Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKPX (Invesco Peak Retirement 2035 Fund Class R) | NA | -1,747,188.64% | 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 |
|---|---|---|
| PKKPX (Invesco Peak Retirement 2035 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 | -1,747,188.64 | nan | nan | NA | NA | NA | … | … | -1.29 | -14.23 | 10.00 | 11.47 | 14.76 | -6.86 |
| Sharpe Ratio | NA | -0.87 | 0.11 | 0.16 | NA | NA | NA | … | … | -3.30 | -0.98 | 1.05 | 0.65 | 1.47 | -0.92 |
| Standard Deviation(%) | NA | 15.56 | 14.61 | 12.38 | NA | NA | NA | … | … | 5.14 | 15.91 | 9.50 | 17.25 | 9.08 | 8.94 |
| Draw Down(%) | NA | 19.00 | 23.02 | 23.02 | NA | NA | NA | … | … | 1.49 | 22.13 | 4.75 | 21.35 | 4.32 | 12.28 |
| Yield(%) | 0.00 | 84.79 | 34.26 | 22.25 | 11.20 | 7.47 | 5.60 | … | … | 98.71 | 3.10 | 2.17 | 1.91 | 2.72 | 2.03 |
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 |
|---|---|---|---|---|
| PKKPX (Invesco Peak Retirement 2035 Fund Class R) |
0.80%
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 |
|---|---|---|---|---|
| PKKPX (Invesco Peak Retirement 2035 Fund Class R) |
13.84%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart