Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKJX (Invesco Peak Retirement 2040 Fund Class R) | NA | -255,380.52% | nan% | nan% | 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 |
|---|---|---|
| PKKJX (Invesco Peak Retirement 2040 Fund Class R) | 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 | -255,380.52 | nan | nan | NA | NA | NA | … | … | 1.34 | -15.09 | 11.20 | 11.40 | 15.43 | -7.97 |
| Sharpe Ratio | NA | -0.67 | 0.16 | 0.18 | NA | NA | NA | … | … | 3.59 | -0.92 | 1.02 | 0.53 | 1.32 | -0.90 |
| Standard Deviation(%) | NA | 17.56 | 17.09 | 14.47 | NA | NA | NA | … | … | 3.69 | 18.03 | 10.94 | 20.88 | 10.58 | 10.33 |
| Draw Down(%) | NA | 20.15 | 24.95 | 24.95 | NA | NA | NA | … | … | 0.00 | 23.52 | 5.64 | 24.95 | 5.09 | 14.35 |
| Yield(%) | 0.00 | 85.39 | 34.99 | 22.56 | 11.38 | 7.59 | 5.69 | … | … | 100.22 | 3.20 | 2.74 | 1.45 | 3.26 | 1.72 |
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 |
|---|---|---|---|---|
| PKKJX (Invesco Peak Retirement 2040 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 |
|---|---|---|---|---|
| PKKJX (Invesco Peak Retirement 2040 Fund Class R) |
14.82%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart