Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTNX (Invesco Peak Retirement 2015 Fund Class C) | NA | 265,743.89% | 1,327.65% | 401.23% | 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 |
|---|---|---|
| PKTNX (Invesco Peak Retirement 2015 Fund Class C) | 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 | 265,743.89 | 1,327.65 | 401.23 | NA | NA | NA | … | … | 0.54 | -7.88 | 3.21 | 2.81 | 10.07 | -4.32 |
| Sharpe Ratio | NA | -0.77 | 0.02 | 0.14 | NA | NA | NA | … | … | 2.50 | -0.88 | 0.53 | 0.16 | 1.22 | -1.38 |
| Standard Deviation(%) | NA | 10.41 | 11.43 | 9.18 | NA | NA | NA | … | … | 1.29 | 10.51 | 6.00 | 16.14 | 7.12 | 4.11 |
| Draw Down(%) | NA | 15.59 | 23.08 | 23.08 | NA | NA | NA | … | … | 0.04 | 16.70 | 5.15 | 23.08 | 4.57 | 6.77 |
| Yield(%) | 0.00 | 89.85 | 32.96 | 21.44 | 10.69 | 7.12 | 5.34 | … | … | 100.20 | 3.15 | 4.34 | 2.69 | 2.75 | 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 |
|---|---|---|---|---|
| PKTNX (Invesco Peak Retirement 2015 Fund Class C) |
-1.62%
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 |
|---|---|---|---|---|
| PKTNX (Invesco Peak Retirement 2015 Fund Class C) |
1,328.11%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart