Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PINFX (INVESCO MULTI-ASSET INCOME FUND CLASS R5) 0.65% 5.48% 5.20% 0.23% 2.48% NA NA
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
Name Start Date End Date
PINFX (INVESCO MULTI-ASSET INCOME FUND CLASS R5) 07/03/2012 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
Annualized Return (%) 0.19 5.48 5.20 0.23 2.48 NA NA 0.65 7.91 3.18 5.17 -12.70 -3.57 7.18 11.58 0.66 6.26 2.05 -1.54 5.90 2.23 4.96
Sharpe Ratio NA 0.90 0.43 -0.37 0.17 NA NA -0.23 1.14 -0.08 0.22 -1.78 -1.30 1.01 2.63 -0.25 2.22 0.64 -0.70 0.91 0.62 4.10
Standard Deviation(%) NA 3.85 5.25 5.87 5.07 NA NA 3.98 4.41 5.53 6.88 7.97 2.76 6.80 3.84 2.88 2.54 2.85 2.25 6.48 3.56 2.53
Draw Down(%) NA 2.49 5.61 19.27 20.45 NA NA 2.49 2.70 3.79 7.09 17.50 3.82 10.53 2.02 2.08 0.86 3.35 3.39 4.42 5.15 0.83
Yield(%) 0.00 4.43 6.64 5.16 4.80 4.13 3.10 1.42 4.97 8.75 7.30 6.44 3.70 5.79 5.22 3.76 3.83 3.16 3.18 4.85 4.10 1.28
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PINFX (INVESCO MULTI-ASSET INCOME FUND CLASS R5) -5.80%
Oct 2020 – Oct 2023
-0.71%
Jan 2020 – Jan 2025
1.06%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PINFX (INVESCO MULTI-ASSET INCOME FUND CLASS R5) 6.69%
Feb 2017 – Feb 2020
5.60%
Feb 2016 – Feb 2021
2.98%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return