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BRCNX: INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R5 (MUTUAL FUND)
Basic Info 8.77 0.21(2.34%) June 05
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 13.82% |
| 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 | 27.5 | 45.4 | 18.2 | 10.9 | 7.8 | 1.9 | 2.6 | 18.9 | 5.7 | -3.1 | 7.9 | 19.6 | 8.0 | 4.5 | -12.0 | 4.9 | 12.0 | -16.5 | -15.8 | -13.9 | 3.6 | -8.1 | 7.1 |
| Sharpe Ratio | NA | 3.86 | 2.8 | 1.13 | 0.58 | 0.44 | NA | 0.1 | 1.34 | 0.18 | -0.54 | 0.3 | 1.34 | 0.41 | 0.32 | -1.38 | 0.45 | 0.99 | -1.44 | -1.66 | -1.04 | 0.21 | -0.41 | 11.84 |
| Draw Down(%) | NA | 9.2 | 9.2 | 9.2 | 20.4 | 38.0 | NA | 59.8 | 8.5 | 9.2 | 10.7 | 19.5 | 8.0 | 31.3 | 8.2 | 15.3 | 13.3 | 7.4 | 17.6 | 19.2 | 19.2 | 14.0 | 20.1 | 1.3 |
| Standard Deviation(%) | NA | 23.2 | 17.2 | 13.8 | 15.8 | 14.3 | NA | 14.4 | 12.0 | 11.1 | 12.8 | 21.9 | 14.6 | 18.9 | 9.4 | 9.7 | 9.5 | 11.9 | 11.4 | 9.5 | 13.5 | 17.2 | 19.9 | 11.5 |
| Treynor Ratio | NA | 1.1 | 0.63 | 0.22 | 0.13 | 0.09 | NA | 0.02 | 0.24 | 0.03 | -0.09 | 0.09 | 0.33 | 0.1 | 0.05 | -0.24 | 0.07 | 0.21 | -0.31 | -0.25 | -0.14 | 0.04 | -0.1 | 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 | 0.01 | 0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.02 | 0.13 |
| Beta | NA | 0.82 | 0.76 | 0.72 | 0.72 | 0.69 | NA | 0.69 | 0.66 | 0.69 | 0.73 | 0.76 | 0.6 | 0.75 | 0.62 | 0.55 | 0.61 | 0.55 | 0.52 | 0.63 | 0.97 | 0.83 | 0.78 | 0.76 |
| RSquared | NA | 0.72 | 0.7 | 0.74 | 0.77 | 0.74 | NA | 0.68 | 0.72 | 0.75 | 0.82 | 0.85 | 0.65 | 0.74 | 0.79 | 0.68 | 0.63 | 0.68 | 0.67 | 0.58 | 0.59 | 0.51 | 0.66 | 0.62 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.1 | 5.0 | 3.5 | 9.7 | 16.7 | 0.0 | 0.9 | 0.3 | 0.0 | 3.0 | 0.0 | 0.0 | 0.1 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 189.2 | 33.9 | -65.0 | -41.5 | N/A | -100.0 | 226.0 | 805.0 | -98.9 | N/A | N/A | -100.0 | -96.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2010
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