Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMASX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS S) | 4.27% | 12.24% | 9.17% | 1.84% | 3.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMASX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS S) | 06/07/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 12.24 | 9.17 | 1.84 | 3.77 | NA | NA | … | … | 4.27 | 9.37 | 6.27 | 9.93 | -18.71 | 4.18 | 4.51 | 14.38 | -4.31 | 7.98 | 6.17 | -3.04 | 5.21 | 5.73 | 11.27 | 0.54 |
| Sharpe Ratio | NA | 1.75 | 0.95 | -0.04 | 0.30 | NA | NA | … | … | 1.44 | 0.87 | -0.05 | 0.86 | -1.82 | 0.64 | 0.29 | 3.23 | -1.18 | 3.20 | 1.24 | -0.58 | 1.38 | 1.14 | 2.49 | 0.11 |
| Standard Deviation(%) | NA | 6.70 | 7.10 | 7.93 | 7.81 | NA | NA | … | … | 8.29 | 7.66 | 6.24 | 6.67 | 11.05 | 6.52 | 14.80 | 4.02 | 4.78 | 2.31 | 4.83 | 5.28 | 3.76 | 4.98 | 4.55 | 8.66 |
| Draw Down(%) | NA | 5.47 | 7.60 | 24.54 | 24.54 | NA | NA | … | … | 5.47 | 7.19 | 3.51 | 7.31 | 21.26 | 5.20 | 20.89 | 1.71 | 7.83 | 1.05 | 3.64 | 7.66 | 3.49 | 6.22 | 3.49 | 5.78 |
| Yield(%) | 0.00 | 2.44 | 2.57 | 1.95 | 2.95 | 3.11 | 2.33 | … | … | 0.00 | 3.25 | 2.65 | 1.96 | 1.71 | 2.06 | 2.42 | 7.00 | 3.81 | 3.42 | 2.13 | 2.72 | 2.75 | 2.05 | 3.80 | 1.51 |
Data as of 06/05/2026, Common starting date is 06/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMASX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS S) |
-4.48%
Nov 2020 – Nov 2023 |
-0.76%
Sep 2017 – Sep 2022 |
1.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMASX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS S) |
9.99%
May 2023 – May 2026 |
6.05%
Feb 2016 – Feb 2021 |
5.63%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart