Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRAX (INVESCO STRATEGIC REAL RETURN FUND CLASS A) | NA | 6.45% | 3.37% | 2.88% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 05/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRRAX (INVESCO STRATEGIC REAL RETURN FUND CLASS A) | 05/06/2014 | 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 (%) | 0.00 | 6.45 | 3.37 | 2.88 | NA | NA | NA | … | … | 1.51 | 1.82 | 4.46 | 7.60 | -2.38 | -0.37 |
| Sharpe Ratio | NA | 0.46 | 0.43 | 0.54 | NA | NA | NA | … | … | 0.12 | 0.11 | 2.02 | 2.68 | -0.84 | -0.23 |
| Standard Deviation(%) | NA | 4.92 | 3.27 | 3.09 | NA | NA | NA | … | … | 2.66 | 4.59 | 1.91 | 2.75 | 2.86 | 2.48 |
| Draw Down(%) | NA | 1.58 | 2.25 | 6.41 | NA | NA | NA | … | … | 1.50 | 2.25 | 1.23 | 2.03 | 5.76 | 3.14 |
| Yield(%) | 0.00 | 3.97 | 3.95 | 3.34 | 1.86 | 1.24 | 0.93 | … | … | 3.21 | 3.62 | 3.67 | 3.42 | 2.81 | 2.75 |
Data as of 10/30/2019, Common starting date is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRAX (INVESCO STRATEGIC REAL RETURN FUND CLASS A) |
1.62%
Jun 2014 – Jun 2017 |
2.42%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRAX (INVESCO STRATEGIC REAL RETURN FUND CLASS A) |
4.38%
Feb 2016 – Feb 2019 |
3.03%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart