Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLALX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Global Alloc) | 7.27% | 15.87% | 11.41% | 4.99% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLALX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Global Alloc) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | 15.87 | 11.41 | 4.99 | NA | NA | NA | … | … | 7.27 | 14.09 | 6.02 | 16.07 | -17.28 | 10.88 | 14.99 | 9.27 |
| Sharpe Ratio | NA | 1.48 | 0.87 | 0.22 | NA | NA | NA | … | … | 1.33 | 1.20 | 0.28 | 1.33 | -1.23 | 1.13 | 0.77 | 2.18 |
| Standard Deviation(%) | NA | 8.74 | 9.44 | 10.70 | NA | NA | NA | … | … | 11.05 | 9.36 | 8.49 | 9.42 | 15.21 | 9.61 | 19.11 | 6.73 |
| Draw Down(%) | NA | 6.93 | 9.86 | 22.66 | NA | NA | NA | … | … | 6.93 | 7.34 | 3.95 | 9.86 | 21.86 | 4.14 | 21.97 | 3.02 |
| Yield(%) | 0.00 | 7.17 | 4.12 | 5.36 | 3.65 | 2.43 | 1.83 | … | … | 0.00 | 7.59 | 1.30 | 3.01 | 5.09 | 14.07 | 0.00 | 0.11 |
Data as of 06/09/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLALX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Global Alloc) |
0.46%
Apr 2021 – Apr 2024 |
4.60%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLALX (AIM Investment Securities Funds Invesco Investment Securities Funds Invesco Oppenheimer Global Alloc) |
13.16%
Sep 2022 – Sep 2025 |
8.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart