Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTJX (Invesco Peak Retirement 2020 Fund Class R) | NA | 223,162.61% | 1,262.20% | 387.83% | 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 |
|---|---|---|
| PKTJX (Invesco Peak Retirement 2020 Fund Class R) | 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 | 223,162.61 | 1,262.20 | 387.83 | NA | NA | NA | … | … | 0.17 | -7.37 | 5.63 | 6.88 | 9.66 | -3.80 |
| Sharpe Ratio | NA | -0.58 | 0.16 | 0.25 | NA | NA | NA | … | … | -2.28 | -0.72 | 0.96 | 0.48 | 0.97 | -1.08 |
| Standard Deviation(%) | NA | 12.09 | 11.09 | 9.01 | NA | NA | NA | … | … | 0.53 | 12.26 | 5.82 | 13.75 | 8.47 | 4.75 |
| Draw Down(%) | NA | 16.04 | 19.08 | 19.08 | NA | NA | NA | … | … | 0.04 | 17.66 | 3.99 | 19.08 | 5.55 | 6.83 |
| Yield(%) | 0.00 | 89.05 | 33.74 | 22.05 | 11.01 | 7.34 | 5.51 | … | … | 100.17 | 4.86 | 2.56 | 2.02 | 3.27 | 2.29 |
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 |
|---|---|---|---|---|
| PKTJX (Invesco Peak Retirement 2020 Fund Class R) |
-0.54%
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 |
|---|---|---|---|---|
| PKTJX (Invesco Peak Retirement 2020 Fund Class R) |
1,263.08%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart