Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLFX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R6) | 16.21% | 24.20% | 11.07% | 3.77% | 5.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLFX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.73 | 24.20 | 11.07 | 3.77 | 5.70 | NA | NA | … | … | 16.21 | 5.20 | 3.56 | 6.45 | -14.77 | 9.66 | 9.72 | 15.82 | -6.72 | 10.14 | 11.40 | -4.34 | 5.97 | 2.37 | 0.35 |
| Sharpe Ratio | NA | 2.58 | 0.93 | 0.18 | 0.50 | NA | NA | … | … | 3.56 | 0.29 | -0.01 | 0.37 | -1.47 | 1.24 | 0.73 | 2.74 | -1.29 | 2.12 | 1.59 | -0.64 | 1.22 | 0.33 | 0.25 |
| Standard Deviation(%) | NA | 9.13 | 8.92 | 9.05 | 8.48 | NA | NA | … | … | 12.15 | 8.24 | 8.74 | 7.65 | 11.05 | 7.78 | 12.84 | 5.24 | 6.29 | 4.49 | 7.03 | 6.81 | 4.87 | 7.18 | 5.13 |
| Draw Down(%) | NA | 4.14 | 10.75 | 19.08 | 20.28 | NA | NA | … | … | 4.14 | 9.32 | 7.38 | 7.25 | 18.17 | 3.93 | 20.28 | 2.75 | 9.03 | 3.05 | 3.92 | 10.28 | 4.44 | 8.80 | 2.50 |
| Yield(%) | 0.00 | 3.77 | 6.21 | 6.74 | 6.43 | 5.34 | 4.01 | … | … | 0.00 | 3.81 | 12.25 | 2.64 | 0.00 | 22.34 | 1.65 | 12.48 | 0.00 | 6.55 | 8.98 | 6.55 | 8.06 | 7.26 | 5.06 |
Data as of 06/10/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLFX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R6) |
-2.06%
Dec 2021 – Dec 2024 |
1.53%
Mar 2015 – Mar 2020 |
2.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLFX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS R6) |
12.83%
May 2023 – May 2026 |
7.98%
Jan 2016 – Jan 2021 |
6.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart