Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFRRX (Invesco Senior Floating Rate Fund Class R5) | -0.14% | 2.98% | 7.05% | 5.89% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFRRX (Invesco Senior Floating Rate Fund Class R5) | 06/03/2019 | 06/05/2026 |
| 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 (%) | 0.00 | 2.98 | 7.05 | 5.89 | NA | NA | NA | … | … | -0.14 | 4.73 | 8.75 | 11.90 | 0.06 | 9.15 | -4.19 | -1.28 |
| Sharpe Ratio | NA | 0.13 | 1.19 | 0.96 | NA | NA | NA | … | … | -1.08 | 0.60 | 1.64 | 2.36 | -0.28 | 4.09 | -0.47 | -1.46 |
| Standard Deviation(%) | NA | 2.63 | 3.17 | 3.53 | NA | NA | NA | … | … | 2.63 | 3.09 | 3.12 | 3.52 | 4.90 | 2.23 | 9.31 | 2.39 |
| Draw Down(%) | NA | 1.44 | 2.84 | 5.89 | NA | NA | NA | … | … | 1.44 | 2.84 | 0.75 | 1.96 | 5.89 | 0.92 | 21.59 | 3.44 |
| Yield(%) | 0.00 | 6.47 | 8.37 | 7.53 | 4.26 | 2.84 | 2.13 | … | … | 2.50 | 7.38 | 9.36 | 9.06 | 7.77 | 4.86 | 4.64 | 3.05 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SFRRX (Invesco Senior Floating Rate Fund Class R5) |
0.06%
Jul 2019 – Jul 2022 |
3.96%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRRX (Invesco Senior Floating Rate Fund Class R5) |
9.15%
Jun 2022 – Jun 2025 |
8.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart