Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRRX (Invesco Peak Retirement 2055 Fund Class R6) | NA | 174,995.52% | 1,206.30% | 376.99% | 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 |
|---|---|---|
| PKRRX (Invesco Peak Retirement 2055 Fund Class R6) | 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 | 174,995.52 | 1,206.30 | 376.99 | NA | NA | NA | … | … | 1.11 | -14.13 | 13.84 | 12.96 | 18.24 | -8.41 |
| Sharpe Ratio | NA | -0.53 | 0.22 | 0.23 | NA | NA | NA | … | … | 3.47 | -0.75 | 1.09 | 0.46 | 1.22 | -0.76 |
| Standard Deviation(%) | NA | 20.23 | 21.28 | 18.06 | NA | NA | NA | … | … | 2.97 | 20.77 | 12.63 | 27.84 | 13.76 | 12.91 |
| Draw Down(%) | NA | 21.01 | 31.02 | 31.28 | NA | NA | NA | … | … | 0.10 | 24.46 | 6.05 | 31.28 | 7.95 | 16.48 |
| Yield(%) | 0.00 | 85.59 | 36.50 | 24.03 | 12.18 | 8.12 | 6.09 | … | … | 100.18 | 3.97 | 2.70 | 1.56 | 5.23 | 2.17 |
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 |
|---|---|---|---|---|
| PKRRX (Invesco Peak Retirement 2055 Fund Class R6) |
2.11%
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 |
|---|---|---|---|---|
| PKRRX (Invesco Peak Retirement 2055 Fund Class R6) |
1,208.80%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart