Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACMX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS C) | 5.74% | 13.48% | 8.90% | 1.44% | 3.12% | 3.30% | 3.16% | … | … |
Data as of 06/03/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACMX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS C) | 05/18/2005 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 13.48 | 8.90 | 1.44 | 3.12 | 3.30 | 3.16 | … | … | 5.74 | 10.36 | 5.43 | 8.89 | -19.36 | 3.24 | 3.55 | 13.45 | -5.20 | 7.02 | 5.87 | -3.86 | 4.34 | 4.83 | 10.31 | 3.06 | 8.43 | 16.43 | -21.57 | 5.49 | 7.28 | 5.13 |
| Sharpe Ratio | NA | 1.65 | 0.83 | -0.15 | 0.19 | NA | NA | … | … | 1.42 | 0.98 | 0.29 | 0.79 | -1.88 | 0.49 | 0.22 | 2.97 | -1.39 | 2.80 | 1.15 | -0.74 | 1.14 | 0.96 | 2.28 | 0.43 | 1.27 | 1.94 | -1.74 | 0.37 | 0.76 | 1.45 |
| Standard Deviation(%) | NA | 6.64 | 7.10 | 7.95 | 7.81 | NA | NA | … | … | 8.07 | 7.64 | 6.29 | 6.65 | 11.12 | 6.54 | 14.75 | 4.03 | 4.74 | 2.28 | 4.93 | 5.25 | 3.78 | 4.99 | 4.54 | 7.12 | 6.58 | 8.41 | 12.89 | 6.40 | 5.09 | 4.05 |
| Draw Down(%) | NA | 5.21 | 7.87 | 25.23 | 25.23 | NA | NA | … | … | 5.21 | 7.41 | 3.66 | 7.52 | 21.84 | 5.31 | 20.99 | 1.82 | 8.57 | 1.15 | 3.68 | 7.99 | 3.57 | 6.29 | 3.62 | 5.93 | 5.44 | 10.18 | 27.13 | 4.71 | 5.01 | 2.66 |
| Yield(%) | 0.00 | 1.78 | 1.74 | 1.24 | 2.18 | 2.26 | 2.52 | … | … | 0.00 | 2.35 | 1.77 | 1.08 | 0.96 | 1.17 | 1.60 | 6.11 | 2.99 | 2.53 | 1.80 | 1.87 | 1.87 | 1.61 | 2.90 | 3.11 | 2.16 | 4.50 | 3.85 | 4.18 | 2.91 | 1.09 |
Data as of 06/03/2026, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACMX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS C) |
-6.66%
Feb 2006 – Feb 2009 |
-1.62%
Sep 2017 – Sep 2022 |
0.43%
Oct 2013 – Oct 2023 |
1.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACMX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS C) |
13.69%
Feb 2009 – Feb 2012 |
10.41%
Feb 2009 – Feb 2014 |
6.24%
Feb 2009 – Feb 2019 |
4.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart