Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRCNX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R5) | 27.47% | 45.37% | 18.05% | 10.86% | 7.55% | 1.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRCNX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R5) | 12/02/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 45.37 | 18.05 | 10.86 | 7.55 | 1.89 | NA | … | … | 27.47 | 18.89 | 5.66 | -3.12 | 7.90 | 19.61 | 8.02 | 4.47 | -11.96 | 4.88 | 11.97 | -16.47 | -15.78 | -13.90 | 3.63 | -8.14 | 7.07 |
| Sharpe Ratio | NA | 2.45 | 1.07 | 0.52 | 0.42 | NA | NA | … | … | 3.18 | 1.34 | 0.18 | -0.54 | 0.30 | 1.34 | 0.41 | 0.32 | -1.38 | 0.45 | 0.99 | -1.44 | -1.66 | -1.04 | 0.21 | -0.41 | 11.84 |
| Standard Deviation(%) | NA | 17.45 | 13.84 | 15.84 | 14.34 | NA | NA | … | … | 23.18 | 11.97 | 11.13 | 12.76 | 21.86 | 14.63 | 18.94 | 9.45 | 9.67 | 9.47 | 11.86 | 11.44 | 9.51 | 13.46 | 17.18 | 19.93 | 11.51 |
| Draw Down(%) | NA | 9.16 | 9.16 | 20.40 | 38.04 | NA | NA | … | … | 9.16 | 8.51 | 9.15 | 10.74 | 19.53 | 7.96 | 31.26 | 8.21 | 15.30 | 13.34 | 7.43 | 17.62 | 19.16 | 19.23 | 13.96 | 20.10 | 1.33 |
| Yield(%) | 0.00 | 13.64 | 7.59 | 8.07 | 5.17 | 2.29 | 1.87 | … | … | 0.00 | 14.09 | 4.98 | 3.53 | 9.65 | 16.72 | 0.00 | 0.94 | 0.25 | 0.03 | 3.02 | 0.00 | 0.00 | 0.07 | 2.13 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCNX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R5) |
-16.28%
Jan 2013 – Jan 2016 |
-10.76%
Feb 2011 – Feb 2016 |
-3.59%
Jan 2011 – Jan 2021 |
0.97%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRCNX (INVESCO BALANCED-RISK COMMODITY STRATEGY FUND CLASS R5) |
22.30%
Mar 2020 – Mar 2023 |
15.21%
Mar 2020 – Mar 2025 |
8.70%
Mar 2016 – Mar 2026 |
2.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart