Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS C) | NA | -3.20% | 0.58% | 2.43% | 2.20% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANCX (INVESCO BALANCED-RISK RETIREMENT NOW 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 (%) | -9.02 | -3.20 | 0.58 | 2.43 | 2.20 | NA | NA | … | … | -8.23 | 5.21 | 8.62 | -4.27 | 5.27 | 6.16 | -3.66 | 2.66 | 0.57 | 5.38 | 5.31 | 7.45 | 13.69 | -18.15 | 2.59 |
| Sharpe Ratio | NA | -0.27 | -0.05 | 0.24 | 0.30 | NA | NA | … | … | -1.82 | 0.65 | 2.21 | -1.44 | 1.67 | 0.72 | -0.89 | 0.88 | 0.12 | 0.93 | 1.11 | 1.67 | 1.65 | -1.75 | -0.03 |
| Standard Deviation(%) | NA | 12.18 | 7.60 | 7.05 | 5.92 | NA | NA | … | … | 26.96 | 7.62 | 3.26 | 3.89 | 2.79 | 8.21 | 4.15 | 3.02 | 4.40 | 5.78 | 4.77 | 4.42 | 8.24 | 10.86 | 5.30 |
| Draw Down(%) | NA | 11.89 | 12.56 | 12.56 | 12.56 | NA | NA | … | … | 9.47 | 12.56 | 1.62 | 5.70 | 1.95 | 5.92 | 6.91 | 2.74 | 5.34 | 3.55 | 3.33 | 3.13 | 10.16 | 23.05 | 3.59 |
| Yield(%) | 0.00 | 2.50 | 3.56 | 3.78 | 3.57 | 3.11 | 2.33 | … | … | 0.00 | 2.49 | 5.73 | 2.83 | 3.37 | 4.52 | 4.38 | 4.70 | 2.89 | 3.20 | 2.70 | 3.36 | 5.02 | 4.81 | 5.05 |
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 |
|---|---|---|---|---|
| IANCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS C) |
-2.06%
May 2007 – May 2010 |
0.39%
Mar 2015 – Mar 2020 |
1.71%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS C) |
12.59%
Feb 2009 – Feb 2012 |
8.22%
Feb 2009 – Feb 2014 |
4.84%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart