Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNEAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS A) | NA | -5.65% | 1.59% | 6.09% | 5.41% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNEAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS A) | 02/02/2007 | 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 (%) | -17.88 | -5.65 | 1.59 | 6.09 | 5.41 | NA | NA | … | … | -16.89 | 13.08 | 19.42 | -9.34 | 13.16 | 16.01 | -6.44 | 8.29 | 2.42 | 10.47 | 10.16 | 13.63 | 27.91 | -37.51 | 0.74 |
| Sharpe Ratio | NA | -0.22 | 0.03 | 0.36 | 0.41 | NA | NA | … | … | -1.37 | 0.75 | 2.62 | -1.25 | 2.06 | 0.92 | -0.68 | 1.19 | 0.24 | 1.12 | 1.33 | 1.88 | 1.04 | -1.08 | -0.14 |
| Standard Deviation(%) | NA | 26.12 | 16.32 | 15.01 | 12.34 | NA | NA | … | … | 56.06 | 17.07 | 6.87 | 8.54 | 6.12 | 17.09 | 9.50 | 6.95 | 10.12 | 9.41 | 7.60 | 7.22 | 26.70 | 35.50 | 15.39 |
| Draw Down(%) | NA | 24.97 | 26.13 | 26.13 | 26.13 | NA | NA | … | … | 19.42 | 26.13 | 3.63 | 12.32 | 4.19 | 11.95 | 14.10 | 6.24 | 12.64 | 5.50 | 5.35 | 5.12 | 27.77 | 49.08 | 10.13 |
| Yield(%) | 0.00 | 4.22 | 4.81 | 6.03 | 6.46 | 4.21 | 3.16 | … | … | 0.00 | 4.17 | 7.87 | 2.99 | 4.73 | 8.71 | 9.54 | 11.00 | 7.72 | 4.57 | 2.51 | 6.52 | 6.29 | 2.46 | 3.85 |
Data as of 02/18/2021, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNEAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS A) |
-7.94%
May 2007 – May 2010 |
-0.39%
May 2007 – May 2012 |
2.80%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNEAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS A) |
27.36%
Feb 2009 – Feb 2012 |
17.98%
Feb 2009 – Feb 2014 |
11.15%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart