Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXMQX (Invesco Select Risk: Moderate Investor Fund Class R5) | 9.80% | 19.73% | 13.07% | 5.40% | 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 |
|---|---|---|
| PXMQX (Invesco Select Risk: Moderate Investor Fund Class R5) | 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 (%) | 0.69 | 19.73 | 13.07 | 5.40 | NA | NA | NA | … | … | 9.80 | 13.56 | 8.57 | 12.48 | -17.42 | 10.64 | 11.96 | 10.45 |
| Sharpe Ratio | NA | 2.01 | 1.06 | 0.27 | NA | NA | NA | … | … | 2.07 | 0.98 | 0.60 | 1.07 | -1.32 | 1.23 | 0.56 | 2.39 |
| Standard Deviation(%) | NA | 8.71 | 9.49 | 10.38 | NA | NA | NA | … | … | 10.30 | 10.91 | 8.30 | 8.31 | 14.34 | 8.59 | 20.79 | 7.01 |
| Draw Down(%) | NA | 6.12 | 10.91 | 24.18 | NA | NA | NA | … | … | 6.12 | 10.87 | 4.40 | 8.86 | 23.21 | 4.46 | 26.73 | 4.18 |
| Yield(%) | 0.00 | 4.93 | 3.78 | 4.13 | 4.41 | 2.94 | 2.21 | … | … | 0.00 | 5.13 | 3.98 | 1.62 | 3.75 | 8.79 | 11.12 | 11.07 |
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 |
|---|---|---|---|---|
| PXMQX (Invesco Select Risk: Moderate Investor Fund Class R5) |
-0.59%
Apr 2021 – Apr 2024 |
4.28%
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 |
|---|---|---|---|---|
| PXMQX (Invesco Select Risk: Moderate Investor Fund Class R5) |
13.37%
May 2023 – May 2026 |
8.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart