Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNACX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS C) | NA | 4.80% | 3.97% | 6.14% | 4.98% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNACX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS C) | 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 (%) | -5.10 | 4.80 | 3.97 | 6.14 | 4.98 | NA | NA | … | … | -3.60 | 8.20 | 14.08 | -7.74 | 9.35 | 11.32 | -5.66 | 5.51 | 1.52 | 9.71 | 9.37 | 12.74 | 25.87 | -34.17 | 0.81 |
| Sharpe Ratio | NA | 0.34 | 0.32 | 0.55 | 0.52 | NA | NA | … | … | -1.54 | 0.62 | 2.41 | -1.38 | 1.83 | 0.79 | -0.78 | 1.01 | 0.19 | 1.04 | 1.21 | 1.76 | 1.22 | -1.24 | -0.16 |
| Standard Deviation(%) | NA | 13.87 | 9.32 | 9.80 | 8.81 | NA | NA | … | … | 16.33 | 12.77 | 5.26 | 6.56 | 4.79 | 14.07 | 7.32 | 5.42 | 7.96 | 9.41 | 7.72 | 7.19 | 21.08 | 28.27 | 12.73 |
| Draw Down(%) | NA | 19.29 | 20.33 | 20.33 | 20.33 | NA | NA | … | … | 5.83 | 20.33 | 2.83 | 9.93 | 3.33 | 10.12 | 11.56 | 4.87 | 9.86 | 5.66 | 5.52 | 5.37 | 23.11 | 43.97 | 8.75 |
| Yield(%) | 0.00 | 3.57 | 3.39 | 3.80 | 4.52 | 3.25 | 2.44 | … | … | 0.00 | 3.54 | 4.39 | 2.48 | 2.37 | 5.15 | 6.98 | 8.26 | 3.56 | 4.00 | 2.26 | 5.50 | 6.23 | 1.88 | 2.86 |
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 |
|---|---|---|---|---|
| TNACX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS C) |
-6.73%
May 2007 – May 2010 |
0.12%
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 |
|---|---|---|---|---|
| TNACX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS C) |
24.43%
Feb 2009 – Feb 2012 |
15.83%
Feb 2009 – Feb 2014 |
9.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart