Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTSX (Invesco Peak Retirement Now Fund) | NA | 699,501.98% | 1,884.43% | 513.21% | 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 |
|---|---|---|
| PKTSX (Invesco Peak Retirement Now Fund) | 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 | 699,501.98 | 1,884.43 | 513.21 | NA | NA | NA | … | … | 0.21 | -8.89 | 6.29 | 3.76 | 4.97 | -0.98 |
| Sharpe Ratio | NA | -1.06 | 0.03 | 0.20 | NA | NA | NA | … | … | -1.49 | -1.12 | 1.48 | 0.22 | 0.64 | -0.25 |
| Standard Deviation(%) | NA | 9.09 | 11.01 | 8.83 | NA | NA | NA | … | … | 0.52 | 9.20 | 4.23 | 16.19 | 5.55 | 9.31 |
| Draw Down(%) | NA | 14.85 | 23.25 | 23.25 | NA | NA | NA | … | … | 0.01 | 15.78 | 2.88 | 23.25 | 3.89 | 9.11 |
| Yield(%) | 0.00 | 90.28 | 33.65 | 22.25 | 11.06 | 7.37 | 5.53 | … | … | 100.21 | 4.03 | 3.54 | 3.73 | 4.62 | 3.45 |
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 |
|---|---|---|---|---|
| PKTSX (Invesco Peak Retirement Now Fund) |
-0.49%
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 |
|---|---|---|---|---|
| PKTSX (Invesco Peak Retirement Now Fund) |
1,885.08%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart