Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNDYX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS Y) | NA | 2.03% | 4.09% | 7.18% | 6.06% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNDYX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS Y) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.00 | 2.03 | 4.09 | 7.18 | 6.06 | NA | NA | … | … | -8.62 | 11.23 | 17.43 | -7.99 | 12.02 | 14.46 | -5.59 | 7.61 | 2.49 | 10.83 | 10.39 | 13.43 | 27.96 | -9.94 |
| Sharpe Ratio | NA | 0.10 | 0.25 | 0.53 | 0.55 | NA | NA | … | … | -1.64 | 0.73 | 2.62 | -1.08 | 2.09 | 0.90 | -0.66 | 1.26 | 0.27 | 1.15 | 1.34 | 1.86 | 1.14 | -0.68 |
| Standard Deviation(%) | NA | 18.54 | 12.26 | 12.08 | 10.36 | NA | NA | … | … | 31.01 | 15.07 | 6.12 | 8.65 | 5.47 | 15.83 | 8.47 | 6.05 | 9.05 | 9.43 | 7.70 | 7.16 | 24.35 | 53.65 |
| Draw Down(%) | NA | 22.26 | 23.34 | 23.34 | 23.34 | NA | NA | … | … | 11.35 | 23.34 | 3.29 | 10.71 | 3.70 | 11.14 | 12.51 | 5.54 | 11.15 | 5.36 | 5.33 | 5.22 | 25.84 | 25.18 |
| Yield(%) | 0.00 | 3.15 | 4.16 | 5.25 | 6.14 | 5.66 | 4.25 | … | … | 0.00 | 3.12 | 7.01 | 2.82 | 4.52 | 7.40 | 8.85 | 10.75 | 7.18 | 4.23 | 4.80 | 7.22 | 6.78 | 2.89 |
Data as of 02/18/2021, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDYX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS Y) |
0.30%
Mar 2017 – Mar 2020 |
1.58%
Mar 2015 – Mar 2020 |
5.42%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNDYX (INVESCO BALANCED-RISK RETIREMENT 2040 FUND CLASS Y) |
26.70%
Feb 2009 – Feb 2012 |
17.67%
Feb 2009 – Feb 2014 |
10.86%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart