Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNSSX (Invesco Conservative Allocation Fund Cl) | 3.91% | 11.49% | 9.03% | 3.05% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNSSX (Invesco Conservative Allocation Fund Cl) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 11.49 | 9.03 | 3.05 | NA | NA | NA | … | … | 3.91 | 11.61 | 6.42 | 10.15 | -16.31 | 7.59 | 10.60 | 14.58 | -4.10 | 5.38 |
| Sharpe Ratio | NA | 1.41 | 0.85 | 0.09 | NA | NA | NA | … | … | 0.93 | 1.15 | 0.45 | 0.98 | -1.62 | 1.27 | 0.76 | 3.29 | -1.16 | 3.03 |
| Standard Deviation(%) | NA | 6.95 | 7.20 | 7.88 | NA | NA | NA | … | … | 8.55 | 7.63 | 6.24 | 6.70 | 11.01 | 5.98 | 13.61 | 3.98 | 4.75 | 2.18 |
| Draw Down(%) | NA | 5.45 | 7.55 | 21.91 | NA | NA | NA | … | … | 5.45 | 7.20 | 3.50 | 7.32 | 21.07 | 3.22 | 20.90 | 1.71 | 7.69 | 0.82 |
| Yield(%) | 0.00 | 2.58 | 2.79 | 3.13 | 3.96 | 2.64 | 1.98 | … | … | 0.00 | 3.48 | 2.92 | 2.20 | 3.94 | 5.45 | 8.22 | 7.20 | 4.01 | 2.97 |
Data as of 06/10/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSSX (Invesco Conservative Allocation Fund Cl) |
-1.52%
Apr 2021 – Apr 2024 |
1.15%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSSX (Invesco Conservative Allocation Fund Cl) |
10.89%
Dec 2018 – Dec 2021 |
6.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart