Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKAX (Invesco Peak Retirement 2045 Fund Class A) | NA | 859,903.88% | 2,100.27% | 550.95% | NA | NA | NA | … | … |
Data as of 02/02/2023, Common starting date is 01/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKKAX (Invesco Peak Retirement 2045 Fund Class A) | 01/03/2018 | 02/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 859,903.88 | 2,100.27 | 550.95 | NA | NA | NA | … | … | -0.83 | -14.54 | 8.59 | 10.80 | 17.67 | -7.89 |
| Sharpe Ratio | NA | -0.67 | 0.14 | 0.18 | NA | NA | NA | … | … | -3.46 | -0.81 | 0.67 | 0.43 | 1.52 | -0.83 |
| Standard Deviation(%) | NA | 19.23 | 19.43 | 16.36 | NA | NA | NA | … | … | 3.54 | 19.73 | 12.84 | 24.63 | 10.72 | 11.18 |
| Draw Down(%) | NA | 20.81 | 28.47 | 28.66 | NA | NA | NA | … | … | 1.03 | 24.13 | 9.50 | 28.66 | 5.35 | 14.83 |
| Yield(%) | 0.00 | 84.36 | 35.31 | 23.10 | 11.67 | 7.78 | 5.83 | … | … | 99.17 | 3.91 | 6.97 | 1.48 | 3.47 | 2.09 |
Data as of 02/02/2023, Common starting date is 01/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKKAX (Invesco Peak Retirement 2045 Fund Class A) |
1.11%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKKAX (Invesco Peak Retirement 2045 Fund Class A) |
2,103.77%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart