Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPIIX (INVESCO CORE PLUS BOND FUND CLASS R5) | 0.23% | 5.50% | 5.20% | 0.01% | 1.95% | 2.83% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPIIX (INVESCO CORE PLUS BOND FUND CLASS R5) | 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 (%) | -0.43 | 5.50 | 5.20 | 0.01 | 1.95 | 2.83 | NA | … | … | 0.23 | 7.05 | 3.39 | 6.52 | -14.55 | -1.33 | 6.60 | 11.45 | -2.35 | 5.27 | 4.72 | 0.56 | 7.30 | -0.28 | 8.33 | 5.59 | 6.66 | 5.15 |
| Sharpe Ratio | NA | 0.64 | 0.36 | -0.45 | 0.07 | NA | NA | … | … | -0.53 | 0.99 | -0.04 | 0.42 | -2.32 | -0.44 | 0.95 | 3.15 | -1.32 | 1.67 | 1.55 | 0.15 | 0.20 | -0.10 | 3.36 | 1.50 | 1.75 | 2.40 |
| Standard Deviation(%) | NA | 3.70 | 5.15 | 5.54 | 4.81 | NA | NA | … | … | 4.20 | 4.24 | 5.09 | 6.88 | 6.92 | 3.09 | 6.65 | 3.17 | 2.84 | 2.77 | 2.91 | 3.52 | 36.67 | 3.28 | 2.49 | 3.71 | 3.76 | 3.74 |
| Draw Down(%) | NA | 3.07 | 6.09 | 21.53 | 22.59 | NA | NA | … | … | 3.07 | 2.95 | 3.47 | 8.43 | 19.51 | 2.96 | 10.89 | 1.88 | 3.46 | 1.48 | 3.62 | 2.89 | 23.22 | 5.46 | 1.11 | 1.97 | 3.32 | 1.77 |
| Yield(%) | 0.00 | 4.24 | 4.67 | 3.42 | 3.33 | 3.63 | 3.33 | … | … | 1.83 | 4.38 | 4.84 | 4.72 | 3.09 | 2.09 | 2.91 | 3.80 | 3.54 | 3.16 | 2.99 | 3.71 | 4.44 | 3.62 | 4.14 | 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 |
|---|---|---|---|---|
| CPIIX (INVESCO CORE PLUS BOND FUND CLASS R5) |
-6.50%
Oct 2020 – Oct 2023 |
-1.31%
Oct 2017 – Oct 2022 |
1.06%
Oct 2012 – Oct 2022 |
2.80%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPIIX (INVESCO CORE PLUS BOND FUND CLASS R5) |
7.12%
Oct 2022 – Oct 2025 |
5.64%
Jan 2010 – Jan 2015 |
4.81%
Nov 2010 – Nov 2020 |
3.19%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart