Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VUSRX (Invesco Quality Income Fund Class R) | -0.02% | 4.93% | 3.74% | -0.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUSRX (Invesco Quality Income Fund Class R) | 05/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.93 | 3.74 | -0.34 | NA | NA | NA | … | … | -0.02 | 7.68 | 0.73 | 4.99 | -12.76 | -2.00 | 3.16 |
| Sharpe Ratio | NA | 0.79 | 0.17 | -0.44 | NA | NA | NA | … | … | -0.45 | 0.95 | -0.47 | 0.16 | -1.79 | -0.96 | 3.12 |
| Standard Deviation(%) | NA | 4.31 | 6.16 | 6.40 | NA | NA | NA | … | … | 4.60 | 5.08 | 6.20 | 8.16 | 7.95 | 2.10 | 1.61 |
| Draw Down(%) | NA | 3.32 | 7.69 | 18.62 | NA | NA | NA | … | … | 3.32 | 3.01 | 4.75 | 9.47 | 17.09 | 2.87 | 0.50 |
| Yield(%) | 0.00 | 2.73 | 3.18 | 2.57 | 1.61 | 1.07 | 0.80 | … | … | 1.09 | 2.97 | 3.60 | 3.26 | 2.33 | 2.71 | 2.13 |
Data as of 06/04/2026, Common starting date is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSRX (Invesco Quality Income Fund Class R) |
-6.28%
Oct 2020 – Oct 2023 |
-1.06%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUSRX (Invesco Quality Income Fund Class R) |
5.45%
Oct 2022 – Oct 2025 |
-0.04%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart