Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INABX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS B) | NA | 26.69% | 7.41% | 5.86% | 2.77% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INABX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS B) | 11/16/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 26.69 | 7.41 | 5.86 | 2.77 | NA | NA | … | … | 6.79 | 23.98 | 5.29 | -10.18 | -2.52 | 12.09 | 12.78 | -9.22 | 11.18 | 37.67 | -44.74 | 9.61 | 25.50 | 4.49 |
| Sharpe Ratio | NA | 3.31 | 0.52 | 0.45 | 0.13 | NA | NA | … | … | 24.64 | 2.96 | 0.30 | -0.70 | -0.26 | 1.14 | 0.91 | -0.40 | 0.59 | 1.39 | -1.19 | 0.42 | 1.84 | 4.31 |
| Standard Deviation(%) | NA | 7.87 | 13.66 | 12.46 | 20.06 | NA | NA | … | … | 6.08 | 7.92 | 17.03 | 14.69 | 9.87 | 10.58 | 14.03 | 23.04 | 18.88 | 26.97 | 38.15 | 15.77 | 12.12 | 9.72 |
| Draw Down(%) | NA | 3.43 | 26.56 | 28.12 | 55.88 | NA | NA | … | … | 0.40 | 3.43 | 12.04 | 18.87 | 12.32 | 9.75 | 14.30 | 22.63 | 16.46 | 26.12 | 55.19 | 11.79 | 14.42 | 2.12 |
| Yield(%) | 0.00 | 1.47 | 0.83 | 0.86 | 1.60 | 1.73 | 1.30 | … | … | 0.00 | 1.52 | 0.69 | 0.49 | 0.83 | 0.78 | 2.01 | 0.69 | 1.43 | 1.53 | 7.86 | 3.25 | 1.80 | 0.00 |
Data as of 01/26/2018, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INABX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS B) |
-15.79%
Feb 2006 – Feb 2009 |
-6.07%
May 2007 – May 2012 |
-0.19%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INABX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS B) |
21.83%
Feb 2009 – Feb 2012 |
15.96%
Feb 2009 – Feb 2014 |
1.58%
Dec 2005 – Dec 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart