Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNAIX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R5) | NA | 5.95% | 4.99% | 7.17% | 6.03% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNAIX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R5) | 02/02/2007 | 02/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.95 | 5.95 | 4.99 | 7.17 | 6.03 | NA | NA | … | … | -3.28 | 9.17 | 15.23 | -6.93 | 10.55 | 12.32 | -4.74 | 6.50 | 2.52 | 10.87 | 10.37 | 14.21 | 27.10 | -33.46 | 1.52 |
| Sharpe Ratio | NA | 0.42 | 0.43 | 0.66 | 0.64 | NA | NA | … | … | -1.45 | 0.70 | 2.65 | -1.28 | 2.11 | 0.87 | -0.65 | 1.20 | 0.31 | 1.16 | 1.36 | 1.96 | 1.29 | -1.22 | -0.11 |
| Standard Deviation(%) | NA | 13.82 | 9.27 | 9.69 | 8.74 | NA | NA | … | … | 15.92 | 12.78 | 5.19 | 6.51 | 4.72 | 13.84 | 7.33 | 5.39 | 7.90 | 9.42 | 7.63 | 7.21 | 20.95 | 28.12 | 12.73 |
| Draw Down(%) | NA | 19.22 | 20.14 | 20.14 | 20.14 | NA | NA | … | … | 5.66 | 20.14 | 2.75 | 9.20 | 3.15 | 9.77 | 11.02 | 4.76 | 9.78 | 5.45 | 5.43 | 5.19 | 22.89 | 43.43 | 8.71 |
| Yield(%) | 0.00 | 4.30 | 3.96 | 4.62 | 5.42 | 3.93 | 2.95 | … | … | 0.00 | 4.26 | 5.41 | 2.44 | 3.41 | 6.24 | 7.91 | 9.19 | 4.51 | 4.87 | 3.22 | 6.44 | 7.08 | 2.47 | 3.36 |
Data as of 02/18/2021, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAIX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R5) |
-5.73%
May 2007 – May 2010 |
1.16%
May 2007 – May 2012 |
3.23%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAIX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R5) |
25.78%
Feb 2009 – Feb 2012 |
17.04%
Feb 2009 – Feb 2014 |
10.28%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart