Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS RX) | NA | -2.32% | 1.45% | 3.14% | 2.80% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS RX) | 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 (%) | -8.81 | -2.32 | 1.45 | 3.14 | 2.80 | NA | NA | … | … | -7.82 | 5.70 | 10.08 | -3.81 | 5.84 | 6.38 | -3.09 | 3.14 | 1.03 | 5.99 | 5.82 | -24.10 | 18.25 | 2.04 |
| Sharpe Ratio | NA | -0.20 | 0.07 | 0.34 | 0.41 | NA | NA | … | … | -1.80 | 0.71 | 2.69 | -1.32 | 1.85 | 0.76 | -0.75 | 1.04 | 0.23 | 1.06 | 1.23 | -0.77 | 2.55 | 0.86 |
| Standard Deviation(%) | NA | 12.05 | 7.53 | 6.97 | 5.85 | NA | NA | … | … | 26.33 | 7.67 | 3.22 | 3.90 | 2.83 | 8.07 | 4.16 | 3.02 | 4.33 | 5.66 | 4.70 | 31.50 | 7.13 | 14.53 |
| Draw Down(%) | NA | 11.77 | 12.42 | 12.42 | 12.42 | NA | NA | … | … | 9.24 | 12.42 | 1.57 | 5.32 | 1.79 | 5.80 | 6.58 | 2.70 | 5.40 | 3.31 | 3.31 | 31.43 | 8.98 | 9.17 |
| Yield(%) | 0.00 | 2.59 | 3.93 | 4.09 | 3.85 | 2.55 | 1.91 | … | … | 0.00 | 2.57 | 6.72 | 2.89 | 3.48 | 4.76 | 4.60 | 4.81 | 3.00 | 3.47 | 2.97 | 2.48 | 1.62 | 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 |
|---|---|---|---|---|
| VIRRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS RX) |
-5.78%
Apr 2010 – Apr 2013 |
-2.71%
Apr 2010 – Apr 2015 |
-0.70%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS RX) |
5.26%
Jul 2010 – Jul 2013 |
4.86%
Jan 2016 – Jan 2021 |
3.68%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart