Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRQX (INVESCO STRATEGIC REAL RETURN FUND CLASS R) | NA | 6.19% | 3.10% | 2.62% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRRQX (INVESCO STRATEGIC REAL RETURN FUND CLASS R) | 05/06/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.19 | 3.10 | 2.62 | NA | NA | NA | … | … | 1.72 | 1.35 | 4.29 | 7.25 | -2.62 | -0.42 |
| Sharpe Ratio | NA | 0.47 | 0.38 | 0.48 | NA | NA | NA | … | … | 0.22 | 0.00 | 1.86 | 2.57 | -0.92 | -0.26 |
| Standard Deviation(%) | NA | 4.68 | 3.17 | 3.03 | NA | NA | NA | … | … | 2.61 | 4.37 | 1.98 | 2.73 | 2.88 | 2.45 |
| Draw Down(%) | NA | 1.56 | 2.31 | 6.58 | NA | NA | NA | … | … | 1.42 | 2.31 | 1.23 | 2.03 | 5.91 | 3.23 |
| Yield(%) | 0.00 | 3.72 | 3.69 | 3.10 | 1.73 | 1.15 | 0.86 | … | … | 2.99 | 3.37 | 3.40 | 3.19 | 2.56 | 2.60 |
Data as of 10/30/2019, Common starting date is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRQX (INVESCO STRATEGIC REAL RETURN FUND CLASS R) |
1.40%
Jun 2014 – Jun 2017 |
2.18%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRQX (INVESCO STRATEGIC REAL RETURN FUND CLASS R) |
4.12%
Feb 2016 – Feb 2019 |
2.79%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart