Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMARX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R) | 5.95% | 13.67% | 9.43% | 1.85% | 3.64% | 3.86% | 3.68% | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMARX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R) | 05/18/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 13.67 | 9.43 | 1.85 | 3.64 | 3.86 | 3.68 | … | … | 5.95 | 8.65 | 5.91 | 9.50 | -18.95 | 3.74 | 4.15 | 14.05 | -4.68 | 7.53 | 6.38 | -3.33 | 4.75 | 5.37 | 10.92 | 3.60 | 8.95 | 17.05 | -21.31 | 5.91 | 7.83 | 5.47 |
| Sharpe Ratio | NA | 1.73 | 0.91 | -0.08 | 0.26 | NA | NA | … | … | 1.43 | 0.85 | -0.11 | 0.79 | -1.84 | 0.57 | 0.26 | 3.14 | -1.27 | 2.99 | 1.26 | -0.64 | 1.25 | 1.08 | 2.42 | 0.50 | 1.37 | 2.00 | -1.73 | 0.46 | 0.91 | 1.63 |
| Standard Deviation(%) | NA | 6.64 | 7.07 | 7.93 | 7.82 | NA | NA | … | … | 8.21 | 7.64 | 6.21 | 6.73 | 11.09 | 6.49 | 14.85 | 4.03 | 4.72 | 2.31 | 4.89 | 5.27 | 3.78 | 4.96 | 4.52 | 7.14 | 6.45 | 8.47 | 12.81 | 6.34 | 5.05 | 4.01 |
| Draw Down(%) | NA | 5.33 | 7.73 | 24.82 | 24.82 | NA | NA | … | … | 5.33 | 7.32 | 3.53 | 7.34 | 21.53 | 5.24 | 20.93 | 1.80 | 8.11 | 1.06 | 3.66 | 7.78 | 3.51 | 6.25 | 3.51 | 5.89 | 5.41 | 10.05 | 26.76 | 4.60 | 4.90 | 2.56 |
| Yield(%) | 0.00 | 2.15 | 2.22 | 1.65 | 2.66 | 2.79 | 2.99 | … | … | 0.00 | 2.87 | 2.27 | 1.61 | 1.40 | 1.69 | 2.09 | 6.64 | 3.48 | 3.05 | 2.32 | 2.37 | 2.38 | 1.87 | 3.43 | 3.44 | 2.69 | 5.01 | 4.29 | 4.60 | 3.28 | 1.24 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CMARX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R) |
-6.29%
Feb 2006 – Feb 2009 |
-1.13%
Sep 2017 – Sep 2022 |
0.94%
Oct 2013 – Oct 2023 |
1.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMARX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R) |
14.30%
Feb 2009 – Feb 2012 |
11.00%
Feb 2009 – Feb 2014 |
6.78%
Feb 2009 – Feb 2019 |
4.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart