Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTEX (Invesco Peak Retirement 2025 Fund) | NA | -2,888,158.52% | 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 |
|---|---|---|
| PKTEX (Invesco Peak Retirement 2025 Fund) | 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 | -2,888,158.52 | nan | nan | NA | NA | NA | … | … | -1.78 | -8.41 | 6.21 | 10.13 | 11.60 | -3.92 |
| Sharpe Ratio | NA | -0.63 | 0.18 | 0.28 | NA | NA | NA | … | … | -3.17 | -0.69 | 0.87 | 0.78 | 1.34 | -0.92 |
| Standard Deviation(%) | NA | 14.24 | 11.75 | 9.64 | NA | NA | NA | … | … | 6.86 | 14.35 | 7.11 | 12.66 | 7.57 | 5.70 |
| Draw Down(%) | NA | 16.95 | 20.12 | 20.12 | NA | NA | NA | … | … | 1.99 | 19.38 | 5.44 | 17.65 | 4.58 | 7.61 |
| Yield(%) | 0.00 | 86.27 | 33.79 | 22.33 | 11.19 | 7.46 | 5.59 | … | … | 98.22 | 5.64 | 3.57 | 2.56 | 2.74 | 2.36 |
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 |
|---|---|---|---|---|
| PKTEX (Invesco Peak Retirement 2025 Fund) |
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 |
|---|---|---|---|---|
| PKTEX (Invesco Peak Retirement 2025 Fund) |
11.49%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart