Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACNIX (Invesco Conservative Allocation Instl ) | NA | 9.23% | 2.67% | 3.08% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACNIX (Invesco Conservative Allocation Instl ) | 06/17/2004 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.23 | 2.67 | 3.08 | NA | NA | NA | … | … | 1.97 | 7.70 | 12.57 | -14.29 | 4.14 | 7.17 | 0.97 | 2.69 |
| Sharpe Ratio | NA | 2.14 | 0.41 | 0.37 | NA | NA | NA | … | … | 0.89 | 1.75 | 2.34 | -1.94 | 0.30 | 1.24 | -0.32 | 1.38 |
| Standard Deviation(%) | NA | 4.28 | 6.08 | 5.24 | NA | NA | NA | … | … | 4.40 | 4.35 | 5.34 | 7.80 | 3.67 | 3.14 | 3.77 | 2.77 |
| Draw Down(%) | NA | 2.09 | 17.97 | 20.88 | NA | NA | NA | … | … | 2.09 | 3.36 | 7.03 | 17.93 | 2.42 | 2.43 | 2.89 | 1.19 |
| Yield(%) | 0.00 | 2.74 | 3.61 | 4.23 | 2.23 | 1.49 | 1.11 | … | … | 0.00 | 2.74 | 3.92 | 5.02 | 5.83 | 4.84 | 0.00 | 0.00 |
Data as of 07/01/2011, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACNIX (Invesco Conservative Allocation Instl ) |
-3.44%
Feb 2006 – Feb 2009 |
1.19%
Jul 2004 – Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACNIX (Invesco Conservative Allocation Instl ) |
5.05%
Oct 2004 – Oct 2007 |
3.57%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart