Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTMX (Invesco Peak Retirement 2015 Fund Class A) | NA | -414,221.23% | 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 |
|---|---|---|
| PKTMX (Invesco Peak Retirement 2015 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 | -414,221.23 | nan | nan | NA | NA | NA | … | … | 0.60 | -5.37 | 2.99 | 3.54 | 9.81 | -3.63 |
| Sharpe Ratio | NA | -0.50 | 0.14 | 0.26 | NA | NA | NA | … | … | 3.10 | -0.60 | 0.46 | 0.20 | 0.83 | -1.20 |
| Standard Deviation(%) | NA | 11.18 | 11.69 | 9.37 | NA | NA | NA | … | … | 1.28 | 11.27 | 6.50 | 16.20 | 10.17 | 4.16 |
| Draw Down(%) | NA | 15.12 | 22.94 | 22.94 | NA | NA | NA | … | … | 0.00 | 16.23 | 5.80 | 22.94 | 6.85 | 6.20 |
| Yield(%) | 0.00 | 90.54 | 33.69 | 22.23 | 11.08 | 7.39 | 5.54 | … | … | 100.26 | 4.64 | 5.24 | 2.93 | 4.08 | 2.76 |
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 |
|---|---|---|---|---|
| PKTMX (Invesco Peak Retirement 2015 Fund Class A) |
-0.89%
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 |
|---|---|---|---|---|
| PKTMX (Invesco Peak Retirement 2015 Fund Class A) |
8.60%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart