Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPBYX (INVESCO CORE PLUS BOND FUND CLASS Y) | 0.23% | 5.49% | 5.20% | 0.02% | 1.95% | 2.84% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPBYX (INVESCO CORE PLUS BOND FUND CLASS Y) | 06/04/2009 | 06/09/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 5.49 | 5.20 | 0.02 | 1.95 | 2.84 | NA | … | … | 0.23 | 6.94 | 3.51 | 6.39 | -14.45 | -1.31 | 6.50 | 11.56 | -2.44 | 5.35 | 4.71 | 0.55 | 7.19 | -0.19 | 8.33 | 5.68 | 6.66 | 5.15 |
| Sharpe Ratio | NA | 0.64 | 0.36 | -0.45 | 0.07 | NA | NA | … | … | -0.53 | 0.96 | -0.02 | 0.40 | -2.31 | -0.42 | 0.95 | 3.22 | -1.36 | 1.69 | 1.54 | 0.15 | 0.20 | -0.07 | 3.44 | 1.53 | 1.77 | 2.40 |
| Standard Deviation(%) | NA | 3.73 | 5.15 | 5.53 | 4.80 | NA | NA | … | … | 4.21 | 4.24 | 5.12 | 6.83 | 6.91 | 3.16 | 6.55 | 3.13 | 2.82 | 2.79 | 2.92 | 3.45 | 36.57 | 3.28 | 2.42 | 3.69 | 3.72 | 3.74 |
| Draw Down(%) | NA | 3.07 | 6.08 | 21.51 | 22.56 | NA | NA | … | … | 3.07 | 3.02 | 3.46 | 8.43 | 19.49 | 2.87 | 10.96 | 1.88 | 3.45 | 1.48 | 3.62 | 2.80 | 23.13 | 5.45 | 1.02 | 1.97 | 3.32 | 1.77 |
| Yield(%) | 0.00 | 4.24 | 4.67 | 3.41 | 3.33 | 3.63 | 3.33 | … | … | 1.83 | 4.37 | 4.84 | 4.72 | 3.08 | 2.10 | 2.90 | 3.82 | 3.53 | 3.15 | 2.98 | 3.71 | 4.43 | 3.62 | 4.13 | 3.87 | 4.95 | 2.32 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| CPBYX (INVESCO CORE PLUS BOND FUND CLASS Y) |
-6.49%
Oct 2020 – Oct 2023 |
-1.32%
Oct 2017 – Oct 2022 |
1.07%
Oct 2012 – Oct 2022 |
2.81%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPBYX (INVESCO CORE PLUS BOND FUND CLASS Y) |
7.12%
Oct 2022 – Oct 2025 |
5.67%
Jan 2010 – Jan 2015 |
4.81%
Nov 2010 – Nov 2020 |
3.20%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart