Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIZYX (INVESCO MULTI-ASSET INFLATION FUND CLASS Y) | NA | -10.24% | -1.63% | -2.62% | 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 |
|---|---|---|
| MIZYX (INVESCO MULTI-ASSET INFLATION FUND CLASS Y) | 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 (%) | -13.02 | -10.24 | -1.63 | -2.62 | NA | NA | NA | … | … | 8.55 | -10.66 | 6.62 | 10.17 | -11.10 | -3.20 |
| Sharpe Ratio | NA | 0.03 | 0.18 | -0.09 | NA | NA | NA | … | … | 1.29 | -1.26 | 1.12 | 0.92 | -1.07 | -1.27 |
| Standard Deviation(%) | NA | 7.88 | 7.32 | 8.90 | NA | NA | NA | … | … | 6.85 | 9.52 | 5.36 | 10.80 | 10.44 | 11.28 |
| Draw Down(%) | NA | 9.75 | 13.14 | 22.88 | NA | NA | NA | … | … | 4.31 | 15.54 | 3.70 | 7.78 | 15.16 | 7.99 |
| Yield(%) | 0.00 | 4.13 | 3.24 | 2.20 | 1.12 | 0.74 | 0.56 | … | … | 1.69 | 2.52 | 2.99 | 2.85 | 1.27 | 1.10 |
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 |
|---|---|---|---|---|
| MIZYX (INVESCO MULTI-ASSET INFLATION FUND CLASS Y) |
-0.22%
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 |
|---|---|---|---|---|
| MIZYX (INVESCO MULTI-ASSET INFLATION FUND CLASS Y) |
6.52%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart