Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTPX (Invesco Peak Retirement 2015 Fund Class R) | NA | 319,711.27% | 1,423.62% | 422.20% | 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 |
|---|---|---|
| PKTPX (Invesco Peak Retirement 2015 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 | 319,711.27 | 1,423.62 | 422.20 | NA | NA | NA | … | … | 0.55 | -5.98 | 3.10 | 3.38 | 9.83 | -3.90 |
| Sharpe Ratio | NA | -0.56 | 0.11 | 0.22 | NA | NA | NA | … | … | 2.57 | -0.67 | 0.48 | 0.19 | 0.89 | -1.29 |
| Standard Deviation(%) | NA | 10.99 | 11.65 | 9.34 | NA | NA | NA | … | … | 1.29 | 11.09 | 6.41 | 16.22 | 9.40 | 4.07 |
| Draw Down(%) | NA | 15.26 | 22.98 | 22.98 | NA | NA | NA | … | … | 0.03 | 16.37 | 5.56 | 22.98 | 6.29 | 6.36 |
| Yield(%) | 0.00 | 90.34 | 33.48 | 21.97 | 10.95 | 7.30 | 5.48 | … | … | 100.20 | 4.34 | 4.97 | 2.86 | 3.72 | 2.69 |
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 |
|---|---|---|---|---|
| PKTPX (Invesco Peak Retirement 2015 Fund Class R) |
-1.12%
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 |
|---|---|---|---|---|
| PKTPX (Invesco Peak Retirement 2015 Fund Class R) |
1,424.12%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart