Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDFX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R6) | NA | 2.02% | 4.30% | 7.33% | NA | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDFX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.99 | 2.02 | 4.30 | 7.33 | NA | NA | NA | … | … | -8.72 | 11.34 | 3.04 | -7.01 | 12.00 | 14.44 | -5.58 | 7.59 | 2.60 | 0.35 |
| Sharpe Ratio | NA | 0.10 | 0.27 | 0.55 | NA | NA | NA | … | … | -1.67 | 0.74 | 0.15 | -0.59 | 2.07 | 0.89 | -0.66 | 1.25 | 0.28 | 0.08 |
| Standard Deviation(%) | NA | 18.41 | 12.21 | 12.05 | NA | NA | NA | … | … | 30.64 | 15.02 | 10.60 | 14.23 | 5.52 | 15.85 | 8.47 | 6.08 | 9.02 | 15.66 |
| Draw Down(%) | NA | 22.34 | 23.40 | 23.40 | NA | NA | NA | … | … | 11.33 | 23.40 | 11.79 | 15.94 | 3.70 | 11.12 | 12.50 | 5.53 | 11.14 | 5.25 |
| Yield(%) | 0.00 | 3.15 | 4.41 | 5.42 | 4.90 | 3.27 | 2.45 | … | … | 0.00 | 3.11 | 7.84 | 2.81 | 4.51 | 7.39 | 8.83 | 10.73 | 7.18 | 3.86 |
Data as of 02/18/2021, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDFX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R6) |
0.53%
Jan 2013 – Jan 2016 |
1.76%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDFX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R6) |
8.21%
Mar 2016 – Mar 2019 |
9.45%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart