Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYINX (INVESCO HIGH YIELD FUND INVESTOR CLASS) | 2.74% | 6.53% | 6.55% | 4.25% | 3.78% | 4.80% | 5.33% | 5.74% |
Data as of 07/25/2025, AR inception is 10/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYINX (INVESCO HIGH YIELD FUND INVESTOR CLASS) | 10/17/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.53 | 6.55 | 4.25 | 3.78 | 4.80 | 5.33 | 5.74 | 2.74 | 7.79 | 9.61 | -9.59 | 3.89 | 3.61 | 12.69 | -3.29 | 5.13 | 11.68 | -3.24 | 1.38 | 7.05 | 17.48 | 1.52 | 14.47 | 54.52 | -25.35 | 1.13 | 11.12 | 2.25 | 7.45 | 4.66 |
| Sharpe Ratio | NA | 0.84 | 0.60 | 0.42 | 0.39 | NA | NA | 0.79 | 0.44 | 1.21 | 1.05 | -1.39 | 1.28 | 0.27 | 2.95 | -1.17 | 1.47 | 2.29 | -0.72 | 0.34 | 1.94 | 5.20 | 0.26 | 3.15 | 7.42 | -2.72 | -0.46 | 2.78 | 0.00 | 1.82 | 7.82 |
| Standard Deviation(%) | NA | 3.98 | 5.28 | 5.24 | 6.01 | NA | NA | 5.56 | 4.29 | 3.44 | 5.70 | 7.96 | 3.03 | 12.36 | 3.80 | 3.99 | 3.05 | 5.01 | 4.56 | 4.00 | 3.61 | 3.38 | 5.64 | 4.57 | 7.33 | 9.65 | 4.42 | 2.79 | 3.71 | 3.55 | 3.15 |
| Draw Down(%) | NA | 3.97 | 8.23 | 14.27 | 23.60 | NA | NA | 34.03 | 3.97 | 1.71 | 4.63 | 14.25 | 2.26 | 23.60 | 1.97 | 6.01 | 2.13 | 4.60 | 8.35 | 6.76 | 6.29 | 2.56 | 10.46 | 5.26 | 7.66 | 32.93 | 6.84 | 2.39 | 5.45 | 7.28 | 0.47 |
| Yield(%) | 0.00 | 6.03 | 5.94 | 5.31 | 5.04 | 5.61 | 5.72 | 6.14 | 2.68 | 6.63 | 6.29 | 4.24 | 4.54 | 5.82 | 5.97 | 4.97 | 5.11 | 5.79 | 5.62 | 5.70 | 5.70 | 6.30 | 7.18 | 8.19 | 12.03 | 8.36 | 7.17 | 7.00 | 6.54 | 4.10 | 1.61 |
Data as of 07/25/2025, AR inception is 10/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYINX (INVESCO HIGH YIELD FUND INVESTOR CLASS) |
-7.32%
Nov 2005 - Nov 2008 |
-2.22%
Nov 2003 - Nov 2008 |
2.42%
Oct 2013 - Oct 2023 |
4.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYINX (INVESCO HIGH YIELD FUND INVESTOR CLASS) |
23.33%
Feb 2009 - Feb 2012 |
18.95%
Nov 2008 - Nov 2013 |
10.59%
Nov 2008 - Nov 2018 |
7.86%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart