Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKRUX (Invesco Peak Retirement 2050 Fund Class Y) | NA | 163,547.41% | 1,170.64% | 369.21% | 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 |
|---|---|---|
| PKRUX (Invesco Peak Retirement 2050 Fund Class Y) | 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 | 163,547.41 | 1,170.64 | 369.21 | NA | NA | NA | … | … | -0.44 | -13.96 | 14.67 | 11.49 | 18.28 | -7.87 |
| Sharpe Ratio | NA | -0.59 | 0.17 | 0.21 | NA | NA | NA | … | … | -3.36 | -0.75 | 1.17 | 0.42 | 1.37 | -0.77 |
| Standard Deviation(%) | NA | 20.13 | 20.68 | 17.46 | NA | NA | NA | … | … | 2.40 | 20.67 | 12.49 | 26.59 | 12.27 | 12.06 |
| Draw Down(%) | NA | 20.87 | 30.10 | 30.29 | NA | NA | NA | … | … | 0.67 | 24.26 | 5.88 | 30.29 | 6.57 | 15.42 |
| Yield(%) | 0.00 | 84.93 | 35.63 | 23.54 | 11.91 | 7.94 | 5.96 | … | … | 99.47 | 4.23 | 1.72 | 1.69 | 4.33 | 1.81 |
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 |
|---|---|---|---|---|
| PKRUX (Invesco Peak Retirement 2050 Fund Class Y) |
1.58%
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 |
|---|---|---|---|---|
| PKRUX (Invesco Peak Retirement 2050 Fund Class Y) |
1,173.04%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart