Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS A) | NA | -0.23% | 2.09% | 4.19% | 4.29% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS A) | 02/02/2007 | 02/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.99 | -0.23 | 2.09 | 4.19 | 4.29 | NA | NA | … | … | -6.00 | 5.89 | 9.99 | -4.20 | 7.24 | 8.76 | -3.79 | 4.82 | 2.00 | 9.89 | 9.83 | 13.12 | 22.49 | -27.53 | 1.87 |
| Sharpe Ratio | NA | -0.03 | 0.16 | 0.48 | 0.57 | NA | NA | … | … | -1.85 | 0.73 | 2.61 | -1.30 | 1.93 | 0.85 | -0.69 | 1.16 | 0.31 | 1.14 | 1.32 | 1.84 | 1.45 | -1.42 | -0.11 |
| Standard Deviation(%) | NA | 10.59 | 6.82 | 7.08 | 6.83 | NA | NA | … | … | 20.85 | 7.66 | 3.27 | 4.30 | 3.42 | 10.05 | 5.53 | 4.13 | 6.35 | 8.66 | 7.43 | 7.09 | 15.42 | 20.06 | 9.48 |
| Draw Down(%) | NA | 11.77 | 12.46 | 12.46 | 12.46 | NA | NA | … | … | 7.38 | 12.46 | 1.76 | 5.81 | 2.23 | 7.06 | 8.42 | 3.73 | 7.80 | 4.91 | 5.10 | 5.20 | 17.68 | 35.34 | 6.61 |
| Yield(%) | 0.00 | 1.06 | 2.63 | 3.05 | 4.19 | 3.39 | 2.54 | … | … | 0.00 | 1.05 | 5.41 | 1.66 | 3.06 | 3.43 | 5.64 | 7.04 | 3.96 | 4.76 | 4.04 | 5.55 | 7.37 | 2.88 | 2.93 |
Data as of 02/18/2021, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS A) |
-3.94%
May 2007 – May 2010 |
1.35%
Mar 2015 – Mar 2020 |
3.10%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS A) |
21.93%
Feb 2009 – Feb 2012 |
14.51%
Feb 2009 – Feb 2014 |
8.50%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart