Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAAYX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS Y) | 6.03% | 14.05% | 9.94% | 2.34% | 4.14% | 4.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAYX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS Y) | 10/10/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 14.05 | 9.94 | 2.34 | 4.14 | 4.37 | NA | … | … | 6.03 | 9.34 | 6.44 | 10.02 | -18.49 | 4.25 | 4.67 | 14.60 | -4.27 | 8.15 | 6.90 | -2.83 | 5.27 | 5.92 | 11.47 | 3.95 | 10.03 | 17.55 | 0.39 |
| Sharpe Ratio | NA | 1.77 | 0.97 | -0.02 | 0.32 | NA | NA | … | … | 1.44 | 0.86 | -0.02 | 0.87 | -1.80 | 0.65 | 0.30 | 3.27 | -1.17 | 3.32 | 1.37 | -0.54 | 1.42 | 1.18 | 2.54 | 0.55 | 1.51 | 2.09 | 0.08 |
| Standard Deviation(%) | NA | 6.74 | 7.10 | 7.93 | 7.82 | NA | NA | … | … | 8.33 | 7.67 | 6.20 | 6.70 | 11.09 | 6.46 | 14.82 | 4.03 | 4.79 | 2.27 | 4.88 | 5.25 | 3.70 | 4.99 | 4.53 | 7.07 | 6.56 | 8.35 | 20.19 |
| Draw Down(%) | NA | 5.40 | 7.55 | 24.43 | 24.43 | NA | NA | … | … | 5.40 | 7.18 | 3.52 | 7.29 | 21.17 | 5.10 | 20.93 | 1.71 | 7.71 | 1.05 | 3.65 | 7.52 | 3.46 | 6.24 | 3.41 | 5.78 | 4.94 | 10.04 | 9.85 |
| Yield(%) | 0.00 | 2.54 | 2.72 | 2.07 | 3.15 | 3.31 | 3.70 | … | … | 0.00 | 3.40 | 2.81 | 2.12 | 1.84 | 2.21 | 2.57 | 7.18 | 3.96 | 3.57 | 2.84 | 2.86 | 2.90 | 2.13 | 3.97 | 3.78 | 3.72 | 5.64 | 5.81 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAYX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS Y) |
-4.34%
Nov 2020 – Nov 2023 |
-0.62%
Sep 2017 – Sep 2022 |
1.45%
Oct 2013 – Oct 2023 |
3.82%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAYX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS Y) |
15.00%
Feb 2009 – Feb 2012 |
11.61%
Feb 2009 – Feb 2014 |
7.35%
Feb 2009 – Feb 2019 |
5.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart