Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTSX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R5) | NA | 0.05% | 2.39% | 4.49% | 4.58% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTSX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R5) | 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 (%) | -6.85 | 0.05 | 2.39 | 4.49 | 4.58 | NA | NA | … | … | -5.86 | 6.15 | 10.24 | -3.85 | 7.48 | 9.00 | -3.49 | 5.07 | 2.26 | 10.07 | 10.04 | 13.48 | 22.79 | -27.40 | 2.28 |
| Sharpe Ratio | NA | -0.01 | 0.21 | 0.52 | 0.61 | NA | NA | … | … | -1.85 | 0.77 | 2.63 | -1.24 | 2.03 | 0.87 | -0.65 | 1.22 | 0.35 | 1.16 | 1.35 | 1.88 | 1.48 | -1.41 | -0.06 |
| Standard Deviation(%) | NA | 10.49 | 6.78 | 7.05 | 6.81 | NA | NA | … | … | 20.47 | 7.65 | 3.33 | 4.25 | 3.38 | 10.04 | 5.44 | 4.14 | 6.33 | 8.67 | 7.41 | 7.14 | 15.36 | 20.02 | 9.40 |
| Draw Down(%) | NA | 11.80 | 12.39 | 12.39 | 12.39 | NA | NA | … | … | 7.24 | 12.39 | 1.75 | 5.66 | 2.21 | 7.01 | 8.27 | 3.70 | 7.76 | 4.89 | 5.07 | 5.18 | 17.49 | 35.24 | 6.60 |
| Yield(%) | 0.00 | 1.34 | 2.90 | 3.33 | 4.45 | 3.59 | 2.69 | … | … | 0.00 | 1.33 | 5.94 | 1.65 | 3.32 | 3.69 | 5.90 | 7.29 | 4.20 | 4.97 | 4.28 | 5.80 | 7.56 | 3.01 | 3.04 |
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 |
|---|---|---|---|---|
| AFTSX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R5) |
-3.68%
May 2007 – May 2010 |
1.59%
Mar 2015 – Mar 2020 |
3.38%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTSX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R5) |
22.19%
Feb 2009 – Feb 2012 |
14.75%
Feb 2009 – Feb 2014 |
8.75%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart