Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATFRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R) | NA | -0.52% | 1.87% | 3.96% | 4.04% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATFRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R) | 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 (%) | -6.91 | -0.52 | 1.87 | 3.96 | 4.04 | NA | NA | … | … | -6.02 | 5.60 | 9.86 | -4.44 | 7.00 | 8.40 | -3.98 | 4.55 | 1.73 | 9.58 | 9.49 | 12.90 | 22.15 | -27.72 | 1.69 |
| Sharpe Ratio | NA | -0.06 | 0.13 | 0.45 | 0.53 | NA | NA | … | … | -1.87 | 0.70 | 2.55 | -1.35 | 1.91 | 0.80 | -0.73 | 1.09 | 0.27 | 1.11 | 1.26 | 1.80 | 1.44 | -1.43 | -0.12 |
| Standard Deviation(%) | NA | 10.53 | 6.81 | 7.09 | 6.85 | NA | NA | … | … | 20.69 | 7.65 | 3.31 | 4.28 | 3.35 | 10.14 | 5.52 | 4.16 | 6.38 | 8.68 | 7.49 | 7.12 | 15.30 | 20.03 | 9.42 |
| Draw Down(%) | NA | 11.92 | 12.51 | 12.51 | 12.51 | NA | NA | … | … | 7.41 | 12.51 | 1.78 | 5.94 | 2.24 | 7.21 | 8.57 | 3.75 | 7.84 | 5.04 | 5.22 | 5.21 | 17.56 | 35.48 | 6.62 |
| Yield(%) | 0.00 | 0.76 | 2.37 | 2.77 | 3.92 | 3.19 | 2.39 | … | … | 0.00 | 0.75 | 4.89 | 1.66 | 2.81 | 3.18 | 5.38 | 6.79 | 3.70 | 4.55 | 3.81 | 5.31 | 7.15 | 2.72 | 2.85 |
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 |
|---|---|---|---|---|
| ATFRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R) |
-4.18%
May 2007 – May 2010 |
1.08%
Mar 2015 – Mar 2020 |
2.85%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R) |
21.52%
Feb 2009 – Feb 2012 |
14.17%
Feb 2009 – Feb 2014 |
8.20%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart