Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKSX (Invesco Peak Retirement 2030 Fund Class A) | NA | 408,999.46% | 1,588.86% | 455.31% | 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 |
|---|---|---|
| PKKSX (Invesco Peak Retirement 2030 Fund Class A) | 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 | 408,999.46 | 1,588.86 | 455.31 | NA | NA | NA | … | … | -1.86 | -12.20 | 7.83 | 10.11 | 13.26 | -5.48 |
| Sharpe Ratio | NA | -0.86 | 0.09 | 0.18 | NA | NA | NA | … | … | -3.21 | -0.94 | 0.94 | 0.65 | 1.38 | -0.92 |
| Standard Deviation(%) | NA | 14.35 | 13.07 | 10.94 | NA | NA | NA | … | … | 7.01 | 14.56 | 8.29 | 15.23 | 8.59 | 7.43 |
| Draw Down(%) | NA | 18.01 | 21.69 | 21.69 | NA | NA | NA | … | … | 2.06 | 20.88 | 5.18 | 20.19 | 4.70 | 10.04 |
| Yield(%) | 0.00 | 85.21 | 33.67 | 22.07 | 11.09 | 7.39 | 5.54 | … | … | 98.14 | 3.78 | 2.96 | 1.91 | 2.93 | 2.01 |
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 |
|---|---|---|---|---|
| PKKSX (Invesco Peak Retirement 2030 Fund Class A) |
0.33%
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 |
|---|---|---|---|---|
| PKKSX (Invesco Peak Retirement 2030 Fund Class A) |
1,590.47%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart