Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNEYX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS Y) | NA | -5.89% | 1.69% | 6.26% | 5.61% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNEYX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS Y) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.20 | -5.89 | 1.69 | 6.26 | 5.61 | NA | NA | … | … | -17.22 | 13.25 | 19.73 | -9.18 | 13.67 | 16.05 | -6.28 | 8.81 | 2.68 | 10.69 | 10.36 | 13.91 | 28.32 | -10.32 |
| Sharpe Ratio | NA | -0.23 | 0.04 | 0.36 | 0.42 | NA | NA | … | … | -1.35 | 0.77 | 2.67 | -1.21 | 2.15 | 0.93 | -0.66 | 1.28 | 0.26 | 1.13 | 1.35 | 1.92 | 1.05 | -0.63 |
| Standard Deviation(%) | NA | 26.40 | 16.49 | 15.10 | 12.42 | NA | NA | … | … | 57.48 | 16.91 | 6.86 | 8.66 | 6.09 | 17.02 | 9.62 | 6.87 | 10.22 | 9.49 | 7.65 | 7.21 | 26.76 | 59.39 |
| Draw Down(%) | NA | 24.94 | 26.09 | 26.09 | 26.09 | NA | NA | … | … | 19.81 | 26.09 | 3.61 | 12.04 | 4.18 | 11.89 | 14.05 | 6.22 | 12.70 | 5.48 | 5.34 | 5.12 | 27.77 | 26.83 |
| Yield(%) | 0.00 | 4.19 | 4.88 | 6.18 | 6.66 | 6.04 | 4.53 | … | … | 0.00 | 4.14 | 8.10 | 2.98 | 4.95 | 8.94 | 9.76 | 11.25 | 7.96 | 4.79 | 2.71 | 6.79 | 6.51 | 3.56 |
Data as of 02/18/2021, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNEYX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS Y) |
0.25%
Mar 2017 – Mar 2020 |
1.67%
Mar 2015 – Mar 2020 |
5.67%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNEYX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS Y) |
27.67%
Feb 2009 – Feb 2012 |
18.31%
Feb 2009 – Feb 2014 |
11.44%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart