Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKTVX (Invesco Peak Retirement Now Fund) | NA | 381,662.05% | 1,519.21% | 442.34% | 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 |
|---|---|---|
| PKTVX (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 | 381,662.05 | 1,519.21 | 442.34 | NA | NA | NA | … | … | 0.31 | -9.24 | 6.31 | 3.50 | 5.22 | -1.51 |
| Sharpe Ratio | NA | -1.08 | 0.01 | 0.18 | NA | NA | NA | … | … | 0.63 | -1.16 | 1.50 | 0.20 | 0.70 | -0.32 |
| Standard Deviation(%) | NA | 9.08 | 10.99 | 8.81 | NA | NA | NA | … | … | 0.62 | 9.18 | 4.20 | 16.16 | 5.44 | 8.77 |
| Draw Down(%) | NA | 14.99 | 23.28 | 23.28 | NA | NA | NA | … | … | 0.02 | 15.94 | 2.97 | 23.28 | 3.76 | 9.02 |
| Yield(%) | 0.00 | 90.18 | 33.46 | 22.06 | 10.95 | 7.30 | 5.48 | … | … | 100.20 | 3.81 | 3.24 | 3.50 | 4.36 | 3.23 |
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 |
|---|---|---|---|---|
| PKTVX (Invesco Peak Retirement Now Fund) |
-0.72%
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 |
|---|---|---|---|---|
| PKTVX (Invesco Peak Retirement Now Fund) |
1,519.74%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart