Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRCYX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS Y) | 30.60% | 49.71% | 19.01% | 11.37% | 7.78% | 2.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRCYX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS Y) | 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 (%) | -0.45 | 49.71 | 19.01 | 11.37 | 7.78 | 2.01 | NA | … | … | 30.60 | 18.83 | 5.70 | -3.14 | 7.93 | 19.55 | 7.89 | 4.49 | -12.04 | 4.88 | 11.80 | -16.60 | -15.88 | -13.81 | 3.63 | -8.14 | 7.07 |
| Sharpe Ratio | NA | 2.78 | 1.13 | 0.58 | 0.44 | NA | NA | … | … | 3.83 | 1.34 | 0.19 | -0.53 | 0.30 | 1.35 | 0.40 | 0.33 | -1.40 | 0.45 | 0.97 | -1.45 | -1.67 | -1.02 | 0.21 | -0.41 | 11.89 |
| Standard Deviation(%) | NA | 17.25 | 13.79 | 15.82 | 14.28 | NA | NA | … | … | 23.26 | 11.94 | 11.08 | 12.85 | 21.84 | 14.46 | 18.89 | 9.27 | 9.59 | 9.48 | 11.99 | 11.46 | 9.54 | 13.56 | 17.08 | 19.85 | 11.47 |
| Draw Down(%) | NA | 9.10 | 9.21 | 20.42 | 38.10 | NA | NA | … | … | 9.10 | 8.42 | 9.21 | 10.68 | 19.53 | 7.88 | 31.35 | 8.25 | 15.28 | 13.38 | 7.45 | 17.77 | 19.16 | 19.13 | 13.87 | 20.02 | 1.33 |
| Yield(%) | 0.00 | 13.80 | 7.64 | 8.10 | 5.18 | 2.29 | 1.87 | … | … | 0.00 | 14.18 | 5.01 | 3.55 | 9.69 | 16.79 | 0.00 | 0.95 | 0.20 | 0.01 | 3.00 | 0.00 | 0.00 | 0.07 | 2.13 | 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 |
|---|---|---|---|---|
| BRCYX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS Y) |
-16.33%
Jan 2013 – Jan 2016 |
-10.83%
Feb 2011 – Feb 2016 |
-3.64%
Jan 2011 – Jan 2021 |
0.92%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCYX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS Y) |
22.28%
Mar 2020 – Mar 2023 |
15.21%
Mar 2020 – Mar 2025 |
8.66%
Mar 2016 – Mar 2026 |
1.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart