Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKUX (Invesco Peak Retirement 2030 Fund Class Y) | NA | -255,194.98% | 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 |
|---|---|---|
| PKKUX (Invesco Peak Retirement 2030 Fund Class Y) | 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 | -255,194.98 | nan | nan | NA | NA | NA | … | … | -1.90 | -11.58 | 7.79 | 10.48 | 13.22 | -5.18 |
| Sharpe Ratio | NA | -0.81 | 0.12 | 0.21 | NA | NA | NA | … | … | -3.11 | -0.88 | 0.93 | 0.67 | 1.36 | -0.90 |
| Standard Deviation(%) | NA | 14.58 | 13.21 | 11.02 | NA | NA | NA | … | … | 7.34 | 14.79 | 8.35 | 15.33 | 8.70 | 7.29 |
| Draw Down(%) | NA | 17.83 | 21.52 | 21.52 | NA | NA | NA | … | … | 2.13 | 20.70 | 5.38 | 20.13 | 4.87 | 9.85 |
| Yield(%) | 0.00 | 85.42 | 33.94 | 22.34 | 11.22 | 7.48 | 5.61 | … | … | 98.10 | 4.09 | 3.18 | 2.01 | 3.05 | 2.11 |
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 |
|---|---|---|---|---|
| PKKUX (Invesco Peak Retirement 2030 Fund Class Y) |
0.60%
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 |
|---|---|---|---|---|
| PKKUX (Invesco Peak Retirement 2030 Fund Class Y) |
12.71%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart