Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRCX (INVESCO STRATEGIC REAL RETURN FUND CLASS C) | NA | 5.63% | 2.53% | 2.08% | 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 |
|---|---|---|
| SRRCX (INVESCO STRATEGIC REAL RETURN FUND CLASS C) | 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 | 5.63 | 2.53 | 2.08 | NA | NA | NA | … | … | 2.17 | 0.29 | 3.63 | 6.86 | -3.12 | -0.80 |
| Sharpe Ratio | NA | 0.49 | 0.26 | 0.34 | NA | NA | NA | … | … | 0.47 | -0.27 | 1.60 | 2.39 | -1.09 | -0.49 |
| Standard Deviation(%) | NA | 4.15 | 2.89 | 2.87 | NA | NA | NA | … | … | 2.39 | 3.92 | 1.88 | 2.77 | 2.89 | 2.48 |
| Draw Down(%) | NA | 1.51 | 2.43 | 6.95 | NA | NA | NA | … | … | 1.33 | 2.43 | 1.34 | 2.13 | 6.14 | 3.39 |
| Yield(%) | 0.00 | 3.19 | 3.18 | 2.61 | 1.46 | 0.98 | 0.73 | … | … | 2.53 | 2.88 | 2.86 | 2.70 | 2.06 | 2.32 |
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 |
|---|---|---|---|---|
| SRRCX (INVESCO STRATEGIC REAL RETURN FUND CLASS C) |
0.88%
Jun 2014 – Jun 2017 |
1.65%
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 |
|---|---|---|---|---|
| SRRCX (INVESCO STRATEGIC REAL RETURN FUND CLASS C) |
3.60%
Feb 2016 – Feb 2019 |
2.25%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart