Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANBX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS B) | NA | 5.39% | 2.47% | 2.17% | 2.47% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANBX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS B) | 02/02/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.39 | 2.47 | 2.17 | 2.47 | NA | NA | … | … | 0.86 | 5.27 | 6.03 | -3.54 | 2.54 | 0.56 | 5.50 | 5.31 | 7.29 | 13.67 | -18.05 | 2.59 |
| Sharpe Ratio | NA | 1.69 | 0.39 | 0.39 | 0.38 | NA | NA | … | … | 5.07 | 1.64 | 0.71 | -0.86 | 0.83 | 0.12 | 0.96 | 1.14 | 1.67 | 1.63 | -1.73 | -0.03 |
| Standard Deviation(%) | NA | 2.78 | 5.56 | 4.91 | 6.17 | NA | NA | … | … | 2.32 | 2.84 | 8.21 | 4.17 | 3.03 | 4.34 | 5.71 | 4.63 | 4.31 | 8.34 | 10.93 | 5.28 |
| Draw Down(%) | NA | 1.95 | 8.31 | 8.31 | 25.36 | NA | NA | … | … | 0.12 | 1.95 | 5.92 | 6.92 | 2.74 | 5.45 | 3.44 | 3.33 | 3.25 | 10.16 | 22.95 | 3.59 |
| Yield(%) | 0.00 | 3.35 | 3.85 | 3.70 | 3.48 | 2.54 | 1.91 | … | … | 0.00 | 3.37 | 4.52 | 4.38 | 4.69 | 2.88 | 3.20 | 2.70 | 3.44 | 5.02 | 4.81 | 5.05 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| IANBX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS B) |
-2.00%
May 2007 – May 2010 |
1.28%
May 2007 – May 2012 |
1.70%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANBX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS B) |
12.52%
Feb 2009 – Feb 2012 |
8.20%
Feb 2009 – Feb 2014 |
2.11%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart