Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRIAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS AX) | NA | -5.64% | 1.59% | 6.11% | 5.40% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRIAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS AX) | 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 (%) | -17.86 | -5.64 | 1.59 | 6.11 | 5.40 | NA | NA | … | … | -16.87 | 13.06 | 19.39 | -9.33 | 13.30 | 15.82 | -6.32 | 8.29 | 2.30 | 10.59 | 10.16 | -40.27 | 37.37 | 0.49 |
| Sharpe Ratio | NA | -0.22 | 0.04 | 0.36 | 0.41 | NA | NA | … | … | -1.37 | 0.75 | 2.62 | -1.26 | 2.06 | 0.91 | -0.66 | 1.20 | 0.22 | 1.12 | 1.31 | -0.73 | 1.27 | 0.05 |
| Standard Deviation(%) | NA | 26.03 | 16.26 | 14.97 | 12.34 | NA | NA | … | … | 55.98 | 16.97 | 6.86 | 8.49 | 6.17 | 17.08 | 9.64 | 6.91 | 10.15 | 9.47 | 7.72 | 55.04 | 29.33 | 58.15 |
| Draw Down(%) | NA | 24.93 | 26.09 | 26.09 | 26.09 | NA | NA | … | … | 19.39 | 26.09 | 3.63 | 12.30 | 4.31 | 11.93 | 14.20 | 6.13 | 12.73 | 5.39 | 5.46 | 50.48 | 26.59 | 26.70 |
| Yield(%) | 0.00 | 4.21 | 4.80 | 6.03 | 6.45 | 3.83 | 2.87 | … | … | 0.00 | 4.16 | 7.85 | 2.98 | 4.72 | 8.70 | 9.52 | 10.99 | 7.71 | 4.57 | 2.50 | 3.15 | 4.69 | 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 |
|---|---|---|---|---|
| VRIAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS AX) |
-10.50%
Apr 2010 – Apr 2013 |
-4.39%
Apr 2010 – Apr 2015 |
-1.41%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRIAX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS AX) |
10.15%
Jun 2011 – Jun 2014 |
10.22%
Jan 2016 – Jan 2021 |
7.44%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart