Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABRZX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS A) | 0.00% | 0.44% | -0.63% | 2.30% | 1.60% | 3.84% | NA | 4.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABRZX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS A) | 06/05/2009 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
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 (%) | 1.69 | 0.44 | -0.63 | 2.30 | 1.60 | 3.84 | NA | 4.87 | 0.00 | 3.14 | 5.97 | -14.96 | -1.85 | 9.20 | 14.66 | -7.01 | 9.78 | 10.97 | -4.68 | 5.49 | 2.07 | 10.57 | 10.30 | 13.18 | 11.39 |
| Sharpe Ratio | NA | -0.61 | -0.54 | -0.03 | 0.00 | NA | NA | 0.43 | -0.28 | -0.39 | 0.23 | -1.49 | -0.15 | 0.69 | 2.55 | -1.33 | 2.05 | 1.54 | -0.68 | 1.11 | 0.28 | 1.80 | 1.32 | 1.86 | 2.39 |
| Standard Deviation(%) | NA | 9.78 | 9.22 | 10.09 | 8.90 | NA | NA | 8.19 | 10.43 | 8.76 | 7.60 | 10.99 | 12.74 | 12.94 | 5.20 | 6.30 | 4.49 | 7.00 | 6.88 | 4.95 | 7.16 | 5.89 | 7.78 | 7.03 | 8.59 |
| Draw Down(%) | NA | 10.95 | 14.93 | 27.60 | 27.60 | NA | NA | 27.60 | 9.40 | 7.35 | 7.36 | 18.35 | 13.07 | 20.34 | 2.81 | 9.26 | 3.09 | 3.97 | 10.50 | 4.42 | 8.79 | 3.73 | 5.44 | 5.18 | 3.19 |
| Yield(%) | 0.00 | 11.81 | 4.45 | 6.04 | 5.15 | 6.02 | 5.25 | 7.00 | 0.00 | 12.22 | 2.30 | 0.00 | 12.73 | 1.26 | 11.61 | 0.00 | 6.62 | 8.61 | 6.17 | 7.70 | 7.31 | 5.38 | 4.08 | 6.56 | 5.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRZX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS A) |
-4.88%
Aug 2021 - Aug 2024 |
-0.89%
May 2018 - May 2023 |
1.41%
Oct 2013 - Oct 2023 |
4.11%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABRZX (INVESCO BALANCED-RISK ALLOCATION FUND CLASS A) |
12.99%
Jan 2010 - Jan 2013 |
9.79%
Jul 2009 - Jul 2014 |
6.65%
Jul 2009 - Jul 2019 |
4.76%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart