Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTBX (Invesco Peak Retirement 2025 Fund Class C) | NA | -309,824.97% | nan% | nan% | 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 |
|---|---|---|
| PKTBX (Invesco Peak Retirement 2025 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 | -309,824.97 | nan | nan | NA | NA | NA | … | … | 2.21 | -11.17 | 6.03 | 9.15 | 10.80 | -4.92 |
| Sharpe Ratio | NA | -0.61 | 0.16 | 0.23 | NA | NA | NA | … | … | 3.65 | -0.95 | 0.88 | 0.70 | 1.35 | -1.09 |
| Standard Deviation(%) | NA | 13.21 | 11.36 | 9.36 | NA | NA | NA | … | … | 6.92 | 13.31 | 6.85 | 12.73 | 6.94 | 5.75 |
| Draw Down(%) | NA | 17.60 | 20.91 | 20.91 | NA | NA | NA | … | … | 0.00 | 20.12 | 4.75 | 17.77 | 3.98 | 8.48 |
| Yield(%) | 0.00 | 87.04 | 33.40 | 21.67 | 10.84 | 7.23 | 5.42 | … | … | 100.18 | 4.19 | 2.66 | 1.99 | 2.41 | 1.77 |
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 |
|---|---|---|---|---|
| PKTBX (Invesco Peak Retirement 2025 Fund Class C) |
-0.67%
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 |
|---|---|---|---|---|
| PKTBX (Invesco Peak Retirement 2025 Fund Class C) |
10.45%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart