Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMSHX (INVESCO MACRO ALLOCATION STRATEGY FUND CLASS Y) | NA | 633,508.84% | 1,748.13% | 486.16% | 143.18% | NA | NA | … | … |
Data as of 04/04/2025, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMSHX (INVESCO MACRO ALLOCATION STRATEGY FUND CLASS Y) | 09/28/2012 | 04/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 633,508.84 | 1,748.13 | 486.16 | 143.18 | NA | NA | … | … | 654,797.69 | 1.90 | 1.50 | -11.83 | 2.88 | 3.52 | 4.04 | -3.50 | 7.51 | 9.40 | -3.13 | 4.87 | 6.78 | 0.80 |
| Sharpe Ratio | NA | 720.92 | 3.44 | 1.23 | 0.51 | NA | NA | … | … | NA | -0.30 | -0.47 | -1.62 | 0.48 | 0.33 | 0.43 | -0.69 | 1.46 | 1.19 | -0.43 | 1.00 | 0.96 | 0.54 |
| Standard Deviation(%) | NA | 878.74 | 507.37 | 392.71 | 277.63 | NA | NA | … | … | 1,740.14 | 5.67 | 4.66 | 8.20 | 5.92 | 9.98 | 5.91 | 7.15 | 4.72 | 7.73 | 7.30 | 4.86 | 7.05 | 5.98 |
| Draw Down(%) | NA | 4.67 | 9.15 | 15.35 | 17.17 | NA | NA | … | … | 0.99 | 4.91 | 3.42 | 12.53 | 4.72 | 15.46 | 5.53 | 10.63 | 3.36 | 4.43 | 9.00 | 5.78 | 8.16 | 2.59 |
| Yield(%) | 0.00 | 98.36 | 32.64 | 21.63 | 11.17 | 8.32 | 6.24 | … | … | 101.59 | 8.61 | 1.63 | 0.00 | 9.17 | 0.00 | 7.67 | 0.29 | 4.59 | 13.69 | 2.44 | 3.69 | 6.65 | 0.00 |
Data as of 04/04/2025, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMSHX (INVESCO MACRO ALLOCATION STRATEGY FUND CLASS Y) |
-3.10%
Aug 2021 – Aug 2024 |
-1.68%
Jan 2018 – Jan 2023 |
1.00%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMSHX (INVESCO MACRO ALLOCATION STRATEGY FUND CLASS Y) |
1,750.42%
Mar 2022 – Mar 2025 |
486.74%
Mar 2020 – Mar 2025 |
143.02%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart