Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLIAX (INVESCO INCOME ALLOCATION FUND CLASS B) | NA | 7.22% | 4.38% | 5.32% | 4.89% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLIAX (INVESCO INCOME ALLOCATION FUND CLASS B) | 11/11/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 7.22 | 4.38 | 5.32 | 4.89 | NA | NA | … | … | 0.89 | 7.38 | 8.35 | -1.70 | 7.65 | 5.73 | 11.09 | 2.66 | 9.34 | 19.87 | -19.47 | 2.62 | 10.75 | 0.60 |
| Sharpe Ratio | NA | 2.55 | 0.93 | 1.19 | 0.78 | NA | NA | … | … | 4.43 | 2.62 | 1.59 | -0.35 | 2.12 | 1.24 | 2.96 | 0.41 | 1.57 | 2.51 | -1.76 | -0.07 | 1.98 | 0.42 |
| Standard Deviation(%) | NA | 2.56 | 4.37 | 4.28 | 6.14 | NA | NA | … | … | 2.76 | 2.58 | 5.09 | 5.00 | 3.59 | 4.59 | 3.76 | 6.41 | 5.88 | 7.87 | 11.57 | 5.57 | 3.77 | 4.77 |
| Draw Down(%) | NA | 1.48 | 7.88 | 7.88 | 28.13 | NA | NA | … | … | 0.42 | 1.48 | 3.75 | 5.48 | 2.60 | 5.76 | 3.06 | 6.30 | 5.16 | 10.92 | 25.66 | 4.72 | 2.10 | 1.56 |
| Yield(%) | 0.00 | 2.88 | 2.90 | 3.05 | 3.40 | 2.92 | 2.19 | … | … | 0.20 | 2.92 | 3.11 | 2.91 | 3.00 | 2.66 | 2.97 | 2.93 | 3.58 | 4.37 | 6.40 | 4.91 | 3.27 | 0.00 |
Data as of 01/26/2018, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLIAX (INVESCO INCOME ALLOCATION FUND CLASS B) |
-5.85%
Feb 2006 – Feb 2009 |
1.91%
May 2007 – May 2012 |
4.02%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLIAX (INVESCO INCOME ALLOCATION FUND CLASS B) |
14.42%
Feb 2009 – Feb 2012 |
11.71%
Feb 2009 – Feb 2014 |
4.79%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart