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BRCAX: INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info 8.34 0.21(2.46%) June 05
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 14.14% |
| Expenses | 1.15% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 27.3 | 44.8 | 17.9 | 10.6 | 7.5 | 1.5 | 2.2 | 18.4 | 5.5 | -3.4 | 7.8 | 19.2 | 7.8 | 4.2 | -12.2 | 4.5 | 11.6 | -16.8 | -16.0 | -14.1 | 3.3 | -8.6 | 7.1 |
| Sharpe Ratio | NA | 3.81 | 2.75 | 1.1 | 0.56 | 0.42 | NA | 0.08 | 1.3 | 0.17 | -0.56 | 0.29 | 1.32 | 0.39 | 0.29 | -1.42 | 0.41 | 0.94 | -1.46 | -1.7 | -1.05 | 0.19 | -0.43 | 11.8 |
| Draw Down(%) | NA | 9.2 | 9.2 | 9.2 | 20.7 | 38.4 | NA | 61.0 | 8.6 | 9.2 | 10.9 | 19.5 | 8.1 | 31.4 | 8.3 | 15.5 | 13.4 | 7.4 | 17.7 | 19.3 | 19.3 | 14.0 | 20.1 | 1.3 |
| Standard Deviation(%) | NA | 23.3 | 17.4 | 13.8 | 15.8 | 14.3 | NA | 14.4 | 12.0 | 11.1 | 12.8 | 21.8 | 14.6 | 19.0 | 9.4 | 9.6 | 9.4 | 12.1 | 11.5 | 9.4 | 13.5 | 17.2 | 19.8 | 11.6 |
| Treynor Ratio | NA | 1.08 | 0.62 | 0.21 | 0.12 | 0.09 | NA | 0.02 | 0.24 | 0.03 | -0.1 | 0.08 | 0.32 | 0.1 | 0.04 | -0.25 | 0.06 | 0.21 | -0.32 | -0.26 | -0.14 | 0.04 | -0.11 | 1.79 |
| Alpha | NA | 0.04 | 0.05 | 0.03 | 0.01 | 0.0 | NA | 0.0 | 0.04 | 0.01 | 0.0 | -0.03 | -0.01 | 0.05 | -0.01 | -0.03 | 0.0 | 0.01 | -0.01 | 0.01 | -0.03 | 0.0 | -0.03 | 0.13 |
| Beta | NA | 0.82 | 0.77 | 0.72 | 0.72 | 0.69 | NA | 0.69 | 0.65 | 0.69 | 0.73 | 0.75 | 0.6 | 0.75 | 0.61 | 0.55 | 0.6 | 0.55 | 0.53 | 0.62 | 0.97 | 0.83 | 0.77 | 0.76 |
| RSquared | NA | 0.72 | 0.7 | 0.73 | 0.77 | 0.74 | NA | 0.68 | 0.69 | 0.75 | 0.81 | 0.84 | 0.65 | 0.74 | 0.77 | 0.69 | 0.63 | 0.67 | 0.67 | 0.57 | 0.59 | 0.52 | 0.65 | 0.61 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.4 | 4.9 | 3.6 | 9.7 | 17.0 | 0.0 | 0.9 | 0.1 | 0.0 | 2.8 | 0.0 | 0.0 | 0.1 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 200.0 | 28.0 | -64.5 | -42.2 | N/A | -100.0 | 460.0 | N/A | -100.0 | N/A | N/A | -100.0 | -96.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2010
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