Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRCCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS CX) | NA | -1.18% | 1.83% | 3.71% | 3.67% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRCCX (INVESCO BALANCED-RISK RETIREMENT 2020 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 (%) | -7.15 | -1.18 | 1.83 | 3.71 | 3.67 | NA | NA | … | … | -6.24 | 5.03 | 11.00 | -4.93 | 6.48 | 7.89 | -4.48 | 4.05 | 1.29 | 8.96 | 8.93 | -28.55 | 25.52 | 0.70 |
| Sharpe Ratio | NA | -0.12 | 0.12 | 0.41 | 0.48 | NA | NA | … | … | -1.86 | 0.62 | 2.84 | -1.47 | 1.76 | 0.75 | -0.82 | 0.99 | 0.20 | 1.04 | 1.20 | -0.73 | 1.32 | 0.10 |
| Standard Deviation(%) | NA | 10.78 | 6.94 | 7.18 | 6.87 | NA | NA | … | … | 21.37 | 7.74 | 3.38 | 4.27 | 3.34 | 10.21 | 5.48 | 4.08 | 6.29 | 8.60 | 7.45 | 39.17 | 19.24 | 40.30 |
| Draw Down(%) | NA | 11.87 | 12.57 | 12.57 | 12.57 | NA | NA | … | … | 7.65 | 12.57 | 1.69 | 6.44 | 2.26 | 7.30 | 8.97 | 3.79 | 7.83 | 5.10 | 5.17 | 39.23 | 19.69 | 20.22 |
| Yield(%) | 0.00 | 0.69 | 2.69 | 2.75 | 3.65 | 2.45 | 1.84 | … | … | 0.00 | 0.68 | 5.99 | 1.68 | 2.26 | 2.62 | 4.86 | 6.30 | 3.17 | 4.12 | 3.34 | 3.06 | 1.96 | 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 |
|---|---|---|---|---|
| VRCCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS CX) |
-5.99%
Apr 2010 – Apr 2013 |
-2.66%
Apr 2010 – Apr 2015 |
-0.76%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRCCX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS CX) |
8.08%
Jul 2010 – Jul 2013 |
6.40%
Jun 2010 – Jun 2015 |
4.39%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart