Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIASX (Invesco Income Allocation Fund Cl R6) | 4.63% | 12.85% | 9.27% | 3.75% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIASX (Invesco Income Allocation Fund Cl R6) | 04/05/2017 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 12.85 | 9.27 | 3.75 | NA | NA | NA | … | … | 4.63 | 11.96 | 6.14 | 7.58 | -11.50 | 7.84 | 2.50 | 15.40 | -4.20 | 3.66 |
| Sharpe Ratio | NA | 1.87 | 0.95 | 0.17 | NA | NA | NA | … | … | 1.07 | 1.37 | 0.46 | 0.61 | -1.39 | 1.96 | 0.14 | 4.20 | -1.33 | 1.74 |
| Standard Deviation(%) | NA | 5.36 | 6.25 | 6.78 | NA | NA | NA | … | … | 6.41 | 6.64 | 5.47 | 6.52 | 9.31 | 3.99 | 16.11 | 3.31 | 4.20 | 2.43 |
| Draw Down(%) | NA | 4.23 | 6.58 | 16.86 | NA | NA | NA | … | … | 4.23 | 6.06 | 3.13 | 7.82 | 16.86 | 2.25 | 24.06 | 1.37 | 6.44 | 1.29 |
| Yield(%) | 0.00 | 4.82 | 4.93 | 3.85 | 3.80 | 2.53 | 1.90 | … | … | 1.91 | 4.90 | 4.58 | 4.49 | 3.30 | 3.60 | 4.22 | 7.43 | 3.85 | 1.19 |
Data as of 06/11/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIASX (Invesco Income Allocation Fund Cl R6) |
-1.72%
Sep 2019 – Sep 2022 |
0.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIASX (Invesco Income Allocation Fund Cl R6) |
9.77%
May 2023 – May 2026 |
5.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart