Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKLX (Invesco Peak Retirement 2040 Fund) | NA | -351,471.81% | 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 |
|---|---|---|
| PKKLX (Invesco Peak Retirement 2040 Fund) | 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 | -351,471.81 | nan | nan | NA | NA | NA | … | … | 1.40 | -14.04 | 11.35 | 12.06 | 13.12 | -6.45 |
| Sharpe Ratio | NA | -0.59 | 0.21 | 0.23 | NA | NA | NA | … | … | 3.58 | -0.85 | 1.03 | 0.57 | 1.26 | -0.62 |
| Standard Deviation(%) | NA | 17.72 | 17.12 | 14.50 | NA | NA | NA | … | … | 3.92 | 18.17 | 10.96 | 20.84 | 9.31 | 12.65 |
| Draw Down(%) | NA | 19.92 | 24.91 | 24.98 | NA | NA | NA | … | … | 0.00 | 23.26 | 6.00 | 24.98 | 5.39 | 17.10 |
| Yield(%) | 0.00 | 85.86 | 35.58 | 23.15 | 11.68 | 7.79 | 5.84 | … | … | 100.15 | 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 |
|---|---|---|---|---|
| PKKLX (Invesco Peak Retirement 2040 Fund) |
1.42%
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 |
|---|---|---|---|---|
| PKKLX (Invesco Peak Retirement 2040 Fund) |
15.43%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart