Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNEFX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R6) | NA | -5.74% | 1.74% | 6.27% | 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 |
|---|---|---|
| TNEFX (INVESCO BALANCED-RISK RETIREMENT 2050 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 (%) | -18.24 | -5.74 | 1.74 | 6.27 | NA | NA | NA | … | … | -17.06 | 13.21 | 4.09 | -5.52 | 13.63 | 16.18 | -6.16 | 8.52 | 2.67 | 0.42 |
| Sharpe Ratio | NA | -0.22 | 0.04 | 0.37 | NA | NA | NA | … | … | -1.35 | 0.76 | 0.20 | -0.45 | 2.14 | 0.94 | -0.64 | 1.23 | 0.26 | 0.10 |
| Standard Deviation(%) | NA | 26.38 | 16.48 | 15.09 | NA | NA | NA | … | … | 57.28 | 16.96 | 13.35 | 15.11 | 6.11 | 17.00 | 9.60 | 6.92 | 10.19 | 15.41 |
| Draw Down(%) | NA | 24.87 | 26.02 | 26.02 | NA | NA | NA | … | … | 19.65 | 26.02 | 13.28 | 15.21 | 4.17 | 11.88 | 13.92 | 6.20 | 12.68 | 5.16 |
| Yield(%) | 0.00 | 4.18 | 4.87 | 6.16 | 5.35 | 3.57 | 2.67 | … | … | 0.00 | 4.13 | 8.07 | 2.97 | 4.94 | 8.93 | 9.76 | 11.22 | 7.95 | 4.37 |
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 |
|---|---|---|---|---|
| TNEFX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R6) |
0.25%
Mar 2017 – Mar 2020 |
1.67%
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 |
|---|---|---|---|---|
| TNEFX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R6) |
8.84%
Sep 2015 – Sep 2018 |
10.47%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart