Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VUSBX (INVESCO QUALITY INCOME FUND CLASS B) | NA | 0.75% | 0.79% | 1.19% | 2.01% | 2.35% | 3.11% | … | … |
Data as of 01/26/2018, Common starting date is 08/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUSBX (INVESCO QUALITY INCOME FUND CLASS B) | 08/28/1992 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 0.75 | 0.79 | 1.19 | 2.01 | 2.35 | 3.11 | … | … | -1.26 | 1.45 | 1.65 | 0.70 | 5.45 | -2.29 | 3.77 | 4.30 | 4.41 | 6.34 | -2.71 | 5.33 | 2.60 | 1.66 | 3.02 | 1.24 | 7.04 | 7.32 | 9.38 | -0.88 | 4.91 | 7.75 | 3.24 | 16.78 | -5.90 | 7.01 | 1.15 |
| Sharpe Ratio | NA | 0.03 | 0.18 | 0.35 | 0.53 | NA | NA | … | … | -7.59 | 0.27 | 0.64 | 0.25 | 2.13 | -0.70 | 1.31 | 1.24 | 1.44 | 2.06 | -0.56 | 0.74 | -0.26 | -0.25 | 0.74 | 0.21 | 2.32 | 1.41 | 1.40 | -0.99 | 0.53 | 1.17 | -0.05 | 2.54 | -1.28 | 1.37 | 0.31 |
| Standard Deviation(%) | NA | 3.01 | 2.71 | 2.82 | 3.46 | NA | NA | … | … | 2.27 | 3.05 | 2.24 | 2.74 | 2.56 | 3.33 | 2.85 | 3.44 | 3.01 | 3.03 | 6.51 | 3.13 | 2.72 | 2.06 | 2.79 | 2.65 | 2.57 | 3.60 | 3.82 | 4.13 | 2.98 | 3.61 | 4.66 | 5.10 | 6.94 | 3.59 | 4.30 |
| Draw Down(%) | NA | 2.15 | 3.52 | 4.29 | 8.08 | NA | NA | … | … | 1.26 | 1.58 | 3.52 | 1.75 | 1.05 | 4.29 | 2.05 | 2.72 | 2.54 | 1.77 | 8.08 | 1.88 | 1.71 | 1.63 | 2.44 | 2.26 | 1.59 | 1.87 | 2.79 | 4.31 | 1.44 | 2.09 | 3.68 | 2.14 | 8.60 | 2.10 | 2.60 |
| Yield(%) | 0.00 | 2.53 | 2.76 | 2.90 | 3.08 | 3.35 | 3.81 | … | … | 0.00 | 2.51 | 2.65 | 3.26 | 3.74 | 2.91 | 3.48 | 4.33 | 2.42 | 2.01 | 5.15 | 5.75 | 4.73 | 3.87 | 3.89 | 4.84 | 5.24 | 4.94 | 5.38 | 5.65 | 5.94 | 6.40 | 6.39 | 7.16 | 6.70 | 7.30 | 2.75 |
Data as of 01/26/2018, Common starting date is 08/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSBX (INVESCO QUALITY INCOME FUND CLASS B) |
0.84%
Jul 2005 – Jul 2008 |
1.27%
Apr 2012 – Apr 2017 |
2.23%
Nov 2007 – Nov 2017 |
2.43%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSBX (INVESCO QUALITY INCOME FUND CLASS B) |
9.12%
Nov 1994 – Nov 1997 |
6.51%
Nov 1994 – Nov 1999 |
5.94%
Nov 1994 – Nov 2004 |
4.94%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart