Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANIX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R5) | NA | -1.49% | 1.84% | 3.56% | 3.28% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANIX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R5) | 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 (%) | -8.38 | -1.49 | 1.84 | 3.56 | 3.28 | NA | NA | … | … | -7.42 | 6.29 | 9.79 | -3.36 | 6.40 | 6.85 | -2.63 | 3.62 | 1.63 | 6.46 | 6.43 | 8.56 | 14.82 | -17.23 | 3.54 |
| Sharpe Ratio | NA | -0.14 | 0.12 | 0.41 | 0.50 | NA | NA | … | … | -1.82 | 0.78 | 2.60 | -1.22 | 2.07 | 0.82 | -0.64 | 1.19 | 0.36 | 1.14 | 1.38 | 1.88 | 1.79 | -1.65 | 0.17 |
| Standard Deviation(%) | NA | 11.69 | 7.33 | 6.84 | 5.78 | NA | NA | … | … | 25.02 | 7.68 | 3.22 | 3.85 | 2.79 | 8.09 | 4.13 | 3.03 | 4.41 | 5.67 | 4.65 | 4.52 | 8.22 | 10.96 | 5.35 |
| Draw Down(%) | NA | 11.75 | 12.28 | 12.28 | 12.28 | NA | NA | … | … | 8.80 | 12.28 | 1.53 | 5.06 | 1.75 | 5.69 | 6.26 | 2.67 | 5.35 | 3.18 | 3.30 | 3.13 | 9.91 | 22.30 | 3.59 |
| Yield(%) | 0.00 | 2.66 | 3.78 | 4.08 | 3.99 | 3.58 | 2.69 | … | … | 0.00 | 2.65 | 6.04 | 2.95 | 3.59 | 5.01 | 4.84 | 4.94 | 3.14 | 3.72 | 3.22 | 4.06 | 6.06 | 5.73 | 6.08 |
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 |
|---|---|---|---|---|
| IANIX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R5) |
-1.00%
May 2007 – May 2010 |
1.39%
Mar 2015 – Mar 2020 |
2.73%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANIX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R5) |
13.72%
Feb 2009 – Feb 2012 |
9.32%
Feb 2009 – Feb 2014 |
5.87%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart