Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLIAX (INVESCO INCOME ALLOCATION FUND CLASS R) | 4.37% | 12.58% | 8.83% | 3.23% | 4.43% | 4.90% | 4.82% | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLIAX (INVESCO INCOME ALLOCATION FUND CLASS R) | 11/11/2005 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 12.58 | 8.83 | 3.23 | 4.43 | 4.90 | 4.82 | … | … | 4.37 | 11.35 | 5.57 | 6.83 | -11.93 | 7.19 | 2.04 | 15.27 | -4.69 | 7.89 | 8.87 | -1.35 | 8.25 | 6.29 | 11.56 | 3.17 | 10.46 | 20.49 | -19.07 | 3.14 | 11.43 | 0.50 |
| Sharpe Ratio | NA | 1.99 | 0.94 | 0.12 | 0.38 | NA | NA | … | … | 1.27 | 1.30 | 0.35 | 0.49 | -1.44 | 1.82 | 0.11 | 4.14 | -1.47 | 2.89 | 1.69 | -0.27 | 2.30 | 1.36 | 3.09 | 0.49 | 1.74 | 2.58 | -1.74 | 0.00 | 2.16 | 0.19 |
| Standard Deviation(%) | NA | 5.20 | 6.21 | 6.75 | 7.40 | NA | NA | … | … | 6.31 | 6.54 | 5.51 | 6.58 | 9.30 | 3.93 | 16.26 | 3.33 | 4.14 | 2.51 | 5.12 | 5.05 | 3.57 | 4.62 | 3.75 | 6.41 | 5.97 | 7.89 | 11.50 | 5.56 | 3.73 | 5.10 |
| Draw Down(%) | NA | 4.27 | 6.75 | 17.33 | 24.07 | NA | NA | … | … | 4.27 | 6.12 | 3.27 | 8.22 | 17.33 | 2.21 | 24.07 | 1.30 | 6.80 | 1.40 | 3.75 | 5.23 | 2.62 | 5.67 | 3.06 | 6.11 | 5.05 | 10.79 | 25.44 | 4.60 | 1.98 | 1.65 |
| Yield(%) | 0.00 | 3.84 | 4.17 | 3.26 | 3.88 | 4.11 | 4.19 | … | … | 1.31 | 4.26 | 3.94 | 3.90 | 2.77 | 3.07 | 3.72 | 7.22 | 3.35 | 3.48 | 3.60 | 3.36 | 3.48 | 3.20 | 3.51 | 3.43 | 4.62 | 4.92 | 6.85 | 5.42 | 3.80 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIAX (INVESCO INCOME ALLOCATION FUND CLASS R) |
-5.33%
Feb 2006 – Feb 2009 |
0.36%
Sep 2017 – Sep 2022 |
2.66%
Oct 2013 – Oct 2023 |
3.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIAX (INVESCO INCOME ALLOCATION FUND CLASS R) |
15.19%
Feb 2009 – Feb 2012 |
12.39%
Feb 2009 – Feb 2014 |
8.23%
Feb 2009 – Feb 2019 |
6.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart