Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRHX (Invesco Peak Retirement 2060 Fund Class C) | NA | -246,621.25% | 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 |
|---|---|---|
| PKRHX (Invesco Peak Retirement 2060 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 | -246,621.25 | nan | nan | NA | NA | NA | … | … | 1.16 | -16.82 | 15.05 | 10.15 | 19.01 | -9.66 |
| Sharpe Ratio | NA | -0.68 | 0.11 | 0.13 | NA | NA | NA | … | … | 3.17 | -0.90 | 1.20 | 0.33 | 1.39 | -0.82 |
| Standard Deviation(%) | NA | 19.77 | 22.18 | 18.81 | NA | NA | NA | … | … | 3.45 | 20.30 | 12.55 | 30.25 | 12.69 | 13.41 |
| Draw Down(%) | NA | 21.66 | 33.55 | 33.92 | NA | NA | NA | … | … | 0.00 | 25.11 | 5.92 | 33.92 | 6.27 | 17.82 |
| Yield(%) | 0.00 | 84.56 | 34.85 | 22.62 | 11.47 | 7.65 | 5.73 | … | … | 100.11 | 2.54 | 0.66 | 0.93 | 4.17 | 1.42 |
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 |
|---|---|---|---|---|
| PKRHX (Invesco Peak Retirement 2060 Fund Class C) |
0.74%
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 |
|---|---|---|---|---|
| PKRHX (Invesco Peak Retirement 2060 Fund Class C) |
16.47%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart