Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRIX (Invesco Peak Retirement 2060 Fund) | NA | -430,839.95% | 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 |
|---|---|---|
| PKRIX (Invesco Peak Retirement 2060 Fund) | 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 | -430,839.95 | nan | nan | NA | NA | NA | … | … | 1.22 | -14.90 | 15.35 | 11.23 | 19.76 | -8.65 |
| Sharpe Ratio | NA | -0.57 | 0.18 | 0.20 | NA | NA | NA | … | … | 3.46 | -0.79 | 1.22 | 0.36 | 1.38 | -0.75 |
| Standard Deviation(%) | NA | 20.05 | 22.29 | 18.89 | NA | NA | NA | … | … | 3.39 | 20.59 | 12.56 | 30.30 | 13.25 | 13.34 |
| Draw Down(%) | NA | 21.14 | 33.49 | 33.79 | NA | NA | NA | … | … | 0.00 | 24.56 | 5.86 | 33.79 | 6.91 | 16.97 |
| Yield(%) | 0.00 | 85.38 | 35.96 | 23.74 | 12.05 | 8.03 | 6.02 | … | … | 100.19 | 3.47 | 1.53 | 1.42 | 4.62 | 2.22 |
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 |
|---|---|---|---|---|
| PKRIX (Invesco Peak Retirement 2060 Fund) |
1.74%
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 |
|---|---|---|---|---|
| PKRIX (Invesco Peak Retirement 2060 Fund) |
17.63%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart