Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPBBX (INVESCO CORE PLUS BOND FUND CLASS B) | NA | 3.65% | 1.83% | 2.45% | NA | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPBBX (INVESCO CORE PLUS BOND FUND CLASS B) | 06/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 3.65 | 1.83 | 2.45 | NA | NA | NA | … | … | -0.64 | 4.32 | 3.84 | -0.45 | 6.13 | -1.18 | 7.25 | 4.52 | 6.04 | 4.96 |
| Sharpe Ratio | NA | 1.14 | 0.51 | 0.14 | NA | NA | NA | … | … | -4.26 | 1.36 | 1.28 | -0.14 | 0.17 | -0.38 | 3.09 | 1.25 | 1.65 | 2.33 |
| Standard Deviation(%) | NA | 2.61 | 2.97 | 16.56 | NA | NA | NA | … | … | 2.25 | 2.71 | 2.82 | 3.38 | 36.59 | 3.20 | 2.35 | 3.60 | 3.60 | 3.71 |
| Draw Down(%) | NA | 1.49 | 3.79 | 23.33 | NA | NA | NA | … | … | 0.82 | 1.49 | 3.79 | 3.45 | 23.21 | 5.69 | 1.02 | 2.13 | 3.40 | 1.77 |
| Yield(%) | 0.00 | 2.14 | 2.26 | 2.56 | 2.69 | 1.80 | 1.35 | … | … | 0.00 | 2.14 | 2.13 | 2.71 | 3.42 | 2.64 | 3.10 | 2.84 | 4.34 | 2.14 |
Data as of 01/26/2018, Common starting date is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBBX (INVESCO CORE PLUS BOND FUND CLASS B) |
1.45%
Dec 2012 – Dec 2015 |
2.44%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBBX (INVESCO CORE PLUS BOND FUND CLASS B) |
6.07%
Jul 2009 – Jul 2012 |
4.69%
Jan 2010 – Jan 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart