Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS CX) | NA | -3.33% | 0.54% | 2.41% | 2.18% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS CX) | 10/29/2008 | 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 (%) | -9.15 | -3.33 | 0.54 | 2.41 | 2.18 | NA | NA | … | … | -8.24 | 5.08 | 8.77 | -4.28 | 5.27 | 6.03 | -3.55 | 2.54 | 0.57 | 5.50 | 5.19 | -24.34 | 18.29 | 1.93 |
| Sharpe Ratio | NA | -0.28 | -0.05 | 0.23 | 0.30 | NA | NA | … | … | -1.80 | 0.63 | 2.34 | -1.50 | 1.68 | 0.71 | -0.86 | 0.82 | 0.12 | 0.96 | 1.11 | -0.77 | 2.55 | 0.81 |
| Standard Deviation(%) | NA | 12.32 | 7.64 | 7.07 | 5.92 | NA | NA | … | … | 27.32 | 7.66 | 3.15 | 3.75 | 2.78 | 8.21 | 4.17 | 3.08 | 4.37 | 5.75 | 4.66 | 31.53 | 7.12 | 14.51 |
| Draw Down(%) | NA | 11.78 | 12.45 | 12.45 | 12.45 | NA | NA | … | … | 9.59 | 12.45 | 1.62 | 5.71 | 1.83 | 6.04 | 6.80 | 2.85 | 5.45 | 3.44 | 3.33 | 31.46 | 8.95 | 9.27 |
| Yield(%) | 0.00 | 2.50 | 3.56 | 3.78 | 3.57 | 2.36 | 1.77 | … | … | 0.00 | 2.49 | 5.73 | 2.83 | 3.37 | 4.52 | 4.38 | 4.69 | 2.89 | 3.20 | 2.70 | 2.34 | 1.63 | 0.00 |
Data as of 02/18/2021, Common starting date is 10/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS CX) |
-6.23%
Apr 2010 – Apr 2013 |
-3.18%
Apr 2010 – Apr 2015 |
-1.25%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRCX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS CX) |
4.73%
Jul 2010 – Jul 2013 |
4.21%
Jan 2016 – Jan 2021 |
3.09%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart