Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRIRX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS RX) | NA | -5.41% | 1.53% | 5.97% | 5.21% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRIRX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS RX) | 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 (%) | -17.47 | -5.41 | 1.53 | 5.97 | 5.21 | NA | NA | … | … | -16.46 | 12.78 | 19.12 | -9.64 | 13.10 | 15.63 | -6.62 | 8.08 | 2.06 | 10.30 | 9.84 | -40.55 | 37.06 | 0.49 |
| Sharpe Ratio | NA | -0.21 | 0.03 | 0.35 | 0.39 | NA | NA | … | … | -1.39 | 0.74 | 2.59 | -1.28 | 2.05 | 0.89 | -0.70 | 1.17 | 0.20 | 1.10 | 1.28 | -0.73 | 1.26 | 0.05 |
| Standard Deviation(%) | NA | 25.67 | 16.08 | 14.87 | 12.26 | NA | NA | … | … | 54.66 | 16.97 | 6.85 | 8.54 | 6.12 | 17.19 | 9.54 | 6.90 | 10.05 | 9.41 | 7.68 | 55.37 | 29.39 | 58.12 |
| Draw Down(%) | NA | 25.03 | 26.10 | 26.10 | 26.10 | NA | NA | … | … | 19.03 | 26.10 | 3.66 | 12.38 | 4.34 | 12.03 | 14.30 | 6.17 | 12.69 | 5.42 | 5.38 | 50.65 | 26.59 | 26.70 |
| Yield(%) | 0.00 | 4.25 | 4.74 | 5.89 | 6.28 | 3.70 | 2.77 | … | … | 0.00 | 4.20 | 7.63 | 3.00 | 4.48 | 8.47 | 9.32 | 10.81 | 7.50 | 4.38 | 2.30 | 3.03 | 4.39 | 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 |
|---|---|---|---|---|
| VRIRX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS RX) |
-10.81%
Apr 2010 – Apr 2013 |
-4.67%
Apr 2010 – Apr 2015 |
-1.69%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRIRX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS RX) |
9.89%
Jun 2011 – Jun 2014 |
9.97%
Jan 2016 – Jan 2021 |
7.19%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart