PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by Invesco and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Invesco
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AACFX
Invesco Greater China FundChina EquitiesMar 30, 20061.55%
-0.54%
0.75%
1.94%
Invesco Select Risk: Growth Investor FundDiversified PortfolioApr 29, 20040.43%
5.78%
5.48%
1.97%
Invesco Balanced-Risk Allocation FundTactical AllocationJun 1, 20091.06%
5.36%
4.14%
2.30%
Invesco Corporate Bond FundCorporate BondsSep 23, 19710.72%
-0.13%
2.88%
4.68%
Invesco Exchange FundLarge Cap Value EquitiesDec 16, 19760.54%
2.76%
5.84%
2.03%
Invesco Equity and Income FundDiversified PortfolioAug 2, 19600.78%
6.65%
7.05%
6.04%
Invesco Growth and Income FundLarge Cap Value EquitiesAug 1, 19460.80%
10.06%
8.32%
11.85%
Invesco Comstock FundLarge Cap Value EquitiesOct 7, 19680.80%
8.82%
8.74%
7.36%
Invesco High Yield Municipal FundHigh Yield MuniJan 1, 19861.39%
0.76%
3.79%
5.07%
Invesco EQV European Equity FundEurope EquitiesNov 2, 19971.37%
5.13%
2.81%
2.45%
Invesco Floating Rate ESG FundBank LoanApr 30, 19971.04%
1.43%
3.72%
8.89%
Invesco Income FundNontraditional BondsApr 27, 19870.96%
1.89%
0.67%
5.66%
Invesco Global Real Estate FundREITApr 28, 20051.38%
-1.33%
2.35%
1.37%
Invesco EQV International Equity FundForeign Large Cap EquitiesApr 6, 19921.35%
4.56%
4.38%
1.50%
Invesco Limited Term Municipal Income FundMunicipal BondsMay 10, 19870.33%
0.06%
1.87%
3.37%
Invesco Income Allocation FundDiversified PortfolioOct 30, 20050.37%
1.56%
3.66%
3.80%
Invesco Short Duration Inflation Protected FundInflation-Protected BondsJul 12, 19870.30%
0.62%
1.86%
2.35%
Invesco High Yield FundHigh Yield BondsJul 11, 19781.03%
0.82%
2.96%
6.36%
Invesco EQV Asia Pacific Equity FundAsia Pacific EquitiesNov 2, 19971.45%
2.58%
4.57%
2.77%
Invesco Global Real Estate Income FundREITMay 30, 20021.20%
-2.14%
2.99%
2.46%

1–20 of 115

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...