Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPBRX (INVESCO CORE PLUS BOND FUND CLASS R) | -0.40% | 4.21% | 4.53% | -0.47% | 1.45% | 2.30% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPBRX (INVESCO CORE PLUS BOND FUND CLASS R) | 06/04/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 4.21 | 4.53 | -0.47 | 1.45 | 2.30 | NA | … | … | -0.40 | 6.44 | 3.05 | 5.86 | -14.88 | -1.80 | 5.95 | 10.98 | -2.87 | 4.76 | 4.29 | 0.04 | 6.66 | -0.64 | 7.83 | 5.09 | 6.16 | 5.05 |
| Sharpe Ratio | NA | 0.74 | 0.37 | -0.51 | -0.01 | NA | NA | … | … | -0.45 | 0.83 | -0.11 | 0.33 | -2.38 | -0.59 | 0.86 | 3.08 | -1.55 | 1.54 | 1.44 | 0.00 | 0.18 | -0.21 | 3.25 | 1.38 | 1.66 | 2.38 |
| Standard Deviation(%) | NA | 3.84 | 5.14 | 5.51 | 4.78 | NA | NA | … | … | 4.19 | 4.32 | 5.10 | 6.77 | 6.88 | 3.10 | 6.60 | 3.09 | 2.76 | 2.68 | 2.84 | 3.38 | 36.56 | 3.24 | 2.41 | 3.67 | 3.66 | 3.71 |
| Draw Down(%) | NA | 3.07 | 6.10 | 21.95 | 23.27 | NA | NA | … | … | 3.07 | 3.09 | 3.58 | 8.65 | 19.81 | 3.08 | 10.89 | 1.88 | 3.89 | 1.48 | 3.71 | 3.14 | 23.18 | 5.56 | 1.02 | 1.95 | 3.36 | 1.77 |
| Yield(%) | 0.00 | 3.42 | 4.09 | 2.98 | 2.86 | 3.13 | 2.90 | … | … | 1.32 | 3.91 | 4.40 | 4.21 | 2.66 | 1.63 | 2.37 | 3.26 | 3.02 | 2.67 | 2.56 | 3.21 | 3.93 | 3.18 | 3.65 | 3.39 | 4.46 | 2.23 |
Data as of 06/05/2026, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBRX (INVESCO CORE PLUS BOND FUND CLASS R) |
-6.97%
Oct 2020 – Oct 2023 |
-1.82%
Oct 2017 – Oct 2022 |
0.56%
Oct 2012 – Oct 2022 |
2.31%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBRX (INVESCO CORE PLUS BOND FUND CLASS R) |
6.63%
Oct 2022 – Oct 2025 |
5.16%
Jan 2010 – Jan 2015 |
4.30%
Nov 2010 – Nov 2020 |
2.70%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart