Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRCFX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R6) | NA | 0.04% | 2.39% | 4.46% | NA | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRCFX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.95 | 0.04 | 2.39 | 4.46 | NA | NA | NA | … | … | -5.86 | 6.15 | 4.08 | -3.96 | 7.47 | 8.99 | -3.48 | 5.07 | 2.25 | 0.36 |
| Sharpe Ratio | NA | -0.01 | 0.21 | 0.52 | NA | NA | NA | … | … | -1.82 | 0.77 | 0.26 | -1.22 | 2.07 | 0.87 | -0.64 | 1.23 | 0.35 | 0.10 |
| Standard Deviation(%) | NA | 10.56 | 6.83 | 7.08 | NA | NA | NA | … | … | 20.76 | 7.65 | 10.06 | 4.34 | 3.32 | 10.07 | 5.47 | 4.12 | 6.30 | 14.00 |
| Draw Down(%) | NA | 11.80 | 12.39 | 12.39 | NA | NA | NA | … | … | 7.34 | 12.39 | 10.57 | 5.66 | 2.21 | 7.00 | 8.36 | 3.70 | 7.75 | 4.69 |
| Yield(%) | 0.00 | 1.34 | 2.90 | 3.32 | 3.46 | 2.30 | 1.73 | … | … | 0.00 | 1.33 | 5.94 | 1.65 | 3.32 | 3.69 | 5.89 | 7.27 | 4.20 | 4.55 |
Data as of 02/18/2021, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRCFX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R6) |
0.52%
Jan 2013 – Jan 2016 |
1.56%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRCFX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS R6) |
5.32%
Feb 2016 – Feb 2019 |
5.80%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart