Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS A) | NA | 2.05% | 3.94% | 6.99% | 5.83% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS A) | 02/05/2007 | 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 (%) | -9.73 | 2.05 | 3.94 | 6.99 | 5.83 | NA | NA | … | … | -8.44 | 11.03 | 17.24 | -8.27 | 11.78 | 14.06 | -5.75 | 7.35 | 2.34 | 10.37 | 10.30 | 13.04 | 27.58 | -35.99 | 1.20 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.52 | 0.53 | NA | NA | … | … | -1.68 | 0.72 | 2.59 | -1.11 | 2.05 | 0.88 | -0.68 | 1.21 | 0.26 | 1.11 | 1.33 | 1.82 | 1.13 | -1.14 | -0.12 |
| Standard Deviation(%) | NA | 18.21 | 12.09 | 11.96 | 10.28 | NA | NA | … | … | 29.84 | 14.97 | 6.11 | 8.62 | 5.45 | 15.76 | 8.49 | 6.05 | 9.05 | 9.40 | 7.70 | 7.12 | 24.32 | 32.25 | 14.32 |
| Draw Down(%) | NA | 22.25 | 23.33 | 23.33 | 23.33 | NA | NA | … | … | 10.98 | 23.33 | 3.30 | 10.86 | 3.72 | 11.07 | 12.67 | 5.45 | 11.18 | 5.37 | 5.35 | 5.23 | 25.84 | 46.80 | 9.52 |
| Yield(%) | 0.00 | 3.17 | 4.09 | 5.09 | 5.94 | 4.04 | 3.03 | … | … | 0.00 | 3.13 | 6.76 | 2.82 | 4.26 | 7.14 | 8.57 | 10.51 | 6.94 | 4.02 | 4.56 | 6.97 | 6.57 | 2.04 | 3.62 |
Data as of 02/18/2021, Common starting date is 02/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS A) |
-7.29%
May 2007 – May 2010 |
0.06%
May 2007 – May 2012 |
2.79%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS A) |
26.39%
Feb 2009 – Feb 2012 |
17.34%
Feb 2009 – Feb 2014 |
10.58%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart