Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRGAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS AX) | NA | 2.18% | 3.95% | 6.97% | 5.82% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRGAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS AX) | 10/24/2008 | 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 (%) | -9.64 | 2.18 | 3.95 | 6.97 | 5.82 | NA | NA | … | … | -8.34 | 10.91 | 17.27 | -8.28 | 11.79 | 14.08 | -5.77 | 7.23 | 2.34 | 10.51 | 10.17 | -38.14 | 34.90 | 6.93 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.52 | 0.53 | NA | NA | … | … | -1.68 | 0.71 | 2.63 | -1.12 | 2.05 | 0.87 | -0.69 | 1.18 | 0.25 | 1.12 | 1.32 | -0.71 | 1.18 | 0.72 |
| Standard Deviation(%) | NA | 18.18 | 12.06 | 11.98 | 10.31 | NA | NA | … | … | 29.65 | 14.98 | 6.03 | 8.61 | 5.48 | 15.91 | 8.42 | 6.12 | 9.09 | 9.46 | 7.71 | 54.20 | 29.41 | 61.26 |
| Draw Down(%) | NA | 22.28 | 23.36 | 23.36 | 23.36 | NA | NA | … | … | 11.00 | 23.36 | 3.31 | 10.88 | 3.72 | 11.19 | 12.57 | 5.56 | 11.29 | 5.48 | 5.47 | 48.62 | 27.35 | 26.46 |
| Yield(%) | 0.00 | 3.17 | 4.09 | 5.09 | 5.94 | 3.80 | 2.85 | … | … | 0.00 | 3.14 | 6.77 | 2.83 | 4.27 | 7.14 | 8.58 | 10.52 | 6.94 | 4.03 | 4.56 | 3.78 | 2.94 | 0.00 |
Data as of 02/18/2021, Common starting date is 10/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS AX) |
-9.56%
Apr 2010 – Apr 2013 |
-4.02%
Apr 2010 – Apr 2015 |
-1.28%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGAX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS AX) |
9.75%
Jun 2011 – Jun 2014 |
9.00%
Jan 2016 – Jan 2021 |
6.82%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart