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IANAX: INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2007 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 2.62% |
| Expenses | 0.84% |
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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(%) | -8.6 | -2.0 | 1.5 | 3.3 | 3.0 | 2.5 | -7.7 | 5.9 | 9.6 | -3.7 | 6.1 | 6.7 | -2.8 | 3.3 | 1.3 | 6.2 | 6.2 | 8.2 | 14.8 | -17.4 | 3.3 |
| Sharpe Ratio | NA | -0.17 | 0.07 | 0.36 | 0.45 | 0.31 | -1.81 | 0.74 | 2.58 | -1.33 | 1.94 | 0.81 | -0.67 | 1.09 | 0.3 | 1.09 | 1.33 | 1.85 | 1.78 | -1.68 | 0.12 |
| Draw Down(%) | NA | 11.8 | 12.5 | 12.5 | 12.5 | 26.1 | 9.1 | 12.5 | 1.5 | 5.2 | 1.8 | 5.7 | 6.4 | 2.7 | 5.4 | 3.3 | 3.3 | 3.1 | 10.0 | 22.4 | 3.6 |
| Standard Deviation(%) | NA | 11.9 | 7.4 | 6.9 | 5.8 | 6.4 | 25.8 | 7.6 | 3.2 | 3.8 | 2.8 | 8.0 | 4.2 | 3.0 | 4.4 | 5.7 | 4.6 | 4.4 | 8.3 | 10.9 | 5.3 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.04 | 0.04 | 0.03 | -0.31 | 0.09 | 0.14 | -0.13 | 0.11 | 0.15 | -0.05 | 0.07 | 0.02 | 0.1 | 0.17 | 0.17 | 0.16 | -0.21 | 0.01 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | -0.01 | -0.28 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.02 | -0.02 | 0.0 |
| Beta | NA | 0.66 | 0.65 | 0.63 | 0.6 | 0.74 | 1.49 | 0.64 | 0.57 | 0.39 | 0.49 | 0.44 | 0.52 | 0.44 | 0.55 | 0.62 | 0.37 | 0.47 | 0.9 | 0.88 | 0.83 |
| RSquared | NA | 0.3 | 0.32 | 0.25 | 0.26 | 0.47 | 0.07 | 0.64 | 0.38 | 0.26 | 0.23 | 0.06 | 0.36 | 0.24 | 0.3 | 0.18 | 0.24 | 0.35 | 0.83 | 0.86 | 0.68 |
| Yield(%) | N/A | 2.6 | 3.7 | 4.0 | 3.9 | N/A | 0.0 | 2.6 | 6.0 | 2.9 | 3.5 | 4.9 | 4.7 | 4.9 | 3.1 | 3.6 | 3.1 | 3.8 | 6.1 | 5.5 | 5.8 |
| Dividend Growth(%) | N/A | -54.7 | -15.0 | -5.3 | N/A | N/A | -100.0 | -54.7 | 91.2 | -15.5 | -25.7 | -4.8 | -4.6 | 54.6 | -11.9 | 20.0 | -16.1 | -31.6 | -14.0 | -8.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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