Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRJX (Invesco Peak Retirement 2060 Fund Class R) | NA | 619,106.36% | 1,875.74% | 510.20% | 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 |
|---|---|---|
| PKRJX (Invesco Peak Retirement 2060 Fund Class R) | 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 | 619,106.36 | 1,875.74 | 510.20 | NA | NA | NA | … | … | 1.20 | -15.88 | 15.23 | 10.55 | 19.33 | -9.18 |
| Sharpe Ratio | NA | -0.62 | 0.14 | 0.17 | NA | NA | NA | … | … | 3.02 | -0.85 | 1.20 | 0.34 | 1.37 | -0.80 |
| Standard Deviation(%) | NA | 19.95 | 22.21 | 18.82 | NA | NA | NA | … | … | 3.78 | 20.47 | 12.63 | 30.16 | 13.08 | 13.25 |
| Draw Down(%) | NA | 21.43 | 33.58 | 33.88 | NA | NA | NA | … | … | 0.10 | 24.87 | 5.86 | 33.88 | 6.64 | 17.37 |
| Yield(%) | 0.00 | 84.99 | 35.37 | 23.13 | 11.74 | 7.83 | 5.87 | … | … | 100.15 | 3.02 | 1.08 | 1.17 | 4.45 | 1.80 |
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 |
|---|---|---|---|---|
| PKRJX (Invesco Peak Retirement 2060 Fund Class R) |
1.21%
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 |
|---|---|---|---|---|
| PKRJX (Invesco Peak Retirement 2060 Fund Class R) |
1,879.51%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart