Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INACX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS C) | NA | -12.64% | -4.17% | -2.74% | 2.22% | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INACX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS C) | 11/16/2005 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | -12.64 | -4.17 | -2.74 | 2.22 | NA | NA | … | … | -21.00 | 21.64 | -16.96 | 23.98 | 5.29 | -10.18 | -2.52 | 12.09 | 12.78 | -9.22 | 11.81 | 37.67 | -44.70 | 9.53 | 25.50 | 4.49 |
| Sharpe Ratio | NA | -0.52 | -0.30 | -0.21 | 0.11 | NA | NA | … | … | -1.16 | 1.92 | -1.39 | 2.97 | 0.30 | -0.70 | -0.25 | 1.15 | 0.91 | -0.40 | 0.62 | 1.39 | -1.20 | 0.41 | 1.83 | 4.26 |
| Standard Deviation(%) | NA | 26.17 | 17.74 | 16.82 | 16.23 | NA | NA | … | … | 40.74 | 10.53 | 13.12 | 7.91 | 16.98 | 14.68 | 9.94 | 10.52 | 14.07 | 23.11 | 18.95 | 26.95 | 38.06 | 15.78 | 12.16 | 9.85 |
| Draw Down(%) | NA | 35.46 | 37.90 | 37.90 | 37.90 | NA | NA | … | … | 35.46 | 7.44 | 24.55 | 3.43 | 12.04 | 18.89 | 12.33 | 9.76 | 14.21 | 22.63 | 16.41 | 26.12 | 55.16 | 11.79 | 14.50 | 2.21 |
| Yield(%) | 1.81 | 2.48 | 1.41 | 1.03 | 1.35 | 1.98 | 1.48 | … | … | 1.45 | 0.96 | 0.37 | 1.52 | 0.69 | 0.49 | 0.83 | 0.78 | 2.01 | 0.69 | 2.02 | 1.53 | 7.86 | 3.25 | 1.80 | 0.00 |
Data as of 05/15/2020, 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 |
|---|---|---|---|---|
| INACX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS C) |
-15.79%
Feb 2006 – Feb 2009 |
-5.96%
May 2007 – May 2012 |
-0.14%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INACX (INVESCO INTERNATIONAL ALLOCATION FUND CLASS C) |
22.06%
Feb 2009 – Feb 2012 |
16.08%
Feb 2009 – Feb 2014 |
8.30%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart