Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDBX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS B) | NA | 11.39% | 5.51% | 5.11% | 4.25% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDBX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS B) | 02/05/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 11.39 | 5.51 | 5.11 | 4.25 | NA | NA | … | … | 1.78 | 10.93 | 13.52 | -6.39 | 6.38 | 1.54 | 9.79 | 9.38 | 12.09 | 26.90 | -36.53 | 0.54 |
| Sharpe Ratio | NA | 1.99 | 0.48 | 0.50 | 0.28 | NA | NA | … | … | 6.69 | 1.89 | 0.83 | -0.76 | 1.03 | 0.17 | 1.04 | 1.21 | 1.69 | 1.10 | -1.16 | -0.17 |
| Standard Deviation(%) | NA | 5.37 | 10.85 | 9.73 | 15.11 | NA | NA | … | … | 4.05 | 5.46 | 15.88 | 8.48 | 6.20 | 9.02 | 9.47 | 7.70 | 7.12 | 24.34 | 32.22 | 14.43 |
| Draw Down(%) | NA | 3.77 | 15.76 | 15.76 | 50.34 | NA | NA | … | … | 0.25 | 3.77 | 11.25 | 13.09 | 5.54 | 11.22 | 5.67 | 5.42 | 5.26 | 25.96 | 47.14 | 9.64 |
| Yield(%) | 0.00 | 3.45 | 5.37 | 6.07 | 4.66 | 3.01 | 2.26 | … | … | 0.00 | 3.50 | 6.36 | 7.88 | 9.84 | 6.19 | 3.38 | 3.88 | 6.30 | 5.95 | 1.63 | 3.26 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| TNDBX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS B) |
-7.98%
May 2007 – May 2010 |
-0.68%
May 2007 – May 2012 |
2.06%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDBX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS B) |
25.48%
Feb 2009 – Feb 2012 |
16.52%
Feb 2009 – Feb 2014 |
3.28%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart