| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.76% | 8.61% | 16.14% | 2.59% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.63% | 6.91% | 8.58% |
| Negative volatility | 2.36% | 4.42% | 6.56% |
| Sharpe | 0.93 | 0.18 | Neg |
| Sortino | 2.62 | 0.28 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Balanced-Risk Allocation A Acc EUR | 8.59% | -17.43% | 3.09% | 1.65% | 5.32% | 6.76% | |
| Diversified Conservative | 8.42% | -10.28% | 6.26% | 11.58% | -1.54% | 1.74% | |