Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IANRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R) | NA | -2.32% | 1.23% | 2.98% | 2.72% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IANRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R) | 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 (%) | -8.80 | -2.32 | 1.23 | 2.98 | 2.72 | NA | NA | … | … | -7.81 | 5.70 | 9.22 | -3.81 | 5.83 | 6.37 | -3.09 | 3.02 | 1.13 | 5.99 | 5.81 | 8.03 | 14.38 | -17.66 | 3.01 |
| Sharpe Ratio | NA | -0.20 | 0.03 | 0.32 | 0.40 | NA | NA | … | … | -1.82 | 0.71 | 2.40 | -1.34 | 1.88 | 0.75 | -0.75 | 1.00 | 0.25 | 1.04 | 1.23 | 1.82 | 1.70 | -1.70 | 0.06 |
| Standard Deviation(%) | NA | 11.91 | 7.46 | 6.93 | 5.84 | NA | NA | … | … | 25.97 | 7.63 | 3.25 | 3.83 | 2.78 | 8.14 | 4.15 | 3.01 | 4.37 | 5.73 | 4.68 | 4.36 | 8.41 | 10.89 | 5.41 |
| Draw Down(%) | NA | 11.76 | 12.41 | 12.41 | 12.41 | NA | NA | … | … | 9.23 | 12.41 | 1.57 | 5.33 | 1.91 | 5.80 | 6.57 | 2.70 | 5.29 | 3.42 | 3.31 | 3.13 | 10.03 | 22.57 | 3.59 |
| Yield(%) | 0.00 | 2.58 | 3.67 | 3.93 | 3.76 | 3.34 | 2.50 | … | … | 0.00 | 2.57 | 5.89 | 2.89 | 3.47 | 4.75 | 4.59 | 4.81 | 2.88 | 3.47 | 2.96 | 3.79 | 5.53 | 5.26 | 5.56 |
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 |
|---|---|---|---|---|
| IANRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R) |
-1.47%
May 2007 – May 2010 |
0.85%
Mar 2015 – Mar 2020 |
2.22%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IANRX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS R) |
13.18%
Feb 2009 – Feb 2012 |
8.78%
Feb 2009 – Feb 2014 |
5.34%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart