Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRBX (Invesco Peak Retirement 2065 Fund Class C) | NA | 331,393.04% | 1,511.55% | 438.59% | 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 |
|---|---|---|
| PKRBX (Invesco Peak Retirement 2065 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 | 331,393.04 | 1,511.55 | 438.59 | NA | NA | NA | … | … | -0.99 | -16.13 | 13.63 | 12.62 | 18.70 | -9.69 |
| Sharpe Ratio | NA | -0.73 | 0.13 | 0.14 | NA | NA | NA | … | … | -3.84 | -0.85 | 1.09 | 0.41 | 1.35 | -0.83 |
| Standard Deviation(%) | NA | 20.04 | 22.09 | 18.76 | NA | NA | NA | … | … | 3.63 | 20.58 | 12.52 | 29.85 | 12.76 | 13.35 |
| Draw Down(%) | NA | 21.67 | 32.84 | 33.15 | NA | NA | NA | … | … | 1.08 | 25.11 | 5.90 | 33.15 | 6.14 | 17.55 |
| Yield(%) | 0.00 | 83.59 | 35.35 | 22.84 | 11.58 | 7.72 | 5.79 | … | … | 99.01 | 3.15 | 2.00 | 1.28 | 4.08 | 1.49 |
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 |
|---|---|---|---|---|
| PKRBX (Invesco Peak Retirement 2065 Fund Class C) |
1.49%
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 |
|---|---|---|---|---|
| PKRBX (Invesco Peak Retirement 2065 Fund Class C) |
1,514.65%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart