Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABKYX (INVESCO MODERATE ALLOCATION FUND CLASS Y) | NA | -5.34% | 1.18% | 1.90% | 5.37% | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 10/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABKYX (INVESCO MODERATE ALLOCATION FUND CLASS Y) | 10/15/2008 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | -5.34 | 1.18 | 1.90 | 5.37 | NA | NA | … | … | -12.70 | 18.01 | -6.13 | 12.85 | 8.48 | -3.93 | 4.74 | 10.84 | 13.46 | 1.49 | 13.22 | 27.03 | -1.22 |
| Sharpe Ratio | NA | -0.32 | 0.00 | 0.10 | 0.51 | NA | NA | … | … | -1.00 | 2.51 | -0.91 | 3.34 | 1.03 | -0.49 | 0.82 | 1.58 | 1.84 | 0.12 | 1.33 | 1.91 | -0.19 |
| Standard Deviation(%) | NA | 19.67 | 12.64 | 10.91 | 9.76 | NA | NA | … | … | 31.11 | 6.62 | 8.16 | 3.68 | 7.98 | 8.03 | 5.76 | 6.83 | 7.35 | 12.08 | 9.89 | 14.08 | 31.02 |
| Draw Down(%) | NA | 26.84 | 26.84 | 26.84 | 26.84 | NA | NA | … | … | 26.84 | 3.47 | 12.08 | 1.38 | 5.91 | 10.14 | 5.36 | 7.20 | 6.29 | 10.61 | 7.75 | 15.84 | 15.08 |
| Yield(%) | 2.58 | 11.34 | 7.12 | 5.17 | 5.10 | 4.69 | 3.51 | … | … | 2.74 | 9.83 | 5.78 | 4.44 | 2.21 | 2.07 | 2.37 | 2.04 | 4.42 | 2.53 | 3.92 | 4.69 | 7.42 |
Data as of 05/15/2020, Common starting date is 10/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABKYX (INVESCO MODERATE ALLOCATION FUND CLASS Y) |
-0.14%
Mar 2017 – Mar 2020 |
1.15%
Mar 2015 – Mar 2020 |
4.65%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABKYX (INVESCO MODERATE ALLOCATION FUND CLASS Y) |
20.08%
Feb 2009 – Feb 2012 |
15.55%
Feb 2009 – Feb 2014 |
9.70%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart