Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRGRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS RX) | NA | 2.48% | 4.17% | 7.02% | 5.72% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRGRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS RX) | 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 (%) | -9.13 | 2.48 | 4.17 | 7.02 | 5.72 | NA | NA | … | … | -7.93 | 10.73 | 17.88 | -8.44 | 11.58 | 13.68 | -5.92 | 6.99 | 2.09 | 10.20 | 10.09 | -38.45 | 34.73 | 6.82 |
| Sharpe Ratio | NA | 0.13 | 0.27 | 0.53 | 0.52 | NA | NA | … | … | -1.71 | 0.70 | 2.68 | -1.15 | 2.04 | 0.85 | -0.71 | 1.14 | 0.23 | 1.09 | 1.31 | -0.71 | 1.18 | 0.71 |
| Standard Deviation(%) | NA | 17.89 | 11.92 | 11.85 | 10.22 | NA | NA | … | … | 28.06 | 15.02 | 6.15 | 8.49 | 5.38 | 15.78 | 8.41 | 6.13 | 8.99 | 9.42 | 7.70 | 54.64 | 29.37 | 61.07 |
| Draw Down(%) | NA | 22.19 | 23.28 | 23.28 | 23.28 | NA | NA | … | … | 10.41 | 23.28 | 3.14 | 11.17 | 3.74 | 11.14 | 12.85 | 5.48 | 11.23 | 5.51 | 5.49 | 48.73 | 27.35 | 26.46 |
| Yield(%) | 0.00 | 3.19 | 4.29 | 5.13 | 5.83 | 3.70 | 2.78 | … | … | 0.00 | 3.16 | 7.42 | 2.84 | 4.02 | 6.88 | 8.35 | 10.28 | 6.69 | 3.82 | 4.34 | 3.66 | 2.74 | 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 |
|---|---|---|---|---|
| VRGRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS RX) |
-9.80%
Apr 2010 – Apr 2013 |
-4.27%
Apr 2010 – Apr 2015 |
-1.43%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRGRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS RX) |
9.49%
Jun 2011 – Jun 2014 |
8.92%
Jan 2016 – Jan 2021 |
6.65%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart