Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRCRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS RX) | NA | -0.52% | 2.43% | 4.31% | 4.21% | NA | NA | … | … |
Data as of 02/18/2021, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRCRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS RX) | 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 (%) | -7.01 | -0.52 | 2.43 | 4.31 | 4.21 | NA | NA | … | … | -6.02 | 5.60 | 11.56 | -4.33 | 6.88 | 8.53 | -3.98 | 4.55 | 1.73 | 9.58 | 9.49 | -28.02 | 26.06 | 0.80 |
| Sharpe Ratio | NA | -0.06 | 0.21 | 0.50 | 0.56 | NA | NA | … | … | -1.84 | 0.70 | 3.07 | -1.31 | 1.89 | 0.82 | -0.73 | 1.08 | 0.27 | 1.11 | 1.26 | -0.73 | 1.35 | 0.12 |
| Standard Deviation(%) | NA | 10.65 | 6.87 | 7.13 | 6.87 | NA | NA | … | … | 20.99 | 7.69 | 3.31 | 4.31 | 3.32 | 10.15 | 5.49 | 4.18 | 6.37 | 8.69 | 7.52 | 38.77 | 19.25 | 40.04 |
| Draw Down(%) | NA | 11.92 | 12.51 | 12.51 | 12.51 | NA | NA | … | … | 7.41 | 12.51 | 1.78 | 5.94 | 2.24 | 7.21 | 8.67 | 3.75 | 7.84 | 5.04 | 5.22 | 39.06 | 19.57 | 20.13 |
| Yield(%) | 0.00 | 0.76 | 2.92 | 3.13 | 4.09 | 2.75 | 2.07 | … | … | 0.00 | 0.75 | 6.61 | 1.66 | 2.81 | 3.18 | 5.38 | 6.79 | 3.70 | 4.55 | 3.80 | 3.38 | 2.13 | 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 |
|---|---|---|---|---|
| VRCRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS RX) |
-5.47%
Apr 2010 – Apr 2013 |
-2.15%
Apr 2010 – Apr 2015 |
-0.23%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRCRX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS RX) |
8.61%
Jul 2010 – Jul 2013 |
6.94%
Jun 2010 – Jun 2015 |
4.91%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart