Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIZSX (INVESCO MULTI-ASSET INFLATION FUND CLASS R6) | NA | 0.14% | 2.02% | -0.47% | 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 |
|---|---|---|
| MIZSX (INVESCO MULTI-ASSET INFLATION FUND CLASS R6) | 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 (%) | -1.44 | 0.14 | 2.02 | -0.47 | NA | NA | NA | … | … | 6.87 | -10.66 | 6.62 | 10.17 | -11.10 | -3.20 |
| Sharpe Ratio | NA | -0.17 | 0.10 | -0.13 | NA | NA | NA | … | … | 0.99 | -1.25 | 1.12 | 0.91 | -1.07 | -1.26 |
| Standard Deviation(%) | NA | 7.90 | 7.34 | 8.92 | NA | NA | NA | … | … | 6.86 | 9.61 | 5.36 | 10.87 | 10.39 | 11.34 |
| Draw Down(%) | NA | 9.75 | 13.13 | 22.98 | NA | NA | NA | … | … | 4.47 | 15.54 | 3.70 | 7.89 | 15.26 | 7.99 |
| Yield(%) | 0.00 | 2.58 | 2.72 | 1.92 | 0.98 | 0.65 | 0.49 | … | … | 0.00 | 2.52 | 2.99 | 2.85 | 1.27 | 1.10 |
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 |
|---|---|---|---|---|
| MIZSX (INVESCO MULTI-ASSET INFLATION FUND CLASS R6) |
-0.26%
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 |
|---|---|---|---|---|
| MIZSX (INVESCO MULTI-ASSET INFLATION FUND CLASS R6) |
6.25%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart