Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANFX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R6) | NA | -1.49% | 2.08% | 3.71% | NA | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANFX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.38 | -1.49 | 2.08 | 3.71 | NA | NA | NA | … | … | -7.42 | 6.29 | 10.56 | -3.36 | 6.40 | 6.85 | -2.63 | 3.62 | 1.63 | 0.20 |
| Sharpe Ratio | NA | -0.14 | 0.16 | 0.43 | NA | NA | NA | … | … | -1.82 | 0.78 | 2.71 | -1.21 | 2.08 | 0.82 | -0.64 | 1.18 | 0.37 | 0.08 |
| Standard Deviation(%) | NA | 11.70 | 7.36 | 6.85 | NA | NA | NA | … | … | 25.02 | 7.69 | 3.38 | 3.85 | 2.78 | 8.07 | 4.15 | 3.06 | 4.37 | 9.31 |
| Draw Down(%) | NA | 11.75 | 12.38 | 12.38 | NA | NA | NA | … | … | 8.80 | 12.38 | 1.53 | 5.06 | 1.75 | 5.69 | 6.26 | 2.67 | 5.35 | 3.08 |
| Yield(%) | 0.00 | 2.66 | 4.01 | 4.23 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 2.65 | 6.79 | 2.95 | 3.59 | 5.01 | 4.84 | 4.94 | 3.14 | 3.28 |
Data as of 02/18/2021, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANFX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R6) |
0.34%
Jan 2013 – Jan 2016 |
1.53%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANFX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R6) |
4.75%
Mar 2016 – Mar 2019 |
5.37%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart