Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRCAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS AX) | NA | -0.23% | 2.09% | 4.19% | 4.29% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRCAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS AX) | 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 (%) | -6.99 | -0.23 | 2.09 | 4.19 | 4.29 | NA | NA | … | … | -6.00 | 5.89 | 9.99 | -4.20 | 7.24 | 8.76 | -3.68 | 4.81 | 1.89 | 9.89 | 9.83 | -27.76 | 26.17 | 0.90 |
| Sharpe Ratio | NA | -0.03 | 0.17 | 0.48 | 0.57 | NA | NA | … | … | -1.85 | 0.73 | 2.62 | -1.28 | 1.94 | 0.84 | -0.67 | 1.17 | 0.29 | 1.15 | 1.33 | -0.72 | 1.36 | 0.13 |
| Standard Deviation(%) | NA | 10.63 | 6.85 | 7.13 | 6.85 | NA | NA | … | … | 20.85 | 7.70 | 3.28 | 4.32 | 3.42 | 10.18 | 5.57 | 4.10 | 6.33 | 8.66 | 7.39 | 38.57 | 19.20 | 40.18 |
| Draw Down(%) | NA | 11.77 | 12.46 | 12.46 | 12.46 | NA | NA | … | … | 7.38 | 12.46 | 1.76 | 5.81 | 2.23 | 7.17 | 8.42 | 3.63 | 7.80 | 4.91 | 5.10 | 38.93 | 19.65 | 20.13 |
| Yield(%) | 0.00 | 1.06 | 2.63 | 3.05 | 4.19 | 2.84 | 2.13 | … | … | 0.00 | 1.05 | 5.41 | 1.66 | 3.06 | 3.43 | 5.64 | 7.04 | 3.96 | 4.76 | 4.04 | 3.53 | 2.26 | 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 |
|---|---|---|---|---|
| VRCAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS AX) |
-5.18%
Apr 2010 – Apr 2013 |
-1.88%
Apr 2010 – Apr 2015 |
-0.13%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRCAX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS AX) |
8.89%
Jul 2010 – Jul 2013 |
7.19%
Jun 2010 – Jun 2015 |
5.00%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart