Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOTEX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Inter Income Fd Cl R5) | NA | 219,122.48% | 1,173.15% | 360.59% | NA | NA | NA | … | … |
Data as of 02/26/2025, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOTEX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Inter Income Fd Cl R5) | 05/28/2019 | 02/26/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 219,122.48 | 1,173.15 | 360.59 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 4.32 | 3.41 | 3.41 | 2.02 | 1.35 | 1.01 | … | … |
Data as of 02/26/2025, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOTEX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Inter Income Fd Cl R5) |
-4.98%
Oct 2020 – Oct 2023 |
-0.17%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOTEX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Inter Income Fd Cl R5) |
-0.08%
Jul 2019 – Jul 2022 |
0.78%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart