Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRERX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS RX) | NA | 5.38% | 4.48% | 6.65% | 5.50% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRERX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS RX) | 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 (%) | -5.03 | 5.38 | 4.48 | 6.65 | 5.50 | NA | NA | … | … | -3.45 | 8.63 | 14.66 | -7.24 | 9.98 | 11.73 | -5.09 | 5.90 | 2.04 | 10.26 | 9.96 | -33.30 | 28.83 | 0.30 |
| Sharpe Ratio | NA | 0.38 | 0.38 | 0.61 | 0.58 | NA | NA | … | … | -1.50 | 0.66 | 2.55 | -1.32 | 1.98 | 0.82 | -0.70 | 1.10 | 0.26 | 1.09 | 1.30 | -0.73 | 1.15 | 0.03 |
| Standard Deviation(%) | NA | 13.80 | 9.26 | 9.73 | 8.76 | NA | NA | … | … | 16.14 | 12.72 | 5.19 | 6.49 | 4.73 | 13.99 | 7.30 | 5.33 | 7.82 | 9.48 | 7.67 | 45.43 | 24.93 | 52.38 |
| Draw Down(%) | NA | 19.32 | 20.34 | 20.34 | 20.34 | NA | NA | … | … | 5.75 | 20.34 | 2.80 | 9.53 | 3.19 | 9.92 | 11.27 | 4.83 | 9.70 | 5.52 | 5.38 | 44.05 | 23.92 | 24.50 |
| Yield(%) | 0.00 | 3.82 | 3.64 | 4.20 | 4.96 | 3.08 | 2.31 | … | … | 0.00 | 3.78 | 4.95 | 2.46 | 2.89 | 5.72 | 7.47 | 8.74 | 4.06 | 4.46 | 2.75 | 3.10 | 2.40 | 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 |
|---|---|---|---|---|
| VRERX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS RX) |
-7.42%
Apr 2010 – Apr 2013 |
-3.00%
Apr 2010 – Apr 2015 |
-0.87%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRERX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS RX) |
9.09%
Jun 2011 – Jun 2014 |
7.52%
Jun 2010 – Jun 2015 |
5.94%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart