Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRGCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS CX) | NA | 3.21% | 4.31% | 6.93% | 5.40% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRGCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS CX) | 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 (%) | -8.11 | 3.21 | 4.31 | 6.93 | 5.40 | NA | NA | … | … | -6.87 | 10.24 | 18.08 | -9.01 | 10.96 | 13.56 | -6.41 | 6.40 | 1.54 | 9.68 | 9.39 | -38.89 | 34.40 | 6.72 |
| Sharpe Ratio | NA | 0.18 | 0.29 | 0.53 | 0.49 | NA | NA | … | … | -1.72 | 0.66 | 2.68 | -1.22 | 1.91 | 0.84 | -0.76 | 1.03 | 0.17 | 1.02 | 1.22 | -0.71 | 1.17 | 0.70 |
| Standard Deviation(%) | NA | 17.33 | 11.65 | 11.72 | 10.16 | NA | NA | … | … | 25.04 | 15.06 | 6.21 | 8.51 | 5.44 | 15.88 | 8.50 | 6.21 | 8.97 | 9.54 | 7.64 | 54.84 | 29.32 | 61.08 |
| Draw Down(%) | NA | 22.38 | 23.48 | 23.48 | 23.48 | NA | NA | … | … | 9.54 | 23.48 | 3.07 | 11.51 | 3.78 | 11.28 | 13.00 | 5.55 | 11.25 | 5.68 | 5.42 | 48.89 | 27.28 | 26.39 |
| Yield(%) | 0.00 | 3.25 | 4.38 | 4.98 | 5.51 | 3.47 | 2.60 | … | … | 0.00 | 3.21 | 7.69 | 2.86 | 3.51 | 6.37 | 7.90 | 9.85 | 6.20 | 3.39 | 3.88 | 3.41 | 2.58 | 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 |
|---|---|---|---|---|
| VRGCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS CX) |
-10.37%
Apr 2010 – Apr 2013 |
-4.81%
Apr 2010 – Apr 2015 |
-1.88%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGCX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS CX) |
8.93%
Jun 2011 – Jun 2014 |
8.56%
Jan 2016 – Jan 2021 |
6.21%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart