Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKREX (Invesco Peak Retirement 2065 Fund Class R5) | NA | -257,358.99% | 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 |
|---|---|---|
| PKREX (Invesco Peak Retirement 2065 Fund Class R5) | 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 | -257,358.99 | nan | nan | NA | NA | NA | … | … | 1.34 | -14.28 | 14.01 | 13.80 | 19.18 | -8.72 |
| Sharpe Ratio | NA | -0.52 | 0.23 | 0.24 | NA | NA | NA | … | … | 3.56 | -0.75 | 1.11 | 0.45 | 1.31 | -0.76 |
| Standard Deviation(%) | NA | 20.36 | 22.15 | 18.80 | NA | NA | NA | … | … | 3.74 | 20.88 | 12.57 | 29.77 | 13.59 | 13.34 |
| Draw Down(%) | NA | 21.10 | 32.72 | 33.03 | NA | NA | NA | … | … | 0.00 | 24.51 | 6.11 | 33.03 | 7.28 | 16.96 |
| Yield(%) | 0.00 | 85.31 | 36.84 | 24.21 | 12.29 | 8.19 | 6.14 | … | … | 100.25 | 4.07 | 2.78 | 1.71 | 4.86 | 2.06 |
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 |
|---|---|---|---|---|
| PKREX (Invesco Peak Retirement 2065 Fund Class R5) |
2.56%
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 |
|---|---|---|---|---|
| PKREX (Invesco Peak Retirement 2065 Fund Class R5) |
18.39%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart