Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKQX (Invesco Peak Retirement 2035 Fund Class R5) | NA | 918,283.47% | 2,135.64% | 557.24% | 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 |
|---|---|---|
| PKKQX (Invesco Peak Retirement 2035 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 | 918,283.47 | 2,135.64 | 557.24 | NA | NA | NA | … | … | 1.75 | -13.19 | 10.18 | 12.06 | 15.04 | -6.34 |
| Sharpe Ratio | NA | -0.62 | 0.23 | 0.26 | NA | NA | NA | … | … | 3.60 | -0.91 | 1.07 | 0.68 | 1.46 | -0.86 |
| Standard Deviation(%) | NA | 15.76 | 14.70 | 12.44 | NA | NA | NA | … | … | 5.24 | 16.11 | 9.50 | 17.31 | 9.35 | 8.90 |
| Draw Down(%) | NA | 18.73 | 22.67 | 22.67 | NA | NA | NA | … | … | 0.01 | 21.79 | 5.07 | 21.30 | 4.63 | 11.88 |
| Yield(%) | 0.00 | 86.46 | 35.25 | 23.07 | 11.63 | 7.75 | 5.81 | … | … | 100.21 | 3.60 | 2.56 | 2.27 | 2.91 | 2.25 |
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 |
|---|---|---|---|---|
| PKKQX (Invesco Peak Retirement 2035 Fund Class R5) |
1.32%
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 |
|---|---|---|---|---|
| PKKQX (Invesco Peak Retirement 2035 Fund Class R5) |
2,138.48%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart