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AFTSX: INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R5 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2007 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 1.34% |
| Expenses | 0.61% |
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Performance Analytics (As of 02/18/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2007 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.8 | 0.0 | 2.4 | 4.5 | 4.6 | 3.5 | -5.9 | 6.2 | 10.2 | -3.9 | 7.5 | 9.0 | -3.5 | 5.1 | 2.3 | 10.1 | 10.0 | 13.5 | 22.8 | -27.4 | 2.3 |
| Sharpe Ratio | NA | -0.01 | 0.21 | 0.53 | 0.61 | 0.31 | -1.85 | 0.77 | 2.65 | -1.22 | 2.04 | 0.87 | -0.65 | 1.22 | 0.35 | 1.16 | 1.35 | 1.88 | 1.48 | -1.41 | -0.05 |
| Draw Down(%) | NA | 11.8 | 12.4 | 12.4 | 12.4 | 41.2 | 7.2 | 12.4 | 1.7 | 5.7 | 2.2 | 7.0 | 8.3 | 3.7 | 7.8 | 4.9 | 5.1 | 5.2 | 17.5 | 35.2 | 6.6 |
| Standard Deviation(%) | NA | 10.5 | 6.8 | 7.0 | 6.8 | 9.4 | 20.5 | 7.6 | 3.3 | 4.2 | 3.4 | 10.0 | 5.4 | 4.1 | 6.3 | 8.7 | 7.4 | 7.1 | 15.4 | 20.0 | 9.4 |
| Treynor Ratio | NA | 0.0 | 0.37 | 0.83 | 0.57 | 0.13 | -0.59 | 0.38 | 8.33 | -1.04 | 0.13 | 0.27 | -0.08 | 0.17 | 0.04 | 0.25 | 0.53 | 0.41 | 0.29 | -0.41 | -0.01 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | -0.22 | 0.02 | 0.03 | -0.02 | 0.0 | 0.03 | -0.01 | 0.01 | -0.02 | 0.02 | 0.04 | 0.03 | 0.02 | -0.04 | -0.01 |
| Beta | NA | 0.38 | 0.04 | 0.04 | 0.07 | 0.23 | 0.65 | 0.15 | 0.01 | 0.05 | 0.52 | 0.33 | 0.43 | 0.29 | 0.55 | 0.41 | 0.19 | 0.33 | 0.78 | 0.69 | 0.79 |
| RSquared | NA | 0.34 | 0.04 | 0.03 | 0.05 | 0.24 | 0.05 | 0.25 | 0.03 | 0.07 | 0.31 | 0.07 | 0.43 | 0.2 | 0.38 | 0.15 | 0.15 | 0.32 | 0.92 | 0.95 | 0.95 |
| Yield(%) | N/A | 1.3 | 2.9 | 3.3 | 4.5 | N/A | 0.0 | 1.3 | 5.9 | 1.6 | 3.3 | 3.7 | 5.9 | 7.3 | 4.2 | 5.0 | 4.3 | 5.8 | 7.6 | 3.0 | 3.0 |
| Dividend Growth(%) | N/A | -76.5 | -31.2 | -43.8 | N/A | N/A | -100.0 | -76.5 | 240.7 | -48.4 | -4.6 | -43.6 | -20.6 | 68.5 | -11.2 | 23.4 | -21.4 | -11.9 | 77.6 | -2.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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