Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNEIX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R5) | NA | -6.01% | 1.65% | 6.22% | 5.61% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNEIX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R5) | 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 (%) | -18.30 | -6.01 | 1.65 | 6.22 | 5.61 | NA | NA | … | … | -17.32 | 13.24 | 19.71 | -9.17 | 13.65 | 16.20 | -6.16 | 8.53 | 2.68 | 10.81 | 10.50 | 13.76 | 28.32 | -37.42 | 0.97 |
| Sharpe Ratio | NA | -0.23 | 0.04 | 0.36 | 0.42 | NA | NA | … | … | -1.35 | 0.76 | 2.64 | -1.21 | 2.15 | 0.93 | -0.64 | 1.23 | 0.26 | 1.14 | 1.36 | 1.90 | 1.06 | -1.08 | -0.12 |
| Standard Deviation(%) | NA | 26.49 | 16.54 | 15.17 | 12.45 | NA | NA | … | … | 57.43 | 17.04 | 6.93 | 8.68 | 6.08 | 17.16 | 9.61 | 6.93 | 10.15 | 9.48 | 7.68 | 7.18 | 26.71 | 35.41 | 15.44 |
| Draw Down(%) | NA | 25.03 | 26.09 | 26.09 | 26.09 | NA | NA | … | … | 19.81 | 26.09 | 3.73 | 12.02 | 4.17 | 12.00 | 13.94 | 6.21 | 12.60 | 5.37 | 5.34 | 5.12 | 27.77 | 48.93 | 10.12 |
| Yield(%) | 0.00 | 4.18 | 4.87 | 6.17 | 6.66 | 4.35 | 3.26 | … | … | 0.00 | 4.14 | 8.08 | 2.98 | 4.94 | 8.94 | 9.77 | 11.23 | 7.96 | 4.79 | 2.71 | 6.79 | 6.51 | 2.61 | 3.98 |
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 |
|---|---|---|---|---|
| TNEIX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R5) |
-7.72%
May 2007 – May 2010 |
-0.12%
May 2007 – May 2012 |
3.05%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNEIX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R5) |
27.72%
Feb 2009 – Feb 2012 |
18.31%
Feb 2009 – Feb 2014 |
11.44%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart