Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIZCX (INVESCO MULTI-ASSET INFLATION FUND CLASS C) | NA | -0.06% | 1.30% | -1.30% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIZCX (INVESCO MULTI-ASSET INFLATION FUND CLASS C) | 10/15/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | -0.06 | 1.30 | -1.30 | NA | NA | NA | … | … | 6.92 | -10.43 | 5.48 | 9.13 | -12.15 | -3.32 |
| Sharpe Ratio | NA | -0.20 | 0.00 | -0.22 | NA | NA | NA | … | … | 1.04 | -1.28 | 0.92 | 0.83 | -1.16 | -1.31 |
| Standard Deviation(%) | NA | 7.77 | 7.25 | 8.88 | NA | NA | NA | … | … | 6.62 | 9.17 | 5.32 | 10.77 | 10.52 | 11.32 |
| Draw Down(%) | NA | 9.90 | 13.89 | 23.83 | NA | NA | NA | … | … | 4.52 | 15.28 | 4.17 | 7.79 | 15.81 | 8.10 |
| Yield(%) | 0.00 | 1.50 | 1.93 | 1.30 | 0.66 | 0.44 | 0.33 | … | … | 0.00 | 1.46 | 2.07 | 2.40 | 0.52 | 0.88 |
Data as of 10/30/2019, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIZCX (INVESCO MULTI-ASSET INFLATION FUND CLASS C) |
-1.25%
Nov 2014 – Nov 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIZCX (INVESCO MULTI-ASSET INFLATION FUND CLASS C) |
5.20%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart