Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRSX (Invesco Peak Retirement 2050 Fund Class A) | NA | 419,346.74% | 1,635.98% | 465.29% | 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 |
|---|---|---|
| PKRSX (Invesco Peak Retirement 2050 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 | 419,346.74 | 1,635.98 | 465.29 | NA | NA | NA | … | … | -0.50 | -14.44 | 14.65 | 11.19 | 18.07 | -8.04 |
| Sharpe Ratio | NA | -0.62 | 0.16 | 0.19 | NA | NA | NA | … | … | -3.72 | -0.77 | 1.17 | 0.41 | 1.37 | -0.78 |
| Standard Deviation(%) | NA | 20.00 | 20.62 | 17.41 | NA | NA | NA | … | … | 2.36 | 20.55 | 12.48 | 26.53 | 12.16 | 12.01 |
| Draw Down(%) | NA | 20.98 | 30.12 | 30.31 | NA | NA | NA | … | … | 0.69 | 24.44 | 5.85 | 30.31 | 6.38 | 15.60 |
| Yield(%) | 0.00 | 84.70 | 35.34 | 23.25 | 11.77 | 7.84 | 5.88 | … | … | 99.50 | 3.99 | 1.50 | 1.54 | 4.18 | 1.74 |
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 |
|---|---|---|---|---|
| PKRSX (Invesco Peak Retirement 2050 Fund Class A) |
1.33%
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 |
|---|---|---|---|---|
| PKRSX (Invesco Peak Retirement 2050 Fund Class A) |
1,639.28%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart