Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNEBX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS B) | NA | 12.82% | 6.29% | 5.85% | 4.47% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNEBX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS B) | 02/02/2007 | 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 (%) | 0.90 | 12.82 | 6.29 | 5.85 | 4.47 | NA | NA | … | … | 1.95 | 12.53 | 15.26 | -7.11 | 7.54 | 1.66 | 9.68 | 9.38 | 12.58 | 27.01 | -38.03 | 0.00 |
| Sharpe Ratio | NA | 2.04 | 0.50 | 0.52 | 0.27 | NA | NA | … | … | 6.92 | 1.97 | 0.87 | -0.74 | 1.10 | 0.16 | 1.02 | 1.23 | 1.75 | 1.01 | -1.10 | -0.19 |
| Standard Deviation(%) | NA | 5.95 | 11.86 | 10.71 | 16.47 | NA | NA | … | … | 4.35 | 6.07 | 17.16 | 9.58 | 6.83 | 10.21 | 9.55 | 7.63 | 7.16 | 26.59 | 35.43 | 15.37 |
| Draw Down(%) | NA | 4.27 | 17.59 | 17.59 | 52.69 | NA | NA | … | … | 0.39 | 4.27 | 12.07 | 14.59 | 6.24 | 12.72 | 5.70 | 5.42 | 5.16 | 27.91 | 49.33 | 10.17 |
| Yield(%) | 0.00 | 3.92 | 6.22 | 6.80 | 4.85 | 3.11 | 2.33 | … | … | 0.00 | 3.98 | 8.02 | 8.87 | 10.42 | 7.04 | 3.97 | 1.93 | 5.74 | 5.63 | 2.06 | 3.42 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| TNEBX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS B) |
-8.70%
May 2007 – May 2010 |
-1.15%
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 |
|---|---|---|---|---|
| TNEBX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS B) |
26.39%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
3.42%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart