Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIZAX (INVESCO MULTI-ASSET INFLATION FUND CLASS A) | NA | 0.04% | 1.83% | -0.70% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIZAX (INVESCO MULTI-ASSET INFLATION FUND CLASS A) | 10/15/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 0.04 | 1.83 | -0.70 | NA | NA | NA | … | … | 6.88 | -10.58 | 6.27 | 9.91 | -11.40 | -3.25 |
| Sharpe Ratio | NA | -0.19 | 0.08 | -0.16 | NA | NA | NA | … | … | 1.02 | -1.25 | 1.05 | 0.89 | -1.09 | -1.28 |
| Standard Deviation(%) | NA | 7.79 | 7.31 | 8.92 | NA | NA | NA | … | … | 6.69 | 9.50 | 5.39 | 10.86 | 10.45 | 11.38 |
| Draw Down(%) | NA | 9.76 | 13.35 | 23.11 | NA | NA | NA | … | … | 4.48 | 15.48 | 3.81 | 7.78 | 15.35 | 7.90 |
| Yield(%) | 0.00 | 2.30 | 2.51 | 1.76 | 0.89 | 0.59 | 0.45 | … | … | 0.00 | 2.24 | 2.75 | 2.71 | 1.08 | 1.05 |
Data as of 10/30/2019, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIZAX (INVESCO MULTI-ASSET INFLATION FUND CLASS A) |
-0.50%
Nov 2014 – Nov 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIZAX (INVESCO MULTI-ASSET INFLATION FUND CLASS A) |
5.98%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart