Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADSX (INVESCO GROWTH ALLOCATION FUND CLASS S) | 7.79% | 18.09% | 13.27% | 3.66% | 6.10% | 6.00% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADSX (INVESCO GROWTH ALLOCATION FUND CLASS S) | 10/02/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.12 | 18.09 | 13.27 | 3.66 | 6.10 | 6.00 | NA | … | … | 7.79 | 15.61 | 9.77 | 13.48 | -22.06 | 8.28 | 1.74 | 20.74 | -8.17 | 15.90 | 9.12 | -4.51 | 4.38 | 15.49 | 14.70 | -0.86 | 12.92 | 7.68 |
| Sharpe Ratio | NA | 1.58 | 0.92 | 0.10 | 0.32 | NA | NA | … | … | 1.40 | 0.94 | 0.62 | 1.01 | -1.31 | 0.73 | 0.05 | 2.21 | -0.88 | 3.09 | 0.84 | -0.43 | 0.57 | 1.78 | 1.47 | -0.05 | 0.86 | 2.37 |
| Standard Deviation(%) | NA | 11.05 | 11.67 | 12.98 | 14.17 | NA | NA | … | … | 13.27 | 13.56 | 9.98 | 9.81 | 17.99 | 11.37 | 28.75 | 8.71 | 10.85 | 4.95 | 10.54 | 10.49 | 7.61 | 8.67 | 10.05 | 16.84 | 14.97 | 14.78 |
| Draw Down(%) | NA | 7.82 | 13.67 | 30.03 | 31.20 | NA | NA | … | … | 7.82 | 13.67 | 6.00 | 10.07 | 25.27 | 8.21 | 31.20 | 4.87 | 15.65 | 1.56 | 7.95 | 12.04 | 6.80 | 7.88 | 9.01 | 15.19 | 12.12 | 5.46 |
| Yield(%) | 0.00 | 4.20 | 4.10 | 2.52 | 3.60 | 3.58 | 3.47 | … | … | 0.00 | 4.43 | 5.14 | 2.32 | 1.24 | 1.72 | 1.82 | 10.84 | 2.28 | 2.19 | 1.34 | 1.60 | 1.95 | 1.81 | 3.07 | 2.42 | 2.16 | 1.72 |
Data as of 06/10/2026, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADSX (INVESCO GROWTH ALLOCATION FUND CLASS S) |
-4.96%
Dec 2019 – Dec 2022 |
-0.99%
Sep 2017 – Sep 2022 |
2.08%
Oct 2013 – Oct 2023 |
5.07%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADSX (INVESCO GROWTH ALLOCATION FUND CLASS S) |
15.38%
May 2023 – May 2026 |
10.57%
Jun 2010 – Jun 2015 |
8.21%
Sep 2011 – Sep 2021 |
6.38%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart