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
PIRFX (INVESCO MULTI-ASSET INCOME FUND CLASS R) 3.97% 11.58% 8.28% 2.49% 3.45% NA NA
Data as of 06/04/2026, Common starting date is 12/15/2011
More Performance Analytics Comparison
Name Start Date End Date
PIRFX (INVESCO MULTI-ASSET INCOME FUND CLASS R) 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 11.58 8.28 2.49 3.45 NA NA 3.97 10.33 5.85 10.32 -17.33 5.65 -4.82 15.88 -5.51 10.87 11.29 -0.43 9.13 -2.97 12.50 0.80
Sharpe Ratio NA 1.51 0.81 0.01 0.22 NA NA 0.93 0.98 0.41 1.10 -2.00 1.45 -0.26 3.24 -1.24 2.58 1.59 -0.10 2.77 -0.48 2.58 2.44
Standard Deviation(%) NA 6.20 6.69 7.04 8.61 NA NA 7.68 7.65 5.43 6.12 9.40 3.89 19.74 4.44 5.60 3.98 6.95 4.75 3.29 6.25 4.87 9.10
Draw Down(%) NA 5.53 7.45 20.40 30.50 NA NA 5.53 7.15 3.28 6.49 20.28 2.47 30.50 2.30 7.98 2.32 6.71 7.57 3.60 11.38 2.82 1.39
Yield(%) 0.00 5.66 5.95 4.95 4.96 4.91 3.68 2.07 5.91 5.88 6.75 5.29 5.72 4.96 5.12 4.71 5.95 4.03 4.62 4.94 4.86 6.25 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
PIRFX (INVESCO MULTI-ASSET INCOME FUND CLASS R) -6.18%
Oct 2019 – Oct 2022
-2.08%
Sep 2017 – Sep 2022
1.59%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PIRFX (INVESCO MULTI-ASSET INCOME FUND CLASS R) 9.22%
Oct 2022 – Oct 2025
6.87%
Aug 2013 – Aug 2018
4.41%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return