Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTGX (Invesco Peak Retirement 2020 Fund Class A) | NA | 500,730.47% | 1,685.94% | 474.45% | 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 |
|---|---|---|
| PKTGX (Invesco Peak Retirement 2020 Fund Class A) | 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 | 500,730.47 | 1,685.94 | 474.45 | NA | NA | NA | … | … | 0.19 | -6.70 | 5.71 | 7.13 | 9.88 | -3.52 |
| Sharpe Ratio | NA | -0.50 | 0.20 | 0.29 | NA | NA | NA | … | … | -1.84 | -0.64 | 0.97 | 0.50 | 0.98 | -1.04 |
| Standard Deviation(%) | NA | 12.43 | 11.22 | 9.09 | NA | NA | NA | … | … | 0.50 | 12.58 | 5.87 | 13.78 | 8.60 | 4.70 |
| Draw Down(%) | NA | 15.82 | 19.14 | 19.14 | NA | NA | NA | … | … | 0.02 | 17.51 | 4.22 | 19.14 | 5.71 | 6.56 |
| Yield(%) | 0.00 | 89.34 | 34.01 | 22.31 | 11.15 | 7.44 | 5.58 | … | … | 100.19 | 5.25 | 2.82 | 2.18 | 3.37 | 2.57 |
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 |
|---|---|---|---|---|
| PKTGX (Invesco Peak Retirement 2020 Fund Class A) |
-0.27%
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 |
|---|---|---|---|---|
| PKTGX (Invesco Peak Retirement 2020 Fund Class A) |
1,687.09%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart