Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTOX (Invesco Peak Retirement 2015 Fund Class Y) | NA | -1,464,238.54% | 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 |
|---|---|---|
| PKTOX (Invesco Peak Retirement 2015 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 | -1,464,238.54 | nan | nan | NA | NA | NA | … | … | 0.58 | -4.60 | 3.08 | 3.85 | 9.69 | -3.41 |
| Sharpe Ratio | NA | -0.42 | 0.17 | 0.29 | NA | NA | NA | … | … | 2.93 | -0.52 | 0.46 | 0.22 | 0.78 | -1.16 |
| Standard Deviation(%) | NA | 11.46 | 11.78 | 9.43 | NA | NA | NA | … | … | 1.27 | 11.55 | 6.67 | 16.17 | 10.55 | 4.10 |
| Draw Down(%) | NA | 14.97 | 22.99 | 22.99 | NA | NA | NA | … | … | 0.00 | 16.08 | 5.95 | 22.99 | 7.20 | 5.97 |
| Yield(%) | 0.00 | 90.79 | 33.98 | 22.47 | 11.21 | 7.48 | 5.61 | … | … | 100.24 | 5.04 | 5.46 | 3.04 | 4.31 | 2.88 |
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 |
|---|---|---|---|---|
| PKTOX (Invesco Peak Retirement 2015 Fund Class Y) |
-0.60%
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 |
|---|---|---|---|---|
| PKTOX (Invesco Peak Retirement 2015 Fund Class Y) |
8.88%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart