Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GBHYX (Invesco High Yield Bond Factor Fund Class R5) NA 297,580.66% 1,306.83% NA NA NA NA
Data as of 12/19/2023, Common starting date is 05/28/2019
More Performance Analytics Comparison
Name Start Date End Date
GBHYX (Invesco High Yield Bond Factor Fund Class R5) 05/28/2019 12/19/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019
Annualized Return (%) 274,559.32 297,580.66 1,306.83 NA NA NA NA 298,712.28 -11.96 4.55 6.86 5.21
Sharpe Ratio NA 374.71 2.84 NA NA NA NA 497.81 -1.76 1.83 0.57 2.61
Standard Deviation(%) NA 794.15 458.24 NA NA NA NA 807.12 7.62 2.47 11.55 2.91
Draw Down(%) NA 4.67 15.78 NA NA NA NA 4.67 15.78 1.93 20.93 1.64
Yield(%) 0.00 7.62 5.36 4.94 2.47 1.65 1.24 107.28 5.21 4.79 5.50 3.14
Data as of 12/19/2023, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GBHYX (Invesco High Yield Bond Factor Fund Class R5) -0.92%
Sep 2019 – Sep 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GBHYX (Invesco High Yield Bond Factor Fund Class R5) 5.11%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return