Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTYX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS Y) | NA | 0.05% | 2.40% | 4.46% | 4.56% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTYX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.89 | 0.05 | 2.40 | 4.46 | 4.56 | NA | NA | … | … | -5.89 | 6.19 | 10.18 | -3.88 | 7.52 | 8.92 | -3.39 | 5.09 | 2.16 | 10.00 | 10.08 | 13.53 | 22.70 | -0.52 |
| Sharpe Ratio | NA | -0.01 | 0.21 | 0.52 | 0.61 | NA | NA | … | … | -1.82 | 0.78 | 2.66 | -1.23 | 2.09 | 0.86 | -0.62 | 1.22 | 0.34 | 1.16 | 1.35 | 1.90 | 1.47 | -0.08 |
| Standard Deviation(%) | NA | 10.58 | 6.81 | 7.07 | 6.82 | NA | NA | … | … | 20.88 | 7.64 | 3.30 | 4.24 | 3.31 | 10.07 | 5.54 | 4.18 | 6.26 | 8.67 | 7.43 | 7.08 | 15.33 | 32.14 |
| Draw Down(%) | NA | 11.77 | 12.36 | 12.36 | 12.36 | NA | NA | … | … | 7.29 | 12.36 | 1.76 | 5.69 | 2.22 | 7.15 | 8.41 | 3.72 | 7.79 | 4.90 | 5.19 | 5.07 | 17.54 | 15.82 |
| Yield(%) | 0.00 | 1.35 | 2.92 | 3.34 | 4.47 | 4.69 | 3.52 | … | … | 0.00 | 1.34 | 5.97 | 1.66 | 3.34 | 3.72 | 5.93 | 7.32 | 4.22 | 4.98 | 4.29 | 5.82 | 7.59 | 3.98 |
Data as of 02/18/2021, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTYX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS Y) |
0.53%
Jan 2013 – Jan 2016 |
1.60%
Mar 2015 – Mar 2020 |
4.58%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTYX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS Y) |
22.17%
Feb 2009 – Feb 2012 |
14.73%
Feb 2009 – Feb 2014 |
8.75%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart