Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRECX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS CX) | NA | 4.92% | 3.97% | 6.16% | 5.00% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRECX (INVESCO BALANCED-RISK RETIREMENT 2030 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 (%) | -5.09 | 4.92 | 3.97 | 6.16 | 5.00 | NA | NA | … | … | -3.49 | 8.08 | 14.21 | -7.85 | 9.48 | 11.32 | -5.66 | 5.39 | 1.64 | 9.71 | 9.37 | -33.54 | 28.22 | 0.20 |
| Sharpe Ratio | NA | 0.35 | 0.32 | 0.55 | 0.52 | NA | NA | … | … | -1.51 | 0.61 | 2.46 | -1.41 | 1.89 | 0.79 | -0.77 | 0.99 | 0.20 | 1.04 | 1.21 | -0.74 | 1.13 | 0.02 |
| Standard Deviation(%) | NA | 13.79 | 9.26 | 9.75 | 8.79 | NA | NA | … | … | 16.16 | 12.71 | 5.21 | 6.50 | 4.70 | 14.08 | 7.35 | 5.43 | 7.96 | 9.39 | 7.69 | 45.44 | 24.94 | 51.77 |
| Draw Down(%) | NA | 19.29 | 20.33 | 20.33 | 20.33 | NA | NA | … | … | 5.72 | 20.33 | 2.83 | 9.92 | 3.21 | 10.12 | 11.56 | 4.87 | 9.86 | 5.66 | 5.52 | 44.01 | 23.94 | 24.43 |
| Yield(%) | 0.00 | 3.57 | 3.38 | 3.80 | 4.52 | 2.80 | 2.10 | … | … | 0.00 | 3.54 | 4.39 | 2.48 | 2.37 | 5.14 | 6.98 | 8.26 | 3.56 | 4.00 | 2.26 | 2.82 | 2.25 | 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 |
|---|---|---|---|---|
| VRECX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS CX) |
-7.82%
Apr 2010 – Apr 2013 |
-3.44%
Apr 2010 – Apr 2015 |
-1.34%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRECX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS CX) |
8.55%
Jun 2011 – Jun 2014 |
6.99%
Jun 2010 – Jun 2015 |
5.42%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart