Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VUSJX (INVESCO QUALITY INCOME FUND CLASS R5) | 0.04% | 5.24% | 4.25% | 0.15% | 1.41% | 2.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUSJX (INVESCO QUALITY INCOME FUND CLASS R5) | 06/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.24 | 4.25 | 0.15 | 1.41 | 2.03 | NA | … | … | 0.04 | 8.05 | 1.39 | 5.56 | -12.26 | -1.45 | 5.61 | 6.36 | 0.16 | 2.46 | 2.60 | 1.74 | 6.57 | -1.23 | 4.80 | 5.39 | 1.38 |
| Sharpe Ratio | NA | 0.90 | 0.25 | -0.35 | -0.03 | NA | NA | … | … | -0.35 | 1.02 | -0.36 | 0.23 | -1.71 | -0.67 | 1.38 | 2.11 | -0.43 | 0.69 | 0.98 | 0.60 | 2.52 | -0.37 | 1.57 | 1.49 | 0.71 |
| Standard Deviation(%) | NA | 4.34 | 6.21 | 6.47 | 5.01 | NA | NA | … | … | 4.73 | 5.09 | 6.26 | 8.24 | 8.05 | 2.21 | 3.87 | 2.32 | 2.85 | 2.63 | 2.45 | 2.86 | 2.60 | 3.38 | 3.05 | 3.58 | 3.20 |
| Draw Down(%) | NA | 3.23 | 7.52 | 17.78 | 18.40 | NA | NA | … | … | 3.23 | 2.96 | 4.60 | 9.12 | 16.72 | 2.45 | 5.02 | 0.84 | 2.73 | 1.26 | 3.23 | 1.55 | 0.96 | 3.91 | 2.03 | 2.63 | 2.51 |
| Yield(%) | 0.00 | 3.15 | 3.68 | 3.01 | 3.27 | 3.51 | 2.84 | … | … | 1.24 | 3.43 | 4.13 | 3.85 | 2.80 | 3.26 | 4.07 | 4.18 | 4.10 | 3.67 | 3.50 | 4.34 | 4.82 | 3.91 | 4.48 | 5.38 | 1.61 |
Data as of 06/04/2026, Common starting date is 06/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSJX (INVESCO QUALITY INCOME FUND CLASS R5) |
-5.77%
Oct 2020 – Oct 2023 |
-1.19%
Oct 2017 – Oct 2022 |
0.56%
Oct 2012 – Oct 2022 |
1.98%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSJX (INVESCO QUALITY INCOME FUND CLASS R5) |
5.99%
Oct 2022 – Oct 2025 |
3.66%
Jan 2011 – Jan 2016 |
3.43%
Jan 2011 – Jan 2021 |
2.36%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart