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
PXCCX (Invesco Select Risk: Conservative Investor Fund Class R6) 4.26% 10.75% 7.83% 2.13% 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
PXCCX (Invesco Select Risk: Conservative Investor Fund Class R6) 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 (%) 0.22 10.75 7.83 2.13 NA NA NA 4.26 9.74 4.64 8.34 -15.41 3.38 8.67 6.31
Sharpe Ratio NA 1.81 0.93 -0.06 NA NA NA 1.36 1.36 0.21 0.83 -2.04 0.87 0.76 2.84
Standard Deviation(%) NA 4.68 5.19 5.83 NA NA NA 5.60 5.05 4.87 5.67 8.26 3.85 11.07 3.33
Draw Down(%) NA 3.49 5.62 20.20 NA NA NA 3.49 4.27 2.78 5.73 19.35 2.85 18.06 2.03
Yield(%) 0.00 4.03 4.18 3.53 2.83 1.89 1.42 0.00 4.16 4.79 3.61 2.66 4.96 2.51 6.80
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
PXCCX (Invesco Select Risk: Conservative Investor Fund Class R6) -2.41%
Apr 2021 – Apr 2024
1.50%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXCCX (Invesco Select Risk: Conservative Investor Fund Class R6) 8.27%
Oct 2022 – Oct 2025
4.21%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return