.37 | 0.28 | -1.46 | 0.39 | 0.92 | -1.48 | -1.69 | -1.06 | 0.18 | -0.43 | 11.78 |
| Standard Deviation(%) | NA | 17.32 | 13.83 | 15.83 | 14.35 | NA | NA | … | … | 23.31 | 12.05 | 10.99 | 12.90 | 21.81 | 14.50 | 19.14 | 9.40 | 9.57 | 9.50 | 11.94 | 11.54 | 9.59 | 13.55 | 17.14 | 19.87 | 11.57 |
| Draw Down(%) | NA | 9.14 | 9.24 | 20.85 | 38.73 | NA | NA | … | … | 9.14 | 8.55 | 9.24 | 10.87 | 19.76 | 8.10 | 31.49 | 8.39 | 15.58 | 13.58 | 7.50 | 18.00 | 19.34 | 19.30 | 14.05 | 20.02 | 1.33 |
| Yield(%) | 0.00 | 14.23 | 7.69 | 8.12 | 5.07 | 2.18 | 1.77 | … | … | 0.00 | 14.56 | 4.76 | 3.66 | 9.70 | 17.11 | 0.00 | 0.91 | 0.12 | 0.00 | 2.71 | 0.00 | 0.00 | 0.07 | 1.88 | 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 |
|---|---|---|---|---|
| BRCRX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R) |
-16.78%
Jan 2013 – Jan 2016 |
-11.25%
Feb 2011 – Feb 2016 |
-4.10%
Jan 2011 – Jan 2021 |
0.44%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCRX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R) |
21.72%
Mar 2020 – Mar 2023 |
14.66%
Mar 2020 – Mar 2025 |
8.15%
Mar 2016 – Mar 2026 |
1.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart