Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKTX (Invesco Peak Retirement 2030 Fund Class C) | NA | 545,055.19% | 1,749.11% | 484.58% | 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 |
|---|---|---|
| PKKTX (Invesco Peak Retirement 2030 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 | 545,055.19 | 1,749.11 | 484.58 | NA | NA | NA | … | … | 2.30 | -13.88 | 7.63 | 9.46 | 12.63 | -6.24 |
| Sharpe Ratio | NA | -0.74 | 0.11 | 0.17 | NA | NA | NA | … | … | 3.59 | -1.08 | 0.93 | 0.60 | 1.38 | -1.02 |
| Standard Deviation(%) | NA | 13.98 | 12.92 | 10.83 | NA | NA | NA | … | … | 7.38 | 14.14 | 8.16 | 15.22 | 8.15 | 7.43 |
| Draw Down(%) | NA | 18.39 | 22.23 | 22.23 | NA | NA | NA | … | … | 0.02 | 21.29 | 4.71 | 20.15 | 4.21 | 10.68 |
| Yield(%) | 0.00 | 86.31 | 33.53 | 21.68 | 10.88 | 7.25 | 5.44 | … | … | 100.17 | 2.84 | 2.29 | 1.49 | 2.64 | 1.35 |
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 |
|---|---|---|---|---|
| PKKTX (Invesco Peak Retirement 2030 Fund Class C) |
-0.44%
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 |
|---|---|---|---|---|
| PKKTX (Invesco Peak Retirement 2030 Fund Class C) |
1,750.88%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart