Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKKX (Invesco Peak Retirement 2040 Fund Class R5) | NA | 537,085.90% | 1,779.27% | 491.59% | 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 |
|---|---|---|
| PKKKX (Invesco Peak Retirement 2040 Fund Class R5) | 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 | 537,085.90 | 1,779.27 | 491.59 | NA | NA | NA | … | … | 1.35 | -13.97 | 11.26 | 12.06 | 15.84 | -7.42 |
| Sharpe Ratio | NA | -0.59 | 0.21 | 0.23 | NA | NA | NA | … | … | 3.42 | -0.84 | 1.02 | 0.56 | 1.33 | -0.85 |
| Standard Deviation(%) | NA | 17.82 | 17.17 | 14.52 | NA | NA | NA | … | … | 3.93 | 18.26 | 10.99 | 20.86 | 10.85 | 10.33 |
| Draw Down(%) | NA | 19.85 | 24.88 | 24.88 | NA | NA | NA | … | … | 0.02 | 23.20 | 5.93 | 24.88 | 5.39 | 13.84 |
| Yield(%) | 0.00 | 85.83 | 35.57 | 23.15 | 11.68 | 7.78 | 5.84 | … | … | 100.21 | 3.76 | 3.16 | 1.69 | 3.44 | 2.06 |
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 |
|---|---|---|---|---|
| PKKKX (Invesco Peak Retirement 2040 Fund Class R5) |
1.38%
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 |
|---|---|---|---|---|
| PKKKX (Invesco Peak Retirement 2040 Fund Class R5) |
1,781.67%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart