Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBAX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS B) | NA | 7.99% | 3.12% | 3.67% | 3.50% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBAX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS B) | 05/18/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 7.99 | 3.12 | 3.67 | 3.50 | NA | NA | … | … | 1.91 | 7.02 | 5.88 | -3.86 | 4.34 | 4.83 | 10.33 | 3.06 | 8.45 | 16.47 | -21.68 | 5.40 | 7.28 | 5.13 |
| Sharpe Ratio | NA | 3.20 | 0.65 | 0.79 | 0.51 | NA | NA | … | … | 12.41 | 2.83 | 1.16 | -0.74 | 1.16 | 0.96 | 2.25 | 0.43 | 1.29 | 1.96 | -1.76 | 0.38 | 0.79 | 1.51 |
| Standard Deviation(%) | NA | 2.29 | 4.32 | 4.36 | 6.64 | NA | NA | … | … | 2.37 | 2.27 | 4.88 | 5.25 | 3.71 | 5.00 | 4.60 | 7.08 | 6.49 | 8.34 | 12.81 | 6.26 | 5.04 | 3.96 |
| Draw Down(%) | NA | 1.15 | 10.25 | 10.25 | 28.14 | NA | NA | … | … | 0.17 | 1.15 | 3.69 | 7.92 | 3.58 | 6.30 | 3.63 | 5.94 | 5.45 | 10.20 | 27.06 | 4.63 | 4.92 | 2.56 |
| Yield(%) | 0.00 | 2.51 | 1.99 | 1.96 | 2.46 | 2.32 | 1.74 | … | … | 0.00 | 2.52 | 1.80 | 1.87 | 1.86 | 1.60 | 2.91 | 3.12 | 2.17 | 4.51 | 3.85 | 4.18 | 2.91 | 1.09 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| CMBAX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS B) |
-6.73%
Feb 2006 – Feb 2009 |
1.03%
May 2007 – May 2012 |
2.58%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBAX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS B) |
13.72%
Feb 2009 – Feb 2012 |
10.43%
Feb 2009 – Feb 2014 |
3.71%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart