Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRTX (Invesco Peak Retirement 2050 Fund Class C) | NA | 156,468.88% | 1,143.70% | 361.41% | 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 |
|---|---|---|
| PKRTX (Invesco Peak Retirement 2050 Fund Class C) | 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 | 156,468.88 | 1,143.70 | 361.41 | NA | NA | NA | … | … | 0.84 | -16.01 | 14.50 | 10.31 | 17.86 | -8.82 |
| Sharpe Ratio | NA | -0.65 | 0.13 | 0.15 | NA | NA | NA | … | … | 3.28 | -0.86 | 1.16 | 0.38 | 1.43 | -0.84 |
| Standard Deviation(%) | NA | 19.68 | 20.47 | 17.30 | NA | NA | NA | … | … | 2.12 | 20.22 | 12.48 | 26.45 | 11.49 | 12.06 |
| Draw Down(%) | NA | 21.37 | 30.21 | 30.41 | NA | NA | NA | … | … | 0.10 | 24.87 | 5.89 | 30.41 | 5.55 | 16.23 |
| Yield(%) | 0.00 | 84.65 | 34.74 | 22.56 | 11.40 | 7.60 | 5.70 | … | … | 100.19 | 3.22 | 0.80 | 1.15 | 3.62 | 1.57 |
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 |
|---|---|---|---|---|
| PKRTX (Invesco Peak Retirement 2050 Fund Class C) |
0.58%
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 |
|---|---|---|---|---|
| PKRTX (Invesco Peak Retirement 2050 Fund Class C) |
1,146.08%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart