Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTIX (Invesco Peak Retirement 2020 Fund Class Y) | NA | 186,033.58% | 1,186.74% | 372.36% | 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 |
|---|---|---|
| PKTIX (Invesco Peak Retirement 2020 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 | 186,033.58 | 1,186.74 | 372.36 | NA | NA | NA | … | … | 0.27 | -6.15 | 5.77 | 7.43 | 10.08 | -3.18 |
| Sharpe Ratio | NA | -0.44 | 0.23 | 0.33 | NA | NA | NA | … | … | -0.13 | -0.59 | 0.97 | 0.52 | 0.97 | -0.97 |
| Standard Deviation(%) | NA | 12.76 | 11.35 | 9.19 | NA | NA | NA | … | … | 0.63 | 12.91 | 5.92 | 13.81 | 8.95 | 4.64 |
| Draw Down(%) | NA | 15.72 | 19.07 | 19.07 | NA | NA | NA | … | … | 0.05 | 17.40 | 4.36 | 19.07 | 5.87 | 6.22 |
| Yield(%) | 0.00 | 89.54 | 34.31 | 22.60 | 11.30 | 7.53 | 5.65 | … | … | 100.27 | 5.56 | 3.03 | 2.30 | 3.46 | 2.71 |
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 |
|---|---|---|---|---|
| PKTIX (Invesco Peak Retirement 2020 Fund Class Y) |
-0.03%
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 |
|---|---|---|---|---|
| PKTIX (Invesco Peak Retirement 2020 Fund Class Y) |
1,187.15%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart