Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRYX (INVESCO STRATEGIC REAL RETURN FUND CLASS Y) | NA | 6.72% | 3.60% | 3.12% | 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 |
|---|---|---|
| SRRYX (INVESCO STRATEGIC REAL RETURN FUND CLASS Y) | 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 | 6.72 | 3.60 | 3.12 | NA | NA | NA | … | … | 1.30 | 2.28 | 4.74 | 7.85 | -2.14 | -0.17 |
| Sharpe Ratio | NA | 0.45 | 0.46 | 0.58 | NA | NA | NA | … | … | 0.02 | 0.20 | 2.05 | 2.78 | -0.75 | -0.11 |
| Standard Deviation(%) | NA | 5.13 | 3.41 | 3.18 | NA | NA | NA | … | … | 2.63 | 4.85 | 2.01 | 2.74 | 2.90 | 2.40 |
| Draw Down(%) | NA | 1.60 | 2.18 | 6.13 | NA | NA | NA | … | … | 1.60 | 2.18 | 1.33 | 2.03 | 5.61 | 3.03 |
| Yield(%) | 0.00 | 4.23 | 4.19 | 3.59 | 1.99 | 1.33 | 1.00 | … | … | 3.42 | 3.87 | 3.94 | 3.66 | 3.05 | 2.95 |
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 |
|---|---|---|---|---|
| SRRYX (INVESCO STRATEGIC REAL RETURN FUND CLASS Y) |
1.88%
Jun 2014 – Jun 2017 |
2.68%
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 |
|---|---|---|---|---|
| SRRYX (INVESCO STRATEGIC REAL RETURN FUND CLASS Y) |
4.64%
Feb 2016 – Feb 2019 |
3.29%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart