Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKDX (Invesco Peak Retirement 2045 Fund Class R) | NA | -944,668.55% | nan% | nan% | 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 |
|---|---|---|
| PKKDX (Invesco Peak Retirement 2045 Fund Class R) | 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 | -944,668.55 | nan | nan | NA | NA | NA | … | … | -0.81 | -15.05 | 8.46 | 10.57 | 17.35 | -8.08 |
| Sharpe Ratio | NA | -0.70 | 0.12 | 0.16 | NA | NA | NA | … | … | -3.40 | -0.84 | 0.66 | 0.42 | 1.50 | -0.85 |
| Standard Deviation(%) | NA | 19.11 | 19.36 | 16.30 | NA | NA | NA | … | … | 3.56 | 19.61 | 12.76 | 24.55 | 10.60 | 11.19 |
| Draw Down(%) | NA | 20.93 | 28.45 | 28.58 | NA | NA | NA | … | … | 1.03 | 24.26 | 9.28 | 28.58 | 5.19 | 15.01 |
| Yield(%) | 0.00 | 84.10 | 35.01 | 22.81 | 11.52 | 7.68 | 5.76 | … | … | 99.19 | 3.66 | 6.77 | 1.31 | 3.36 | 2.00 |
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 |
|---|---|---|---|---|
| PKKDX (Invesco Peak Retirement 2045 Fund Class R) |
0.86%
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 |
|---|---|---|---|---|
| PKKDX (Invesco Peak Retirement 2045 Fund Class R) |
15.67%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart