Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTKX (Invesco Peak Retirement 2020 Fund Class R5) | NA | 9,116,393.15% | 4,607.68% | 928.73% | 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 |
|---|---|---|
| PKTKX (Invesco Peak Retirement 2020 Fund Class R5) | 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 | 9,116,393.15 | 4,607.68 | 928.73 | NA | NA | NA | … | … | 0.21 | -6.06 | 5.77 | 7.52 | 10.08 | -3.23 |
| Sharpe Ratio | NA | -0.45 | 0.23 | 0.33 | NA | NA | NA | … | … | -1.48 | -0.58 | 0.98 | 0.53 | 0.96 | -0.98 |
| Standard Deviation(%) | NA | 12.66 | 11.27 | 9.13 | NA | NA | NA | … | … | 0.49 | 12.81 | 5.87 | 13.71 | 8.98 | 4.65 |
| Draw Down(%) | NA | 15.71 | 19.07 | 19.07 | NA | NA | NA | … | … | 0.00 | 17.32 | 4.36 | 19.07 | 5.78 | 6.27 |
| Yield(%) | 0.00 | 89.51 | 34.29 | 22.60 | 11.30 | 7.53 | 5.65 | … | … | 100.21 | 5.56 | 3.03 | 2.30 | 3.46 | 2.66 |
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 |
|---|---|---|---|---|
| PKTKX (Invesco Peak Retirement 2020 Fund Class R5) |
-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 |
|---|---|---|---|---|
| PKTKX (Invesco Peak Retirement 2020 Fund Class R5) |
4,610.70%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart