Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBRFX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R6) | 30.58% | 49.95% | 19.04% | 11.37% | 7.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBRFX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R6) | 09/25/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 49.95 | 19.04 | 11.37 | 7.83 | NA | NA | … | … | 30.58 | 18.83 | 5.81 | -3.26 | 8.06 | 19.42 | 8.00 | 4.46 | -11.87 | 5.04 | 12.03 | -16.44 | -15.77 | -13.81 | -5.99 |
| Sharpe Ratio | NA | 2.78 | 1.13 | 0.58 | 0.44 | NA | NA | … | … | 3.84 | 1.34 | 0.20 | -0.54 | 0.30 | 1.34 | 0.41 | 0.32 | -1.38 | 0.46 | 0.99 | -1.45 | -1.66 | -1.02 | -1.69 |
| Standard Deviation(%) | NA | 17.30 | 13.81 | 15.84 | 14.31 | NA | NA | … | … | 23.32 | 11.99 | 10.96 | 12.92 | 21.87 | 14.49 | 18.91 | 9.32 | 9.65 | 9.50 | 11.94 | 11.35 | 9.51 | 13.51 | 12.66 |
| Draw Down(%) | NA | 9.14 | 9.27 | 20.46 | 38.04 | NA | NA | … | … | 9.14 | 8.49 | 9.27 | 10.73 | 19.49 | 7.94 | 31.32 | 8.20 | 15.21 | 13.32 | 7.54 | 17.48 | 19.05 | 19.13 | 7.66 |
| Yield(%) | 0.00 | 13.70 | 7.58 | 8.05 | 5.19 | 2.31 | 1.73 | … | … | 0.00 | 14.05 | 4.97 | 3.52 | 9.65 | 16.70 | 0.00 | 0.94 | 0.31 | 0.04 | 3.10 | 0.00 | 0.00 | 0.07 | 1.98 |
Data as of 06/04/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBRFX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R6) |
-16.24%
Jan 2013 – Jan 2016 |
-7.77%
Oct 2012 – Oct 2017 |
-1.34%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBRFX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R6) |
22.33%
Mar 2020 – Mar 2023 |
15.22%
Mar 2020 – Mar 2025 |
8.73%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart