Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNARX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R) | NA | 5.37% | 4.48% | 6.65% | 5.50% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNARX (INVESCO BALANCED-RISK RETIREMENT 2030 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 (%) | -5.14 | 5.37 | 4.48 | 6.65 | 5.50 | NA | NA | … | … | -3.56 | 8.75 | 14.66 | -7.35 | 9.97 | 11.86 | -5.21 | 6.02 | 2.03 | 10.26 | 9.82 | 12.71 | 26.63 | -33.92 | 1.09 |
| Sharpe Ratio | NA | 0.38 | 0.38 | 0.60 | 0.58 | NA | NA | … | … | -1.54 | 0.67 | 2.55 | -1.33 | 1.99 | 0.82 | -0.72 | 1.12 | 0.25 | 1.09 | 1.27 | 1.76 | 1.26 | -1.24 | -0.14 |
| Standard Deviation(%) | NA | 13.81 | 9.27 | 9.76 | 8.79 | NA | NA | … | … | 16.09 | 12.74 | 5.19 | 6.54 | 4.71 | 14.07 | 7.33 | 5.36 | 7.94 | 9.43 | 7.73 | 7.19 | 21.06 | 28.06 | 12.75 |
| Draw Down(%) | NA | 19.21 | 20.23 | 20.23 | 20.23 | NA | NA | … | … | 5.75 | 20.23 | 2.79 | 9.53 | 3.30 | 9.92 | 11.16 | 4.83 | 9.79 | 5.52 | 5.38 | 5.22 | 23.11 | 43.72 | 8.74 |
| Yield(%) | 0.00 | 3.82 | 3.64 | 4.20 | 4.96 | 3.55 | 2.66 | … | … | 0.00 | 3.78 | 4.94 | 2.46 | 2.89 | 5.71 | 7.47 | 8.74 | 4.06 | 4.46 | 2.75 | 5.28 | 6.67 | 2.19 | 3.12 |
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 |
|---|---|---|---|---|
| TNARX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R) |
-6.51%
May 2007 – May 2010 |
0.45%
May 2007 – May 2012 |
2.64%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNARX (INVESCO BALANCED-RISK RETIREMENT 2030 FUND CLASS R) |
24.75%
Feb 2009 – Feb 2012 |
16.27%
Feb 2009 – Feb 2014 |
9.65%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart