Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTCX (Invesco Peak Retirement 2025 Fund Class Y) | NA | 273,576.13% | 1,372.76% | 412.45% | 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 |
|---|---|---|
| PKTCX (Invesco Peak Retirement 2025 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 | 273,576.13 | 1,372.76 | 412.45 | NA | NA | NA | … | … | 2.27 | -8.48 | 6.20 | 10.22 | 11.60 | -3.90 |
| Sharpe Ratio | NA | -0.36 | 0.30 | 0.37 | NA | NA | NA | … | … | 3.95 | -0.69 | 0.87 | 0.78 | 1.34 | -0.92 |
| Standard Deviation(%) | NA | 14.25 | 11.77 | 9.66 | NA | NA | NA | … | … | 6.61 | 14.36 | 7.10 | 12.73 | 7.59 | 5.69 |
| Draw Down(%) | NA | 16.94 | 20.10 | 20.10 | NA | NA | NA | … | … | 0.04 | 19.43 | 5.44 | 17.65 | 4.58 | 7.59 |
| Yield(%) | 0.00 | 87.89 | 34.42 | 22.73 | 11.39 | 7.59 | 5.69 | … | … | 100.18 | 5.64 | 3.56 | 2.56 | 2.74 | 2.38 |
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 |
|---|---|---|---|---|
| PKTCX (Invesco Peak Retirement 2025 Fund Class Y) |
0.33%
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 |
|---|---|---|---|---|
| PKTCX (Invesco Peak Retirement 2025 Fund Class Y) |
1,373.69%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart