Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTRX (Invesco Peak Retirement 2015 Fund Class R6) | NA | 1,463,844.85% | 2,438.23% | 610.58% | 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 |
|---|---|---|
| PKTRX (Invesco Peak Retirement 2015 Fund Class R6) | 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 | 1,463,844.85 | 2,438.23 | 610.58 | NA | NA | NA | … | … | 0.57 | -4.60 | 3.08 | 3.85 | 9.80 | -3.41 |
| Sharpe Ratio | NA | -0.42 | 0.17 | 0.29 | NA | NA | NA | … | … | 2.80 | -0.52 | 0.46 | 0.22 | 0.78 | -1.18 |
| Standard Deviation(%) | NA | 11.52 | 11.79 | 9.44 | NA | NA | NA | … | … | 1.28 | 11.60 | 6.63 | 16.19 | 10.70 | 4.03 |
| Draw Down(%) | NA | 14.97 | 22.99 | 22.99 | NA | NA | NA | … | … | 0.01 | 16.08 | 5.95 | 22.99 | 7.20 | 5.97 |
| Yield(%) | 0.00 | 90.78 | 33.98 | 22.47 | 11.21 | 7.47 | 5.61 | … | … | 100.23 | 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 |
|---|---|---|---|---|
| PKTRX (Invesco Peak Retirement 2015 Fund Class R6) |
-0.64%
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 |
|---|---|---|---|---|
| PKTRX (Invesco Peak Retirement 2015 Fund Class R6) |
2,438.23%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart