Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNERX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R) | NA | -5.42% | 1.48% | 5.94% | 5.20% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNERX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R) | 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 (%) | -17.49 | -5.42 | 1.48 | 5.94 | 5.20 | NA | NA | … | … | -16.38 | 12.51 | 19.13 | -9.52 | 12.96 | 15.80 | -6.63 | 7.96 | 2.18 | 10.17 | 9.98 | 13.29 | 27.80 | -37.79 | 0.49 |
| Sharpe Ratio | NA | -0.21 | 0.03 | 0.35 | 0.39 | NA | NA | … | … | -1.38 | 0.72 | 2.56 | -1.27 | 2.05 | 0.91 | -0.69 | 1.15 | 0.21 | 1.08 | 1.30 | 1.83 | 1.04 | -1.09 | -0.16 |
| Standard Deviation(%) | NA | 25.73 | 16.12 | 14.87 | 12.29 | NA | NA | … | … | 54.73 | 17.03 | 6.93 | 8.55 | 6.04 | 17.11 | 9.70 | 6.90 | 10.26 | 9.48 | 7.65 | 7.20 | 26.69 | 35.41 | 15.38 |
| Draw Down(%) | NA | 24.93 | 26.10 | 26.10 | 26.10 | NA | NA | … | … | 19.05 | 26.10 | 3.66 | 12.40 | 4.22 | 11.91 | 14.30 | 6.28 | 12.71 | 5.53 | 5.38 | 5.27 | 27.69 | 49.13 | 10.14 |
| Yield(%) | 0.00 | 4.26 | 4.74 | 5.89 | 6.28 | 4.07 | 3.05 | … | … | 0.00 | 4.20 | 7.64 | 3.01 | 4.48 | 8.48 | 9.33 | 10.81 | 7.51 | 4.38 | 2.30 | 6.30 | 6.10 | 2.33 | 3.70 |
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 |
|---|---|---|---|---|
| TNERX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R) |
-8.16%
May 2007 – May 2010 |
-0.62%
May 2007 – May 2012 |
2.55%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNERX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS R) |
27.11%
Feb 2009 – Feb 2012 |
17.75%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart