Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNECX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS C) | NA | -5.06% | 1.31% | 5.64% | 4.78% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNECX (INVESCO BALANCED-RISK RETIREMENT 2050 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 (%) | -16.75 | -5.06 | 1.31 | 5.64 | 4.78 | NA | NA | … | … | -15.82 | 12.17 | 18.50 | -9.99 | 12.36 | 15.39 | -7.11 | 7.40 | 1.65 | 9.66 | 9.36 | 12.71 | 26.96 | -37.99 | 0.10 |
| Sharpe Ratio | NA | -0.21 | 0.02 | 0.33 | 0.36 | NA | NA | … | … | -1.42 | 0.70 | 2.44 | -1.32 | 1.93 | 0.88 | -0.74 | 1.07 | 0.16 | 1.03 | 1.22 | 1.77 | 1.00 | -1.09 | -0.19 |
| Standard Deviation(%) | NA | 25.09 | 15.79 | 14.70 | 12.17 | NA | NA | … | … | 52.25 | 17.05 | 7.00 | 8.57 | 6.11 | 17.23 | 9.63 | 6.91 | 10.18 | 9.43 | 7.67 | 7.14 | 26.83 | 35.56 | 15.39 |
| Draw Down(%) | NA | 25.03 | 26.22 | 26.22 | 26.22 | NA | NA | … | … | 18.36 | 26.22 | 3.72 | 12.88 | 4.26 | 12.16 | 14.56 | 6.23 | 12.80 | 5.58 | 5.42 | 5.15 | 27.74 | 49.39 | 10.16 |
| Yield(%) | 0.00 | 4.32 | 4.61 | 5.60 | 5.90 | 3.79 | 2.84 | … | … | 0.00 | 4.26 | 7.15 | 3.03 | 3.97 | 8.01 | 8.85 | 10.40 | 7.02 | 3.97 | 1.93 | 5.73 | 5.63 | 2.06 | 3.42 |
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 |
|---|---|---|---|---|
| TNECX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS C) |
-8.66%
May 2007 – May 2010 |
-1.13%
May 2007 – May 2012 |
2.05%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNECX (INVESCO BALANCED-RISK RETIREMENT 2050 FUND CLASS C) |
26.43%
Feb 2009 – Feb 2012 |
17.14%
Feb 2009 – Feb 2014 |
10.36%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart