Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIMGX (Invesco Moderate Growth Allocation Instl ) | NA | 18.95% | 1.89% | 2.40% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIMGX (Invesco Moderate Growth Allocation Instl ) | 05/18/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.95 | 1.89 | 2.40 | NA | NA | NA | … | … | 1.11 | 13.40 | 30.79 | -36.38 | 7.53 | 15.17 | 11.08 |
| Sharpe Ratio | NA | 1.84 | 0.08 | 0.07 | NA | NA | NA | … | … | 0.23 | 1.02 | 1.54 | -1.22 | 0.34 | 1.22 | 2.08 |
| Standard Deviation(%) | NA | 10.24 | 21.98 | 19.07 | NA | NA | NA | … | … | 9.56 | 13.07 | 19.90 | 30.59 | 13.34 | 9.77 | 7.69 |
| Draw Down(%) | NA | 5.03 | 42.32 | 50.25 | NA | NA | NA | … | … | 5.03 | 10.53 | 20.86 | 46.05 | 9.34 | 10.14 | 4.40 |
| Yield(%) | 0.00 | 3.67 | 3.56 | 3.59 | 2.17 | 1.45 | 1.09 | … | … | 0.00 | 3.74 | 5.28 | 3.58 | 4.30 | 2.80 | 1.00 |
Data as of 07/01/2011, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIMGX (Invesco Moderate Growth Allocation Instl ) |
-12.89%
Feb 2006 – Feb 2009 |
1.49%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIMGX (Invesco Moderate Growth Allocation Instl ) |
6.60%
Jun 2005 – Jun 2008 |
3.48%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart