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AFTAX: INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2007 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 1.06% |
| Expenses | 0.86% |
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Performance Analytics (As of 02/18/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2007 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.0 | -0.2 | 2.1 | 4.2 | 4.3 | 3.2 | -6.0 | 5.9 | 10.0 | -4.2 | 7.2 | 8.8 | -3.8 | 4.8 | 2.0 | 9.9 | 9.8 | 13.1 | 22.5 | -27.5 | 1.9 |
| Sharpe Ratio | NA | -0.03 | 0.16 | 0.48 | 0.57 | 0.28 | -1.85 | 0.73 | 2.61 | -1.3 | 1.93 | 0.85 | -0.69 | 1.16 | 0.31 | 1.14 | 1.32 | 1.84 | 1.45 | -1.42 | -0.11 |
| Draw Down(%) | NA | 11.8 | 12.5 | 12.5 | 12.5 | 41.5 | 7.4 | 12.5 | 1.8 | 5.8 | 2.2 | 7.1 | 8.4 | 3.7 | 7.8 | 4.9 | 5.1 | 5.2 | 17.7 | 35.3 | 6.6 |
| Standard Deviation(%) | NA | 10.6 | 6.8 | 7.1 | 6.8 | 9.4 | 20.8 | 7.7 | 3.3 | 4.3 | 3.4 | 10.0 | 5.5 | 4.1 | 6.4 | 8.7 | 7.4 | 7.1 | 15.4 | 20.1 | 9.5 |
| Treynor Ratio | NA | -0.01 | 0.28 | 0.75 | 0.51 | 0.11 | -0.6 | 0.17 | 11.19 | -1.21 | 0.13 | 0.26 | -0.09 | 0.17 | 0.04 | 0.24 | 0.52 | 0.39 | 0.29 | -0.41 | -0.01 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.23 | 0.01 | 0.03 | -0.02 | 0.0 | 0.03 | -0.01 | 0.01 | -0.02 | 0.02 | 0.04 | 0.03 | 0.02 | -0.04 | -0.01 |
| Beta | NA | 0.34 | 0.04 | 0.05 | 0.08 | 0.24 | 0.64 | 0.33 | 0.01 | 0.05 | 0.52 | 0.33 | 0.42 | 0.28 | 0.55 | 0.41 | 0.19 | 0.33 | 0.78 | 0.7 | 0.79 |
| RSquared | NA | 0.29 | 0.04 | 0.03 | 0.05 | 0.25 | 0.04 | 0.52 | 0.01 | 0.06 | 0.3 | 0.07 | 0.41 | 0.19 | 0.38 | 0.15 | 0.15 | 0.33 | 0.92 | 0.95 | 0.95 |
| Yield(%) | N/A | 1.1 | 2.6 | 3.0 | 4.2 | N/A | 0.0 | 1.1 | 5.4 | 1.7 | 3.1 | 3.4 | 5.6 | 7.0 | 4.0 | 4.8 | 4.0 | 5.5 | 7.4 | 2.9 | 2.9 |
| Dividend Growth(%) | N/A | -79.6 | -33.5 | -46.1 | N/A | N/A | -100.0 | -79.6 | 207.9 | -43.7 | -5.3 | -45.2 | -21.4 | 72.8 | -12.7 | 25.1 | -22.4 | -13.6 | 81.1 | -3.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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