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
PXMMX (Invesco Select Risk: Moderate Investor Fund Class R6) 9.55% 19.95% 13.04% 5.52% NA NA NA
Data as of 06/03/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
Name Start Date End Date
PXMMX (Invesco Select Risk: Moderate Investor Fund Class R6) 05/28/2019 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 (%) 0.76 19.95 13.04 5.52 NA NA NA 9.55 13.63 8.65 12.48 -17.41 10.63 11.97 10.49
Sharpe Ratio NA 2.03 1.07 0.28 NA NA NA 2.06 1.00 0.61 1.07 -1.32 1.23 0.56 2.40
Standard Deviation(%) NA 8.66 9.46 10.36 NA NA NA 10.36 10.82 8.27 8.32 14.33 8.59 20.80 7.02
Draw Down(%) NA 6.12 10.95 24.18 NA NA NA 6.12 10.95 4.49 8.86 23.21 4.46 26.79 4.18
Yield(%) 0.00 5.00 3.84 4.19 4.43 2.96 2.22 0.00 5.19 4.07 1.62 3.75 8.78 11.13 11.11
Data as of 06/03/2026, 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
PXMMX (Invesco Select Risk: Moderate Investor Fund Class R6) -0.59%
Apr 2021 – Apr 2024
4.31%
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
PXMMX (Invesco Select Risk: Moderate Investor Fund Class R6) 13.42%
May 2023 – May 2026
8.58%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return