Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAAJX (Invesco Active Allocation Fund Class R5) | 11.45% | 22.85% | 15.14% | 6.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAAJX (Invesco Active Allocation Fund Class R5) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 22.85 | 15.14 | 6.46 | NA | NA | NA | … | … | 11.45 | 15.77 | 10.04 | 13.85 | -19.03 | 14.34 | 13.19 | 11.94 |
| Sharpe Ratio | NA | 1.96 | 1.05 | 0.31 | NA | NA | NA | … | … | 2.02 | 0.98 | 0.65 | 1.05 | -1.16 | 1.28 | 0.51 | 2.21 |
| Standard Deviation(%) | NA | 10.62 | 11.44 | 12.72 | NA | NA | NA | … | … | 12.73 | 13.27 | 9.93 | 9.82 | 17.77 | 11.21 | 25.50 | 8.79 |
| Draw Down(%) | NA | 7.88 | 13.26 | 26.56 | NA | NA | NA | … | … | 7.88 | 13.26 | 5.80 | 10.15 | 25.41 | 5.17 | 31.13 | 5.22 |
| Yield(%) | 0.00 | 5.72 | 5.56 | 5.02 | 5.08 | 3.39 | 2.54 | … | … | 0.00 | 6.02 | 6.42 | 3.80 | 3.84 | 9.25 | 12.80 | 9.31 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAAJX (Invesco Active Allocation Fund Class R5) |
-0.24%
Apr 2021 – Apr 2024 |
5.01%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAAJX (Invesco Active Allocation Fund Class R5) |
15.53%
May 2023 – May 2026 |
10.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart