Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R) | NA | 2.34% | 3.85% | 6.85% | 5.63% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R) | 02/05/2007 | 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 (%) | -9.25 | 2.34 | 3.85 | 6.85 | 5.63 | NA | NA | … | … | -7.94 | 10.74 | 16.79 | -8.44 | 11.43 | 14.00 | -5.94 | 7.00 | 1.97 | 10.34 | 9.95 | 12.70 | 27.47 | -36.28 | 0.99 |
| Sharpe Ratio | NA | 0.12 | 0.24 | 0.51 | 0.51 | NA | NA | … | … | -1.69 | 0.70 | 2.48 | -1.15 | 2.02 | 0.87 | -0.70 | 1.15 | 0.21 | 1.10 | 1.29 | 1.76 | 1.13 | -1.15 | -0.13 |
| Standard Deviation(%) | NA | 17.94 | 11.94 | 11.86 | 10.24 | NA | NA | … | … | 28.43 | 14.99 | 6.19 | 8.47 | 5.37 | 15.80 | 8.47 | 6.09 | 9.10 | 9.46 | 7.69 | 7.17 | 24.20 | 32.25 | 14.40 |
| Draw Down(%) | NA | 22.32 | 23.41 | 23.41 | 23.41 | NA | NA | … | … | 10.53 | 23.41 | 3.33 | 11.17 | 3.74 | 11.15 | 12.87 | 5.49 | 11.24 | 5.51 | 5.49 | 5.24 | 25.92 | 46.95 | 9.53 |
| Yield(%) | 0.00 | 3.19 | 4.02 | 4.95 | 5.75 | 3.89 | 2.92 | … | … | 0.00 | 3.16 | 6.53 | 2.84 | 4.02 | 6.88 | 8.36 | 10.29 | 6.70 | 3.82 | 4.34 | 6.77 | 6.40 | 1.90 | 3.51 |
Data as of 02/18/2021, Common starting date is 02/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R) |
-7.55%
May 2007 – May 2010 |
-0.20%
May 2007 – May 2012 |
2.54%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDRX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS R) |
26.06%
Feb 2009 – Feb 2012 |
17.06%
Feb 2009 – Feb 2014 |
10.31%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart