Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRDX (Invesco Balanced Y ) | NA | 18.24% | 3.11% | 3.41% | 3.95% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRDX (Invesco Balanced Y ) | 11/12/1998 | 06/07/2011 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.24 | 3.11 | 3.41 | 3.95 | NA | NA | … | … | 3.70 | 10.73 | 18.52 | -24.53 | 3.93 | 12.07 | 7.85 | 10.75 | 19.75 | -11.42 | 1.48 | 6.16 | 2.95 | 4.38 |
| Sharpe Ratio | NA | 1.87 | 0.14 | 0.14 | 0.19 | NA | NA | … | … | 1.14 | 0.89 | 0.99 | -1.01 | 0.09 | 1.26 | 0.86 | 1.35 | 1.96 | -0.82 | -0.06 | 0.16 | -0.03 | 3.67 |
| Standard Deviation(%) | NA | 9.72 | 19.13 | 16.17 | 13.68 | NA | NA | … | … | 7.72 | 11.98 | 18.62 | 25.24 | 10.13 | 6.98 | 6.57 | 7.28 | 9.74 | 15.19 | 13.41 | 13.63 | 10.48 | 9.72 |
| Draw Down(%) | NA | 5.60 | 34.69 | 40.72 | 40.72 | NA | NA | … | … | 4.47 | 11.79 | 19.58 | 34.45 | 6.64 | 5.37 | 3.46 | 6.04 | 9.20 | 23.46 | 15.02 | 12.52 | 11.27 | 3.16 |
| Yield(%) | 0.00 | 1.33 | 2.39 | 4.53 | 3.84 | 4.13 | 3.10 | … | … | 0.00 | 1.69 | 2.43 | 4.18 | 7.21 | 8.39 | 4.88 | 1.96 | 2.31 | 2.42 | 3.16 | 8.30 | 11.94 | 10.12 |
Data as of 06/07/2011, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRDX (Invesco Balanced Y ) |
-9.42%
Feb 2006 – Feb 2009 |
-2.68%
Feb 2004 – Feb 2009 |
0.58%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRDX (Invesco Balanced Y ) |
14.56%
Mar 2003 – Mar 2006 |
12.09%
Sep 2002 – Sep 2007 |
4.46%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart