Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKHX (Invesco Peak Retirement 2040 Fund Class C) | NA | 488,936.92% | 1,709.75% | 476.03% | NA | NA | NA | … | … |
Data as of 02/02/2023, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKKHX (Invesco Peak Retirement 2040 Fund Class C) | 01/02/2018 | 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 | 488,936.92 | 1,709.75 | 476.03 | NA | NA | NA | … | … | 1.22 | -16.01 | 11.06 | 11.06 | 15.10 | -8.46 |
| Sharpe Ratio | NA | -0.73 | 0.12 | 0.14 | NA | NA | NA | … | … | 3.06 | -0.98 | 1.01 | 0.52 | 1.33 | -0.95 |
| Standard Deviation(%) | NA | 17.35 | 17.03 | 14.44 | NA | NA | NA | … | … | 3.82 | 17.82 | 10.90 | 20.89 | 10.30 | 10.40 |
| Draw Down(%) | NA | 20.41 | 25.02 | 25.02 | NA | NA | NA | … | … | 0.02 | 23.78 | 5.38 | 25.02 | 4.72 | 14.73 |
| Yield(%) | 0.00 | 84.97 | 34.50 | 22.08 | 11.13 | 7.42 | 5.56 | … | … | 100.14 | 2.71 | 2.28 | 1.18 | 3.00 | 1.23 |
Data as of 02/02/2023, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKKHX (Invesco Peak Retirement 2040 Fund Class C) |
0.40%
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 |
|---|---|---|---|---|
| PKKHX (Invesco Peak Retirement 2040 Fund Class C) |
1,712.09%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart