Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILAAX (INVESCO INCOME ALLOCATION FUND CLASS R5) | 4.56% | 13.15% | 9.41% | 3.76% | 4.95% | 5.43% | 5.31% | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILAAX (INVESCO INCOME ALLOCATION FUND CLASS R5) | 11/09/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 13.15 | 9.41 | 3.76 | 4.95 | 5.43 | 5.31 | … | … | 4.56 | 11.96 | 6.14 | 7.52 | -11.55 | 7.74 | 2.59 | 15.81 | -4.20 | 8.26 | 9.43 | -0.82 | 8.72 | 6.81 | 12.11 | 3.80 | 10.30 | 20.96 | -18.55 | 3.66 | 11.88 | 2.39 |
| Sharpe Ratio | NA | 2.07 | 1.03 | 0.19 | 0.46 | NA | NA | … | … | 1.31 | 1.37 | 0.46 | 0.59 | -1.40 | 1.94 | 0.14 | 4.28 | -1.34 | 3.10 | 1.79 | -0.17 | 2.45 | 1.46 | 3.65 | 0.59 | 1.73 | 2.63 | -1.68 | 0.09 | 2.24 | 4.91 |
| Standard Deviation(%) | NA | 5.28 | 6.27 | 6.78 | 7.39 | NA | NA | … | … | 6.52 | 6.63 | 5.50 | 6.55 | 9.28 | 3.97 | 16.14 | 3.35 | 4.19 | 2.46 | 5.15 | 4.98 | 3.55 | 4.65 | 3.33 | 6.39 | 5.90 | 7.93 | 11.55 | 5.60 | 3.80 | 3.19 |
| Draw Down(%) | NA | 4.23 | 6.59 | 16.97 | 24.06 | NA | NA | … | … | 4.23 | 6.06 | 3.23 | 7.86 | 16.97 | 2.25 | 24.06 | 1.37 | 6.45 | 1.40 | 3.66 | 4.97 | 2.53 | 5.58 | 2.19 | 6.10 | 5.05 | 10.79 | 25.26 | 4.48 | 1.96 | 0.39 |
| Yield(%) | 0.00 | 4.36 | 4.73 | 3.74 | 4.38 | 4.66 | 4.68 | … | … | 1.50 | 4.81 | 4.50 | 4.45 | 3.27 | 3.60 | 4.21 | 7.81 | 3.85 | 3.75 | 4.13 | 3.88 | 4.02 | 3.68 | 4.03 | 3.94 | 4.47 | 5.44 | 7.31 | 5.94 | 4.31 | 1.49 |
Data as of 06/04/2026, Common starting date is 11/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILAAX (INVESCO INCOME ALLOCATION FUND CLASS R5) |
-4.87%
Feb 2006 – Feb 2009 |
0.82%
Sep 2017 – Sep 2022 |
3.17%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILAAX (INVESCO INCOME ALLOCATION FUND CLASS R5) |
15.52%
Feb 2009 – Feb 2012 |
12.80%
Feb 2009 – Feb 2014 |
8.70%
Feb 2009 – Feb 2019 |
6.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart