Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDIX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R5) | NA | 2.03% | 4.04% | 7.17% | 6.05% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDIX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R5) | 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 (%) | -10.09 | 2.03 | 4.04 | 7.17 | 6.05 | NA | NA | … | … | -8.72 | 11.34 | 17.40 | -8.10 | 12.14 | 14.28 | -5.44 | 7.59 | 2.60 | 10.69 | 10.52 | 13.26 | 28.13 | -35.94 | 1.43 |
| Sharpe Ratio | NA | 0.10 | 0.25 | 0.53 | 0.55 | NA | NA | … | … | -1.66 | 0.73 | 2.62 | -1.09 | 2.09 | 0.89 | -0.65 | 1.25 | 0.28 | 1.13 | 1.36 | 1.83 | 1.15 | -1.14 | -0.10 |
| Standard Deviation(%) | NA | 18.56 | 12.27 | 12.07 | 10.36 | NA | NA | … | … | 30.92 | 15.12 | 6.12 | 8.64 | 5.53 | 15.76 | 8.41 | 6.06 | 9.04 | 9.53 | 7.72 | 7.21 | 24.32 | 32.25 | 14.38 |
| Draw Down(%) | NA | 22.34 | 23.31 | 23.31 | 23.31 | NA | NA | … | … | 11.23 | 23.31 | 3.16 | 10.70 | 3.70 | 11.00 | 12.50 | 5.53 | 11.14 | 5.46 | 5.44 | 5.21 | 25.68 | 46.75 | 9.51 |
| Yield(%) | 0.00 | 3.15 | 4.15 | 5.24 | 6.13 | 4.18 | 3.14 | … | … | 0.00 | 3.11 | 7.00 | 2.81 | 4.51 | 7.39 | 8.83 | 10.73 | 7.17 | 4.23 | 4.80 | 7.22 | 6.78 | 2.15 | 3.75 |
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 |
|---|---|---|---|---|
| TNDIX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R5) |
-7.05%
May 2007 – May 2010 |
0.29%
May 2007 – May 2012 |
3.04%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDIX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R5) |
26.65%
Feb 2009 – Feb 2012 |
17.64%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart