Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKNX (Invesco Peak Retirement 2035 Fund Class C) | NA | 155,163.73% | 1,128.36% | 356.97% | 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 |
|---|---|---|
| PKKNX (Invesco Peak Retirement 2035 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 | 155,163.73 | 1,128.36 | 356.97 | NA | NA | NA | … | … | 1.68 | -15.24 | 10.06 | 10.86 | 14.33 | -7.36 |
| Sharpe Ratio | NA | -0.77 | 0.13 | 0.16 | NA | NA | NA | … | … | 3.70 | -1.06 | 1.06 | 0.61 | 1.48 | -0.98 |
| Standard Deviation(%) | NA | 15.37 | 14.55 | 12.34 | NA | NA | NA | … | … | 4.82 | 15.73 | 9.48 | 17.28 | 8.72 | 8.94 |
| Draw Down(%) | NA | 19.29 | 23.40 | 23.40 | NA | NA | NA | … | … | 0.10 | 22.43 | 4.56 | 21.43 | 3.97 | 12.77 |
| Yield(%) | 0.00 | 85.56 | 34.19 | 21.98 | 11.07 | 7.38 | 5.53 | … | … | 100.19 | 2.62 | 1.72 | 1.56 | 2.49 | 1.53 |
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 |
|---|---|---|---|---|
| PKKNX (Invesco Peak Retirement 2035 Fund Class C) |
0.32%
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 |
|---|---|---|---|---|
| PKKNX (Invesco Peak Retirement 2035 Fund Class C) |
1,129.93%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart