Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICIRX (Invesco Conservative Income Fund Class R6) | 1.08% | 3.52% | 4.92% | 3.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICIRX (Invesco Conservative Income Fund Class R6) | 05/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.52 | 4.92 | 3.35 | NA | NA | NA | … | … | 1.08 | 4.39 | 5.71 | 5.51 | 0.42 | -0.17 | 0.86 |
| Sharpe Ratio | NA | 1.05 | 1.21 | 0.64 | NA | NA | NA | … | … | 0.33 | 1.07 | 1.24 | 1.25 | -1.11 | -0.53 | 3.41 |
| Standard Deviation(%) | NA | 1.33 | 1.51 | 1.32 | NA | NA | NA | … | … | 1.25 | 1.42 | 1.68 | 1.50 | 0.91 | 0.37 | 0.38 |
| Draw Down(%) | NA | 0.30 | 0.40 | 1.33 | NA | NA | NA | … | … | 0.30 | 0.40 | 0.30 | 0.30 | 1.00 | 0.36 | 0.10 |
| Yield(%) | 0.00 | 3.65 | 4.63 | 3.37 | 1.75 | 1.17 | 0.88 | … | … | 1.37 | 4.30 | 5.35 | 4.28 | 1.40 | 0.42 | 0.47 |
Data as of 06/04/2026, Common starting date is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIRX (Invesco Conservative Income Fund Class R6) |
0.90%
Jun 2020 – Jun 2023 |
2.80%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICIRX (Invesco Conservative Income Fund Class R6) |
5.26%
Oct 2022 – Oct 2025 |
3.37%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart