Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VREAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS AX) | NA | 5.61% | 4.74% | 6.89% | 5.76% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VREAX (INVESCO BALANCED-RISK RETIREMENT 2030 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 (%) | -4.98 | 5.61 | 4.74 | 6.89 | 5.76 | NA | NA | … | … | -3.41 | 8.96 | 14.94 | -7.08 | 10.33 | 11.81 | -4.90 | 6.36 | 2.27 | 10.55 | 10.16 | -32.79 | 28.79 | 0.40 |
| Sharpe Ratio | NA | 0.40 | 0.41 | 0.63 | 0.61 | NA | NA | … | … | -1.50 | 0.68 | 2.56 | -1.29 | 2.07 | 0.83 | -0.67 | 1.21 | 0.28 | 1.11 | 1.31 | -0.73 | 1.15 | 0.04 |
| Standard Deviation(%) | NA | 13.79 | 9.26 | 9.71 | 8.77 | NA | NA | … | … | 15.98 | 12.72 | 5.29 | 6.52 | 4.71 | 13.90 | 7.42 | 5.26 | 7.95 | 9.56 | 7.71 | 44.86 | 24.88 | 52.06 |
| Draw Down(%) | NA | 19.24 | 20.16 | 20.16 | 20.16 | NA | NA | … | … | 5.70 | 20.16 | 2.77 | 9.36 | 3.28 | 9.83 | 11.17 | 4.79 | 9.73 | 5.48 | 5.35 | 43.75 | 24.01 | 24.50 |
| Yield(%) | 0.00 | 4.07 | 3.80 | 4.41 | 5.19 | 3.24 | 2.43 | … | … | 0.00 | 4.03 | 5.18 | 2.45 | 3.15 | 5.97 | 7.67 | 8.96 | 4.28 | 4.65 | 2.98 | 3.25 | 2.58 | 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 |
|---|---|---|---|---|
| VREAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS AX) |
-7.03%
Apr 2010 – Apr 2013 |
-2.62%
Apr 2010 – Apr 2015 |
-0.58%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VREAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS AX) |
9.35%
Jun 2011 – Jun 2014 |
7.82%
Jun 2010 – Jun 2015 |
6.19%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart