Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICIFX (Invesco Conservative Income Fund Instl C) | 1.08% | 3.57% | 4.99% | 3.37% | 2.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICIFX (Invesco Conservative Income Fund Instl C) | 07/09/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.57 | 4.99 | 3.37 | 2.56 | NA | NA | … | … | 1.08 | 4.55 | 5.72 | 5.54 | 0.33 | -0.18 | 1.75 | 3.04 | 2.03 | 1.47 | 1.08 | 0.37 | -0.10 |
| Sharpe Ratio | NA | 1.04 | 1.17 | 0.62 | 0.83 | NA | NA | … | … | 0.13 | 1.17 | 1.22 | 1.18 | -1.21 | -0.45 | 1.38 | 1.74 | 0.94 | 1.19 | 1.49 | 1.15 | -0.84 |
| Standard Deviation(%) | NA | 1.38 | 1.57 | 1.36 | 1.12 | NA | NA | … | … | 1.27 | 1.44 | 1.73 | 1.61 | 0.91 | 0.46 | 1.08 | 0.91 | 0.69 | 0.69 | 0.58 | 0.30 | 0.26 |
| Draw Down(%) | NA | 0.40 | 0.40 | 1.33 | 2.19 | NA | NA | … | … | 0.40 | 0.40 | 0.20 | 0.30 | 1.00 | 0.46 | 2.19 | 0.20 | 0.10 | 0.10 | 0.20 | 0.10 | 0.10 |
| Yield(%) | 0.00 | 3.70 | 4.66 | 3.38 | 2.51 | 1.73 | 1.30 | … | … | 1.37 | 4.34 | 5.36 | 4.31 | 1.42 | 0.41 | 1.24 | 2.51 | 2.21 | 1.36 | 0.98 | 0.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIFX (Invesco Conservative Income Fund Instl C) |
0.42%
Oct 2019 – Oct 2022 |
1.26%
Sep 2017 – Sep 2022 |
1.92%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIFX (Invesco Conservative Income Fund Instl C) |
5.32%
Oct 2022 – Oct 2025 |
3.37%
Apr 2021 – Apr 2026 |
2.57%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart