Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNAAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS A) | NA | 5.61% | 4.75% | 6.90% | 5.77% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNAAX (INVESCO BALANCED-RISK RETIREMENT 2030 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 (%) | -5.09 | 5.61 | 4.75 | 6.90 | 5.77 | NA | NA | … | … | -3.42 | 8.97 | 14.96 | -7.09 | 10.21 | 12.10 | -5.03 | 6.25 | 2.28 | 10.55 | 10.16 | 13.76 | 26.76 | -33.64 | 1.29 |
| Sharpe Ratio | NA | 0.40 | 0.41 | 0.63 | 0.61 | NA | NA | … | … | -1.50 | 0.68 | 2.58 | -1.30 | 2.04 | 0.85 | -0.70 | 1.16 | 0.28 | 1.12 | 1.33 | 1.92 | 1.27 | -1.23 | -0.12 |
| Standard Deviation(%) | NA | 13.82 | 9.26 | 9.71 | 8.75 | NA | NA | … | … | 16.00 | 12.75 | 5.25 | 6.48 | 4.71 | 13.91 | 7.26 | 5.37 | 7.96 | 9.45 | 7.61 | 7.10 | 21.01 | 28.12 | 12.67 |
| Draw Down(%) | NA | 19.26 | 20.18 | 20.18 | 20.18 | NA | NA | … | … | 5.71 | 20.18 | 2.77 | 9.37 | 3.17 | 9.84 | 11.09 | 4.79 | 9.83 | 5.48 | 5.35 | 5.21 | 22.92 | 43.58 | 8.72 |
| Yield(%) | 0.00 | 4.07 | 3.81 | 4.41 | 5.19 | 3.75 | 2.81 | … | … | 0.00 | 4.03 | 5.18 | 2.45 | 3.16 | 5.98 | 7.69 | 8.96 | 4.28 | 4.65 | 2.98 | 6.13 | 6.87 | 2.33 | 3.23 |
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 |
|---|---|---|---|---|
| TNAAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS A) |
-6.03%
May 2007 – May 2010 |
0.85%
May 2007 – May 2012 |
2.96%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAAX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS A) |
25.40%
Feb 2009 – Feb 2012 |
16.73%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart