Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANYX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS Y) | NA | -1.61% | 1.84% | 3.58% | 3.28% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANYX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.49 | -1.61 | 1.84 | 3.58 | 3.28 | NA | NA | … | … | -7.53 | 6.28 | 9.78 | -3.36 | 6.52 | 6.85 | -2.63 | 3.62 | 1.52 | 6.58 | 6.31 | 8.61 | 14.82 | 0.40 |
| Sharpe Ratio | NA | -0.15 | 0.12 | 0.41 | 0.50 | NA | NA | … | … | -1.82 | 0.79 | 2.64 | -1.21 | 2.06 | 0.83 | -0.64 | 1.20 | 0.34 | 1.15 | 1.36 | 1.91 | 1.79 | 0.10 |
| Standard Deviation(%) | NA | 11.72 | 7.35 | 6.84 | 5.78 | NA | NA | … | … | 25.33 | 7.62 | 3.17 | 3.88 | 2.86 | 8.00 | 4.18 | 3.01 | 4.37 | 5.72 | 4.63 | 4.46 | 8.21 | 17.12 |
| Draw Down(%) | NA | 11.74 | 12.26 | 12.26 | 12.26 | NA | NA | … | … | 8.90 | 12.26 | 1.64 | 5.07 | 1.87 | 5.69 | 6.26 | 2.67 | 5.25 | 3.29 | 3.30 | 3.02 | 9.91 | 8.68 |
| Yield(%) | 0.00 | 2.66 | 3.78 | 4.09 | 3.99 | 3.77 | 2.83 | … | … | 0.00 | 2.64 | 6.04 | 2.95 | 3.59 | 5.01 | 4.84 | 4.94 | 3.14 | 3.72 | 3.22 | 3.99 | 6.06 | 1.82 |
Data as of 02/18/2021, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANYX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS Y) |
0.34%
Jan 2013 – Jan 2016 |
1.36%
Mar 2015 – Mar 2020 |
3.39%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANYX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS Y) |
13.74%
Feb 2009 – Feb 2012 |
9.31%
Feb 2009 – Feb 2014 |
5.88%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart