Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRMX (Invesco Peak Retirement 2055 Fund Class A) | NA | 2,342,514.90% | 2,995.88% | 699.70% | 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 |
|---|---|---|
| PKRMX (Invesco Peak Retirement 2055 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 | 2,342,514.90 | 2,995.88 | 699.70 | NA | NA | NA | … | … | 1.16 | -14.63 | 13.80 | 12.66 | 18.02 | -8.60 |
| Sharpe Ratio | NA | -0.55 | 0.20 | 0.21 | NA | NA | NA | … | … | 3.35 | -0.77 | 1.10 | 0.44 | 1.22 | -0.77 |
| Standard Deviation(%) | NA | 20.25 | 21.32 | 18.10 | NA | NA | NA | … | … | 3.27 | 20.79 | 12.57 | 27.93 | 13.61 | 12.96 |
| Draw Down(%) | NA | 21.09 | 31.02 | 31.27 | NA | NA | NA | … | … | 0.00 | 24.55 | 5.87 | 31.27 | 7.79 | 16.75 |
| Yield(%) | 0.00 | 85.40 | 36.23 | 23.76 | 12.05 | 8.03 | 6.02 | … | … | 100.23 | 3.75 | 2.49 | 1.42 | 5.12 | 1.98 |
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 |
|---|---|---|---|---|
| PKRMX (Invesco Peak Retirement 2055 Fund Class A) |
1.87%
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 |
|---|---|---|---|---|
| PKRMX (Invesco Peak Retirement 2055 Fund Class A) |
3,001.81%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart