Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS C) | NA | -1.18% | 1.29% | 3.43% | 3.51% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS C) | 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 (%) | -7.14 | -1.18 | 1.29 | 3.43 | 3.51 | NA | NA | … | … | -6.23 | 5.14 | 9.24 | -4.93 | 6.36 | 8.02 | -4.36 | 3.93 | 1.29 | 8.96 | 9.06 | 12.19 | 21.66 | -28.21 | 1.17 |
| Sharpe Ratio | NA | -0.12 | 0.05 | 0.37 | 0.45 | NA | NA | … | … | -1.86 | 0.63 | 2.37 | -1.44 | 1.73 | 0.77 | -0.81 | 0.93 | 0.20 | 1.03 | 1.21 | 1.71 | 1.40 | -1.46 | -0.18 |
| Standard Deviation(%) | NA | 10.77 | 6.94 | 7.15 | 6.88 | NA | NA | … | … | 21.39 | 7.74 | 3.31 | 4.33 | 3.33 | 10.09 | 5.45 | 4.20 | 6.34 | 8.75 | 7.46 | 7.06 | 15.44 | 19.92 | 9.42 |
| Draw Down(%) | NA | 11.97 | 12.57 | 12.57 | 12.57 | NA | NA | … | … | 7.64 | 12.57 | 1.80 | 6.43 | 2.26 | 7.30 | 8.88 | 3.79 | 7.83 | 5.10 | 5.28 | 5.12 | 17.66 | 35.79 | 6.64 |
| Yield(%) | 0.00 | 0.69 | 2.16 | 2.41 | 3.49 | 2.85 | 2.14 | … | … | 0.00 | 0.68 | 4.33 | 1.68 | 2.26 | 2.62 | 4.86 | 6.30 | 3.17 | 4.12 | 3.34 | 4.84 | 6.73 | 2.42 | 2.63 |
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 |
|---|---|---|---|---|
| AFTCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS C) |
-4.70%
May 2007 – May 2010 |
0.62%
Mar 2015 – Mar 2020 |
2.34%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS C) |
20.95%
Feb 2009 – Feb 2012 |
13.60%
Feb 2009 – Feb 2014 |
7.68%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart