Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUBCX (INVESCO WORLD BOND FUND CLASS C) | NA | 205,320.86% | 1,075.93% | 355.06% | 112.62% | 66.86% | NA | … | … |
Data as of 12/19/2023, Common starting date is 04/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUBCX (INVESCO WORLD BOND FUND CLASS C) | 04/24/2006 | 12/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 205,852.38 | 205,320.86 | 1,075.93 | 355.06 | 112.62 | 66.86 | NA | … | … | 206,747.39 | -17.61 | -4.92 | 8.63 | 9.85 | -4.86 | 7.92 | 4.54 | -6.60 | -2.69 | -2.08 | 4.01 | 4.27 | 2.44 | 5.87 | 1.86 | 8.38 | 3.47 |
| Sharpe Ratio | NA | 268.54 | 2.43 | 1.04 | 0.46 | NA | NA | … | … | 353.05 | -2.28 | -1.28 | 1.34 | 2.02 | -1.37 | 1.78 | 0.60 | -0.90 | -0.07 | -0.33 | 0.75 | 0.58 | 0.29 | 0.56 | 0.08 | 0.92 | 0.25 |
| Standard Deviation(%) | NA | 764.57 | 441.18 | 341.56 | 241.84 | NA | NA | … | … | 777.05 | 8.35 | 3.86 | 6.22 | 4.18 | 4.51 | 4.11 | 7.25 | 7.35 | 37.43 | 6.33 | 5.28 | 7.26 | 8.23 | 10.26 | 11.04 | 5.85 | 6.93 |
| Draw Down(%) | NA | 8.19 | 26.98 | 26.98 | 32.93 | NA | NA | … | … | 8.19 | 23.00 | 5.92 | 10.19 | 1.68 | 8.82 | 2.98 | 10.81 | 7.56 | 23.94 | 7.69 | 3.62 | 7.11 | 10.17 | 8.97 | 16.55 | 4.57 | 4.39 |
| Yield(%) | 0.00 | 0.29 | 0.56 | 1.25 | 1.23 | 1.88 | 1.87 | … | … | 100.24 | 0.35 | 1.14 | 2.09 | 2.00 | 1.86 | 2.11 | 1.02 | 0.42 | 1.62 | 2.21 | 0.39 | 5.39 | 7.04 | 0.72 | 0.92 | 4.73 | 1.51 |
Data as of 12/19/2023, Common starting date is 04/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBCX (INVESCO WORLD BOND FUND CLASS C) |
-7.90%
Oct 2020 – Oct 2023 |
-3.12%
Oct 2017 – Oct 2022 |
-1.74%
Oct 2012 – Oct 2022 |
0.04%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUBCX (INVESCO WORLD BOND FUND CLASS C) |
8.47%
Oct 2008 – Oct 2011 |
5.78%
Aug 2006 – Aug 2011 |
2.94%
Sep 2006 – Sep 2016 |
2.62%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart