Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRGX (Invesco Peak Retirement 2060 Fund Class A) | NA | 208,941.97% | 1,278.36% | 392.29% | 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 |
|---|---|---|
| PKRGX (Invesco Peak Retirement 2060 Fund Class A) | 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 | 208,941.97 | 1,278.36 | 392.29 | NA | NA | NA | … | … | -0.80 | -15.42 | 15.23 | 9.61 | 19.42 | -8.87 |
| Sharpe Ratio | NA | -0.68 | 0.13 | 0.16 | NA | NA | NA | … | … | -3.30 | -0.82 | 1.22 | 0.31 | 1.37 | -0.76 |
| Standard Deviation(%) | NA | 20.05 | 22.27 | 18.89 | NA | NA | NA | … | … | 3.63 | 20.58 | 12.51 | 30.32 | 13.11 | 13.42 |
| Draw Down(%) | NA | 21.24 | 33.55 | 33.85 | NA | NA | NA | … | … | 1.04 | 24.67 | 5.89 | 33.85 | 6.76 | 17.26 |
| Yield(%) | 0.00 | 84.33 | 35.32 | 23.24 | 11.79 | 7.86 | 5.90 | … | … | 99.20 | 3.25 | 1.31 | 1.32 | 4.52 | 2.01 |
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 |
|---|---|---|---|---|
| PKRGX (Invesco Peak Retirement 2060 Fund Class A) |
1.48%
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 |
|---|---|---|---|---|
| PKRGX (Invesco Peak Retirement 2060 Fund Class A) |
1,280.98%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart