Invesco Balanced-Risk Allocation Fund Class Y (ABRYX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.67% | 5.27% | -1.60% |
Year-to-Date | 2.96% | 3.32% | -0.35% |
1 Year | 4.15% | 0.00% | 4.15% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
12%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.89%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,125
Real cost (fees + lost compounding)
$1,393
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
85%
Return in excess of styles
(over past year)
-1.23%