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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.06% 2.043B 238799.7
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 549.0% 83.34M Upgrade

Basic Info

Investment Strategy
The Fund seeks maximum total return, comprised of income and capital appreciation. The Fund will normally invest at least 80% of its assets in fixed income instruments, and also include exchange-traded funds ("ETFs") and closed-end funds ("CEFs") that invest substantially all of their assets in fixed income instruments.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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Total Return (NAV)
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--
--
--
--
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Peer Group Rtn. (NAV)
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
11.65%
10.86%
-0.38%
-14.76%
5.96%
2.62%
7.17%
0.38%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.09%
--
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--
--
--
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8.10%
0.27%
--
--
--
--
7.16%
2.94%
7.34%
0.26%
9.81%
9.42%
-0.43%
-12.54%
6.81%
2.12%
7.56%
0.20%
10.78%
8.87%
-0.80%
-14.37%
7.15%
2.34%
7.37%
0.20%
As of January 13, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.06%
Stock 0.00%
Bond 78.55%
Convertible 0.08%
Preferred 0.16%
Other 18.14%
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Basic Info

Investment Strategy
The Fund seeks maximum total return, comprised of income and capital appreciation. The Fund will normally invest at least 80% of its assets in fixed income instruments, and also include exchange-traded funds ("ETFs") and closed-end funds ("CEFs") that invest substantially all of their assets in fixed income instruments.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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