Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXCIX (Invesco Select Risk: Conservative Investor Fund Class R5) | 4.03% | 11.02% | 7.74% | 2.18% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXCIX (Invesco Select Risk: Conservative Investor Fund Class R5) | 06/03/2019 | 06/03/2026 |
| 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 (%) | 0.32 | 11.02 | 7.74 | 2.18 | NA | NA | NA | … | … | 4.03 | 9.74 | 4.61 | 8.34 | -15.41 | 3.39 | 8.67 | 6.07 |
| Sharpe Ratio | NA | 1.83 | 0.92 | -0.06 | NA | NA | NA | … | … | 1.37 | 1.37 | 0.20 | 0.83 | -2.05 | 0.87 | 0.69 | 2.73 |
| Standard Deviation(%) | NA | 4.63 | 5.20 | 5.83 | NA | NA | NA | … | … | 5.57 | 5.02 | 4.94 | 5.71 | 8.25 | 3.86 | 12.24 | 3.42 |
| Draw Down(%) | NA | 3.49 | 5.62 | 20.20 | NA | NA | NA | … | … | 3.49 | 4.27 | 2.90 | 5.73 | 19.35 | 2.85 | 18.06 | 2.03 |
| Yield(%) | 0.00 | 4.05 | 4.17 | 3.54 | 2.82 | 1.88 | 1.41 | … | … | 0.00 | 4.16 | 4.75 | 3.61 | 2.66 | 4.97 | 2.51 | 6.77 |
Data as of 06/03/2026, Common starting date is 06/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXCIX (Invesco Select Risk: Conservative Investor Fund Class R5) |
-2.45%
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 |
|---|---|---|---|---|
| PXCIX (Invesco Select Risk: Conservative Investor Fund Class R5) |
8.25%
Oct 2022 – Oct 2025 |
4.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart