Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRICX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS CX) | NA | -46.13% | -11.61% | -6.78% | -0.96% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRICX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS CX) | 10/29/2008 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -46.13 | -11.61 | -6.78 | -0.96 | NA | NA | … | … | 0.00 | -46.13 | 9.93 | 18.51 | -9.99 | 12.51 | 15.24 | -7.10 | 7.53 | 1.66 | 9.67 | 9.37 | -41.17 | 37.32 | 0.49 |
| Sharpe Ratio | NA | -0.75 | -0.33 | -0.26 | -0.06 | NA | NA | … | … | NA | -0.80 | 0.57 | 2.49 | -1.34 | 1.98 | 0.87 | -0.74 | 1.10 | 0.16 | 1.02 | 1.23 | -0.74 | 1.27 | 0.05 |
| Standard Deviation(%) | NA | 61.85 | 37.24 | 29.24 | 22.14 | NA | NA | … | … | NA | 76.91 | 16.98 | 6.88 | 8.46 | 6.04 | 17.13 | 9.60 | 6.83 | 10.18 | 9.52 | 7.58 | 55.67 | 29.29 | 57.80 |
| Draw Down(%) | NA | 46.13 | 46.13 | 46.13 | 46.13 | NA | NA | … | … | NA | 46.13 | 26.12 | 3.72 | 12.88 | 4.26 | 12.05 | 14.57 | 6.34 | 12.71 | 5.69 | 5.42 | 50.86 | 26.52 | 26.70 |
| Yield(%) | 0.00 | 0.00 | 2.35 | 2.77 | 4.88 | 3.27 | 2.45 | … | … | 0.00 | 0.00 | 0.00 | 7.16 | 3.03 | 3.97 | 8.01 | 8.85 | 10.41 | 7.03 | 3.97 | 1.93 | 2.76 | 4.41 | 0.00 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| VRICX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS CX) |
-14.63%
May 2018 – May 2021 |
-6.94%
Sep 2016 – Sep 2021 |
-2.20%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRICX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS CX) |
9.32%
Jun 2011 – Jun 2014 |
8.97%
Jan 2016 – Jan 2021 |
6.44%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart