Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKBX (Invesco Peak Retirement 2045 Fund Class C) | NA | 315,111.94% | 1,466.36% | 429.25% | 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 |
|---|---|---|
| PKKBX (Invesco Peak Retirement 2045 Fund Class C) | 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 | 315,111.94 | 1,466.36 | 429.25 | NA | NA | NA | … | … | 1.20 | -16.06 | 8.36 | 10.06 | 17.11 | -8.73 |
| Sharpe Ratio | NA | -0.67 | 0.12 | 0.14 | NA | NA | NA | … | … | 3.03 | -0.90 | 0.66 | 0.40 | 1.50 | -0.90 |
| Standard Deviation(%) | NA | 18.93 | 19.29 | 16.27 | NA | NA | NA | … | … | 3.78 | 19.42 | 12.60 | 24.55 | 10.45 | 11.21 |
| Draw Down(%) | NA | 21.16 | 28.50 | 28.70 | NA | NA | NA | … | … | 0.03 | 24.58 | 9.02 | 28.70 | 4.92 | 15.52 |
| Yield(%) | 0.00 | 84.57 | 34.80 | 22.45 | 11.34 | 7.56 | 5.67 | … | … | 100.16 | 3.15 | 6.35 | 0.93 | 3.15 | 1.86 |
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 |
|---|---|---|---|---|
| PKKBX (Invesco Peak Retirement 2045 Fund Class C) |
0.36%
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 |
|---|---|---|---|---|
| PKKBX (Invesco Peak Retirement 2045 Fund Class C) |
1,468.88%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart