Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKVX (Invesco Peak Retirement 2030 Fund Class R) | NA | 207,426.60% | 1,244.48% | 381.98% | 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 |
|---|---|---|
| PKKVX (Invesco Peak Retirement 2030 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 | 207,426.60 | 1,244.48 | 381.98 | NA | NA | NA | … | … | -1.88 | -12.83 | 7.77 | 9.90 | 12.94 | -7.48 |
| Sharpe Ratio | NA | -0.91 | 0.06 | 0.11 | NA | NA | NA | … | … | -3.07 | -0.99 | 0.95 | 0.63 | 1.35 | -1.14 |
| Standard Deviation(%) | NA | 14.27 | 13.02 | 10.95 | NA | NA | NA | … | … | 7.41 | 14.48 | 8.18 | 15.20 | 8.50 | 7.73 |
| Draw Down(%) | NA | 18.10 | 21.89 | 21.89 | NA | NA | NA | … | … | 2.15 | 21.05 | 5.06 | 20.15 | 4.64 | 11.95 |
| Yield(%) | 0.00 | 85.02 | 33.40 | 21.45 | 10.77 | 7.18 | 5.38 | … | … | 98.12 | 3.45 | 2.75 | 1.77 | 2.84 | 0.02 |
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 |
|---|---|---|---|---|
| PKKVX (Invesco Peak Retirement 2030 Fund Class R) |
0.02%
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 |
|---|---|---|---|---|
| PKKVX (Invesco Peak Retirement 2030 Fund Class R) |
1,245.76%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart