Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS C) | NA | 3.06% | 3.73% | 6.60% | 5.25% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS C) | 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 (%) | -8.10 | 3.06 | 3.73 | 6.60 | 5.25 | NA | NA | … | … | -6.86 | 10.08 | 16.25 | -8.87 | 10.95 | 13.54 | -6.40 | 6.39 | 1.54 | 9.80 | 9.39 | 12.10 | 26.72 | -36.53 | 0.54 |
| Sharpe Ratio | NA | 0.17 | 0.24 | 0.50 | 0.48 | NA | NA | … | … | -1.72 | 0.65 | 2.40 | -1.19 | 1.91 | 0.84 | -0.77 | 1.04 | 0.17 | 1.04 | 1.21 | 1.69 | 1.10 | -1.16 | -0.17 |
| Standard Deviation(%) | NA | 17.32 | 11.66 | 11.72 | 10.15 | NA | NA | … | … | 25.00 | 15.04 | 6.18 | 8.58 | 5.41 | 15.88 | 8.38 | 6.15 | 9.00 | 9.46 | 7.71 | 7.09 | 24.29 | 32.19 | 14.38 |
| Draw Down(%) | NA | 22.35 | 23.45 | 23.45 | 23.45 | NA | NA | … | … | 9.52 | 23.45 | 3.38 | 11.37 | 3.77 | 11.27 | 13.11 | 5.54 | 11.23 | 5.57 | 5.42 | 5.26 | 25.96 | 47.14 | 9.55 |
| Yield(%) | 0.00 | 3.24 | 3.87 | 4.64 | 5.36 | 3.60 | 2.70 | … | … | 0.00 | 3.20 | 6.02 | 2.85 | 3.50 | 6.37 | 7.89 | 9.85 | 6.20 | 3.38 | 3.88 | 6.30 | 5.95 | 1.63 | 3.26 |
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 |
|---|---|---|---|---|
| TNDCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS C) |
-8.02%
May 2007 – May 2010 |
-0.70%
May 2007 – May 2012 |
2.05%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS C) |
25.43%
Feb 2009 – Feb 2012 |
16.47%
Feb 2009 – Feb 2014 |
9.79%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart