Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPNFX (Invesco Multi Asset Income Fund Cl R5) | 4.18% | 12.20% | 8.89% | 3.03% | 3.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPNFX (Invesco Multi Asset Income Fund Cl R5) | 12/15/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 12.20 | 8.89 | 3.03 | 3.95 | NA | NA | … | … | 4.18 | 10.97 | 6.32 | 11.03 | -17.03 | 6.28 | -4.49 | 16.42 | -5.05 | 11.50 | 11.61 | 0.04 | 9.75 | -2.45 | 13.06 | 0.80 |
| Sharpe Ratio | NA | 1.59 | 0.88 | 0.09 | 0.28 | NA | NA | … | … | 0.98 | 1.06 | 0.50 | 1.17 | -1.96 | 1.67 | -0.24 | 3.33 | -1.16 | 2.68 | 1.64 | 0.00 | 2.93 | -0.40 | 2.70 | 2.44 |
| Standard Deviation(%) | NA | 6.29 | 6.76 | 7.11 | 8.64 | NA | NA | … | … | 7.88 | 7.70 | 5.42 | 6.34 | 9.47 | 3.76 | 19.70 | 4.48 | 5.59 | 4.06 | 6.96 | 4.73 | 3.32 | 6.19 | 4.85 | 9.10 |
| Draw Down(%) | NA | 5.49 | 7.30 | 20.05 | 30.44 | NA | NA | … | … | 5.49 | 7.08 | 3.23 | 6.28 | 20.05 | 2.44 | 30.44 | 2.30 | 7.81 | 2.32 | 6.67 | 7.27 | 3.51 | 11.13 | 2.77 | 1.39 |
| Yield(%) | 0.00 | 6.21 | 6.52 | 5.39 | 5.40 | 5.36 | 4.02 | … | … | 2.27 | 6.49 | 6.47 | 7.27 | 5.72 | 6.22 | 5.43 | 5.63 | 5.16 | 6.44 | 4.44 | 5.08 | 5.53 | 5.36 | 6.68 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPNFX (Invesco Multi Asset Income Fund Cl R5) |
-5.76%
Sep 2019 – Sep 2022 |
-1.63%
Sep 2017 – Sep 2022 |
2.08%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPNFX (Invesco Multi Asset Income Fund Cl R5) |
9.77%
Oct 2022 – Oct 2025 |
7.38%
Aug 2013 – Aug 2018 |
4.90%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart