Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRSX (INVESCO STRATEGIC REAL RETURN FUND CLASS R6) | NA | 6.83% | 3.63% | 3.14% | 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 |
|---|---|---|
| SRRSX (INVESCO STRATEGIC REAL RETURN FUND CLASS R6) | 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 (%) | 0.10 | 6.83 | 3.63 | 3.14 | NA | NA | NA | … | … | 1.40 | 2.28 | 4.74 | 7.85 | -2.13 | -0.17 |
| Sharpe Ratio | NA | 0.47 | 0.48 | 0.60 | NA | NA | NA | … | … | 0.07 | 0.20 | 2.13 | 2.80 | -0.74 | -0.11 |
| Standard Deviation(%) | NA | 5.11 | 3.35 | 3.14 | NA | NA | NA | … | … | 2.59 | 4.80 | 1.94 | 2.72 | 2.91 | 2.40 |
| Draw Down(%) | NA | 1.60 | 2.18 | 6.12 | NA | NA | NA | … | … | 1.60 | 2.18 | 1.23 | 2.03 | 5.60 | 3.03 |
| Yield(%) | 0.00 | 4.23 | 4.19 | 3.59 | 1.99 | 1.33 | 1.00 | … | … | 3.42 | 3.87 | 3.94 | 3.66 | 3.06 | 2.95 |
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 |
|---|---|---|---|---|
| SRRSX (INVESCO STRATEGIC REAL RETURN FUND CLASS R6) |
1.92%
Jun 2014 – Jun 2017 |
2.71%
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 |
|---|---|---|---|---|
| SRRSX (INVESCO STRATEGIC REAL RETURN FUND CLASS R6) |
4.64%
Feb 2016 – Feb 2019 |
3.29%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart