Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNAYX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS Y) | NA | 6.09% | 5.05% | 7.19% | 6.03% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNAYX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.85 | 6.09 | 5.05 | 7.19 | 6.03 | NA | NA | … | … | -3.18 | 9.20 | 15.29 | -6.95 | 10.46 | 12.36 | -4.75 | 6.52 | 2.52 | 10.89 | 10.40 | 13.31 | 27.14 | -0.20 |
| Sharpe Ratio | NA | 0.44 | 0.45 | 0.66 | 0.64 | NA | NA | … | … | -1.42 | 0.70 | 2.66 | -1.27 | 2.06 | 0.87 | -0.65 | 1.21 | 0.31 | 1.16 | 1.36 | 1.85 | 1.28 | -0.02 |
| Standard Deviation(%) | NA | 13.72 | 9.23 | 9.68 | 8.75 | NA | NA | … | … | 15.92 | 12.67 | 5.23 | 6.51 | 4.79 | 13.87 | 7.40 | 5.36 | 7.94 | 9.46 | 7.63 | 7.15 | 21.11 | 45.85 |
| Draw Down(%) | NA | 19.29 | 20.29 | 20.29 | 20.29 | NA | NA | … | … | 5.57 | 20.29 | 2.76 | 9.23 | 3.27 | 9.79 | 10.94 | 4.77 | 9.80 | 5.36 | 5.44 | 5.07 | 23.04 | 21.16 |
| Yield(%) | 0.00 | 4.32 | 3.97 | 4.63 | 5.43 | 5.62 | 4.21 | … | … | 0.00 | 4.28 | 5.43 | 2.45 | 3.42 | 6.25 | 7.93 | 9.21 | 4.52 | 4.89 | 3.22 | 5.74 | 7.08 | 3.54 |
Data as of 02/18/2021, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAYX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS Y) |
0.52%
Jan 2013 – Jan 2016 |
1.52%
Mar 2015 – Mar 2020 |
5.23%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAYX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS Y) |
25.41%
Feb 2009 – Feb 2012 |
16.84%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart