Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXMSX (Invesco Select Risk: Moderate Investor Fund Class S) | 9.71% | 19.56% | 12.88% | 5.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXMSX (Invesco Select Risk: Moderate Investor Fund Class S) | 05/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 19.56 | 12.88 | 5.19 | NA | NA | NA | … | … | 9.71 | 9.26 | 8.40 | 12.21 | -17.61 | 10.31 | 22.88 |
| Sharpe Ratio | NA | 2.01 | 1.04 | 0.26 | NA | NA | NA | … | … | 2.05 | 0.57 | 0.57 | 1.05 | -1.34 | 1.20 | 3.40 |
| Standard Deviation(%) | NA | 8.67 | 9.45 | 10.31 | NA | NA | NA | … | … | 10.39 | 11.49 | 8.35 | 8.23 | 14.24 | 8.54 | 11.61 |
| Draw Down(%) | NA | 6.12 | 10.96 | 24.37 | NA | NA | NA | … | … | 6.12 | 10.86 | 4.49 | 8.87 | 23.36 | 4.54 | 5.44 |
| Yield(%) | 0.00 | 4.77 | 3.58 | 3.95 | 3.33 | 2.22 | 1.66 | … | … | 0.00 | 4.96 | 3.82 | 1.35 | 3.54 | 8.48 | 9.36 |
Data as of 06/04/2026, Common starting date is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXMSX (Invesco Select Risk: Moderate Investor Fund Class S) |
-0.82%
Apr 2021 – Apr 2024 |
4.07%
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 |
|---|---|---|---|---|
| PXMSX (Invesco Select Risk: Moderate Investor Fund Class S) |
13.20%
May 2023 – May 2026 |
6.90%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart