Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS AX) | NA | -1.97% | 1.51% | 3.29% | 2.99% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS AX) | 10/29/2008 | 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 (%) | -8.65 | -1.97 | 1.51 | 3.29 | 2.99 | NA | NA | … | … | -7.68 | 6.06 | 9.50 | -3.59 | 6.00 | 6.75 | -2.81 | 3.32 | 1.34 | 6.22 | 6.06 | -24.17 | 18.46 | 2.14 |
| Sharpe Ratio | NA | -0.17 | 0.07 | 0.37 | 0.45 | NA | NA | … | … | -1.81 | 0.76 | 2.50 | -1.29 | 1.91 | 0.81 | -0.67 | 1.11 | 0.30 | 1.09 | 1.29 | -0.76 | 2.58 | 0.90 |
| Standard Deviation(%) | NA | 11.94 | 7.46 | 6.91 | 5.82 | NA | NA | … | … | 25.86 | 7.69 | 3.24 | 3.82 | 2.82 | 8.01 | 4.22 | 2.98 | 4.38 | 5.70 | 4.68 | 31.87 | 7.13 | 14.52 |
| Draw Down(%) | NA | 11.83 | 12.47 | 12.47 | 12.47 | NA | NA | … | … | 9.08 | 12.47 | 1.55 | 5.20 | 1.77 | 5.75 | 6.43 | 2.69 | 5.38 | 3.30 | 3.31 | 31.60 | 8.85 | 9.17 |
| Yield(%) | 0.00 | 2.62 | 3.72 | 4.01 | 3.88 | 2.58 | 1.93 | … | … | 0.00 | 2.61 | 5.95 | 2.92 | 3.54 | 4.88 | 4.72 | 4.88 | 3.08 | 3.59 | 3.08 | 2.54 | 1.73 | 0.00 |
Data as of 02/18/2021, Common starting date is 10/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS AX) |
-5.63%
Apr 2010 – Apr 2013 |
-2.52%
Apr 2010 – Apr 2015 |
-0.56%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRAX (INVESCO BALANCED-RISK RETIREMENT NOW FUND CLASS AX) |
5.52%
Jul 2010 – Jul 2013 |
4.97%
Jan 2016 – Jan 2021 |
3.86%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart