Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS A) | NA | -1.96% | 1.51% | 3.26% | 3.00% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS A) | 02/02/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.64 | -1.96 | 1.51 | 3.26 | 3.00 | NA | NA | … | … | -7.67 | 5.93 | 9.63 | -3.70 | 6.12 | 6.73 | -2.81 | 3.32 | 1.33 | 6.21 | 6.18 | 8.18 | 14.83 | -17.44 | 3.28 |
| Sharpe Ratio | NA | -0.17 | 0.07 | 0.36 | 0.45 | NA | NA | … | … | -1.81 | 0.74 | 2.58 | -1.33 | 1.94 | 0.81 | -0.67 | 1.09 | 0.30 | 1.09 | 1.33 | 1.85 | 1.78 | -1.68 | 0.12 |
| Standard Deviation(%) | NA | 11.87 | 7.41 | 6.89 | 5.81 | NA | NA | … | … | 25.82 | 7.63 | 3.18 | 3.78 | 2.84 | 8.04 | 4.23 | 3.04 | 4.40 | 5.69 | 4.61 | 4.38 | 8.27 | 10.89 | 5.33 |
| Draw Down(%) | NA | 11.81 | 12.45 | 12.45 | 12.45 | NA | NA | … | … | 9.07 | 12.45 | 1.55 | 5.20 | 1.77 | 5.74 | 6.42 | 2.68 | 5.38 | 3.30 | 3.31 | 3.13 | 10.03 | 22.42 | 3.59 |
| Yield(%) | 0.00 | 2.62 | 3.72 | 4.00 | 3.88 | 3.47 | 2.60 | … | … | 0.00 | 2.60 | 5.96 | 2.92 | 3.54 | 4.88 | 4.71 | 4.87 | 3.08 | 3.59 | 3.08 | 3.82 | 6.06 | 5.50 | 5.83 |
Data as of 02/18/2021, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS A) |
-1.17%
May 2007 – May 2010 |
1.11%
Mar 2015 – Mar 2020 |
2.50%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS A) |
13.51%
Feb 2009 – Feb 2012 |
9.08%
Feb 2009 – Feb 2014 |
5.64%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart