Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNAFX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R6) | NA | 5.95% | 5.04% | 7.17% | NA | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNAFX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.95 | 5.95 | 5.04 | 7.17 | NA | NA | NA | … | … | -3.28 | 9.17 | 15.23 | -6.82 | 10.43 | 12.32 | -4.74 | 6.50 | 2.52 | 0.32 |
| Sharpe Ratio | NA | 0.42 | 0.44 | 0.66 | NA | NA | NA | … | … | -1.46 | 0.70 | 2.63 | -1.25 | 2.09 | 0.88 | -0.65 | 1.20 | 0.32 | 0.08 |
| Standard Deviation(%) | NA | 13.76 | 9.26 | 9.68 | NA | NA | NA | … | … | 15.88 | 12.73 | 5.25 | 6.51 | 4.71 | 13.83 | 7.36 | 5.39 | 7.86 | 15.57 |
| Draw Down(%) | NA | 19.22 | 20.23 | 20.23 | NA | NA | NA | … | … | 5.66 | 20.23 | 2.75 | 9.20 | 3.15 | 9.77 | 11.02 | 4.76 | 9.78 | 5.25 |
| Yield(%) | 0.00 | 4.30 | 3.96 | 4.62 | 4.29 | 2.86 | 2.15 | … | … | 0.00 | 4.26 | 5.41 | 2.44 | 3.41 | 6.24 | 7.91 | 9.19 | 4.51 | 4.44 |
Data as of 02/18/2021, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAFX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R6) |
0.52%
Jan 2013 – Jan 2016 |
1.51%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNAFX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R6) |
6.94%
Mar 2016 – Mar 2019 |
7.99%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart