Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABRYX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS Y) | 0.50% | 0.09% | -0.52% | 2.55% | 1.95% | 4.20% | NA | 5.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRYX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS Y) | 06/05/2009 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/05/2009.
AR inception is since 06/05/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 0.09 | -0.52 | 2.55 | 1.95 | 4.20 | NA | 5.20 | 0.50 | 3.34 | 6.35 | -14.82 | -1.36 | 9.50 | 14.91 | -6.73 | 9.95 | 11.36 | -4.52 | 5.83 | 2.29 | 10.84 | 10.54 | 13.62 | 11.52 |
| Sharpe Ratio | NA | -0.58 | -0.51 | 0.00 | 0.03 | NA | NA | 0.47 | -0.24 | -0.37 | 0.28 | -1.48 | -0.11 | 0.72 | 2.58 | -1.28 | 2.10 | 1.59 | -0.67 | 1.18 | 0.32 | 1.85 | 1.36 | 1.90 | 2.43 |
| Standard Deviation(%) | NA | 9.78 | 9.25 | 10.04 | 8.86 | NA | NA | 8.16 | 10.57 | 8.70 | 7.67 | 11.01 | 12.50 | 12.86 | 5.23 | 6.32 | 4.46 | 7.01 | 6.82 | 4.91 | 7.11 | 5.87 | 7.74 | 7.12 | 8.56 |
| Draw Down(%) | NA | 10.81 | 14.88 | 27.29 | 27.29 | NA | NA | 27.29 | 9.36 | 7.31 | 7.28 | 18.23 | 12.87 | 20.34 | 2.76 | 9.13 | 3.05 | 3.93 | 10.36 | 4.44 | 8.80 | 3.71 | 5.41 | 5.17 | 3.19 |
| Yield(%) | 0.00 | 11.66 | 4.48 | 6.11 | 5.27 | 6.22 | 5.39 | 7.19 | 0.00 | 12.18 | 2.52 | 0.00 | 12.77 | 1.51 | 11.71 | 0.00 | 6.55 | 8.82 | 6.39 | 7.92 | 7.26 | 5.50 | 4.17 | 6.70 | 5.62 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRYX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS Y) |
-4.55%
Aug 2021 - Aug 2024 |
-0.61%
May 2018 - May 2023 |
1.69%
Oct 2013 - Oct 2023 |
4.40%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRYX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS Y) |
13.30%
Jan 2010 - Jan 2013 |
10.07%
Jul 2009 - Jul 2014 |
6.93%
Jul 2009 - Jul 2019 |
5.06%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart