Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVBFX (Invesco Bond Fund) | 0.42% | 6.30% | 5.86% | -0.23% | 2.07% | 2.00% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVBFX (Invesco Bond Fund) | 07/17/2007 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 6.30 | 5.86 | -0.23 | 2.07 | 2.00 | NA | … | … | 0.42 | 7.58 | 3.54 | 7.80 | -16.96 | -2.00 | 7.51 | 16.41 | -4.23 | 5.19 | 3.97 | -5.87 | 9.11 | -0.40 | 4.54 | 0.45 | 3.15 | 14.96 | -12.29 | 2.84 |
| Sharpe Ratio | NA | 1.04 | 0.58 | -0.44 | 0.10 | NA | NA | … | … | -0.17 | 1.08 | -0.02 | 0.58 | -2.31 | -0.46 | 0.76 | 4.29 | -1.95 | 1.51 | 0.95 | -1.17 | 2.65 | -0.10 | 0.89 | 0.07 | 0.54 | 2.12 | -1.41 | 0.59 |
| Standard Deviation(%) | NA | 3.82 | 5.35 | 6.05 | 5.65 | NA | NA | … | … | 4.22 | 4.38 | 5.18 | 7.19 | 7.98 | 4.37 | 9.53 | 3.48 | 2.89 | 3.00 | 3.93 | 5.06 | 3.44 | 4.23 | 5.05 | 6.26 | 5.70 | 7.00 | 9.34 | 6.12 |
| Draw Down(%) | NA | 3.15 | 6.58 | 25.74 | 25.95 | NA | NA | … | … | 3.15 | 3.59 | 3.34 | 9.08 | 22.29 | 4.81 | 16.43 | 2.21 | 4.75 | 2.10 | 5.27 | 8.75 | 2.08 | 7.03 | 4.19 | 5.17 | 5.26 | 6.86 | 20.57 | 3.22 |
| Yield(%) | 0.00 | 5.16 | 5.25 | 3.80 | 3.69 | 3.22 | 2.65 | … | … | 2.05 | 5.20 | 5.20 | 5.02 | 3.63 | 3.15 | 3.64 | 5.64 | 4.11 | 2.32 | 0.00 | 0.35 | 6.99 | 5.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVBFX (Invesco Bond Fund) |
-7.22%
Oct 2020 – Oct 2023 |
-1.39%
Oct 2017 – Oct 2022 |
0.06%
Oct 2012 – Oct 2022 |
0.88%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVBFX (Invesco Bond Fund) |
9.53%
Oct 2008 – Oct 2011 |
6.01%
Oct 2008 – Oct 2013 |
3.85%
Mar 2009 – Mar 2019 |
2.82%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart