Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIAX (INVESCO INCOME ALLOCATION FUND CLASS C) | 4.02% | 12.20% | 8.23% | 2.74% | 3.92% | 4.35% | 4.26% | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIAX (INVESCO INCOME ALLOCATION FUND CLASS C) | 11/11/2005 | 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 (%) | 0.26 | 12.20 | 8.23 | 2.74 | 3.92 | 4.35 | 4.26 | … | … | 4.02 | 10.70 | 5.07 | 6.42 | -12.43 | 6.75 | 1.56 | 14.55 | -5.15 | 7.39 | 8.35 | -1.79 | 7.65 | 5.73 | 10.98 | 2.77 | 9.18 | 19.87 | -19.46 | 2.62 | 10.75 | 0.60 |
| Sharpe Ratio | NA | 1.86 | 0.85 | 0.04 | 0.31 | NA | NA | … | … | 1.19 | 1.17 | 0.27 | 0.43 | -1.50 | 1.68 | 0.08 | 3.95 | -1.57 | 2.61 | 1.59 | -0.36 | 2.14 | 1.23 | 3.00 | 0.43 | 1.53 | 2.51 | -1.77 | -0.10 | 1.96 | 0.38 |
| Standard Deviation(%) | NA | 5.24 | 6.25 | 6.75 | 7.38 | NA | NA | … | … | 6.38 | 6.68 | 5.44 | 6.44 | 9.27 | 4.00 | 16.17 | 3.31 | 4.19 | 2.59 | 5.11 | 5.01 | 3.56 | 4.63 | 3.68 | 6.42 | 5.93 | 7.89 | 11.48 | 5.53 | 3.75 | 4.64 |
| Draw Down(%) | NA | 4.31 | 6.82 | 17.57 | 24.09 | NA | NA | … | … | 4.31 | 6.22 | 3.22 | 8.45 | 17.57 | 2.42 | 24.09 | 1.42 | 7.29 | 1.48 | 3.75 | 5.56 | 2.60 | 5.67 | 3.06 | 6.30 | 5.16 | 10.92 | 25.63 | 4.63 | 2.02 | 1.46 |
| Yield(%) | 0.00 | 3.38 | 3.68 | 2.83 | 3.40 | 3.56 | 3.65 | … | … | 1.15 | 3.75 | 3.47 | 3.42 | 2.33 | 2.56 | 3.28 | 6.65 | 2.88 | 2.92 | 3.11 | 2.91 | 3.00 | 2.66 | 2.97 | 2.93 | 3.43 | 4.36 | 6.41 | 4.91 | 3.27 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIAX (INVESCO INCOME ALLOCATION FUND CLASS C) |
-5.85%
Feb 2006 – Feb 2009 |
-0.16%
Sep 2017 – Sep 2022 |
2.15%
Oct 2013 – Oct 2023 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIAX (INVESCO INCOME ALLOCATION FUND CLASS C) |
14.37%
Feb 2009 – Feb 2012 |
11.68%
Feb 2009 – Feb 2014 |
7.64%
Feb 2009 – Feb 2019 |
5.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart