Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKKZX (Invesco Peak Retirement 2030 Fund Class R6) | NA | 156,162.78% | 1,127.48% | 358.99% | 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 |
|---|---|---|
| PKKZX (Invesco Peak Retirement 2030 Fund Class R6) | 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 | 156,162.78 | 1,127.48 | 358.99 | NA | NA | NA | … | … | 2.40 | -11.58 | 7.79 | 10.48 | 13.34 | -5.28 |
| Sharpe Ratio | NA | -0.54 | 0.23 | 0.29 | NA | NA | NA | … | … | 3.90 | -0.88 | 0.93 | 0.67 | 1.37 | -0.91 |
| Standard Deviation(%) | NA | 14.63 | 13.17 | 11.00 | NA | NA | NA | … | … | 7.20 | 14.82 | 8.31 | 15.26 | 8.72 | 7.32 |
| Draw Down(%) | NA | 17.83 | 21.52 | 21.52 | NA | NA | NA | … | … | 0.10 | 20.70 | 5.38 | 20.13 | 4.87 | 9.85 |
| Yield(%) | 0.00 | 87.16 | 34.59 | 22.75 | 11.43 | 7.62 | 5.72 | … | … | 100.21 | 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 |
|---|---|---|---|---|
| PKKZX (Invesco Peak Retirement 2030 Fund Class R6) |
0.57%
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 |
|---|---|---|---|---|
| PKKZX (Invesco Peak Retirement 2030 Fund Class R6) |
1,128.65%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart