Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNABX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS B) | NA | 9.77% | 4.64% | 4.31% | 4.15% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNABX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS B) | 02/02/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 9.77 | 4.64 | 4.31 | 4.15 | NA | NA | … | … | 1.62 | 9.35 | 11.32 | -5.77 | 5.51 | 1.52 | 9.70 | 9.36 | 12.92 | 25.87 | -34.17 | 0.81 |
| Sharpe Ratio | NA | 1.98 | 0.45 | 0.48 | 0.31 | NA | NA | … | … | 7.14 | 1.86 | 0.78 | -0.79 | 1.05 | 0.19 | 1.03 | 1.21 | 1.79 | 1.23 | -1.25 | -0.16 |
| Standard Deviation(%) | NA | 4.59 | 9.57 | 8.54 | 13.33 | NA | NA | … | … | 3.41 | 4.70 | 14.13 | 7.32 | 5.26 | 7.90 | 9.45 | 7.71 | 7.18 | 21.01 | 28.00 | 12.82 |
| Draw Down(%) | NA | 3.33 | 13.99 | 13.99 | 46.92 | NA | NA | … | … | 0.23 | 3.33 | 10.00 | 11.55 | 4.96 | 9.85 | 5.65 | 5.52 | 5.24 | 23.15 | 43.97 | 8.75 |
| Yield(%) | 0.00 | 2.34 | 4.45 | 4.86 | 4.10 | 2.69 | 2.02 | … | … | 0.00 | 2.37 | 5.14 | 6.97 | 8.25 | 3.56 | 4.00 | 2.26 | 5.54 | 6.24 | 1.88 | 2.86 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| TNABX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS B) |
-6.68%
May 2007 – May 2010 |
0.15%
May 2007 – May 2012 |
2.21%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNABX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS B) |
24.48%
Feb 2009 – Feb 2012 |
15.86%
Feb 2009 – Feb 2014 |
3.27%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart