Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTBX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS B) | NA | 6.54% | 3.07% | 2.96% | 3.65% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTBX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS B) | 02/02/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 6.54 | 3.07 | 2.96 | 3.65 | NA | NA | … | … | 1.00 | 6.46 | 8.01 | -4.47 | 4.03 | 1.18 | 8.94 | 9.04 | 12.31 | 21.45 | -28.01 | 1.17 |
| Sharpe Ratio | NA | 1.81 | 0.40 | 0.43 | 0.35 | NA | NA | … | … | 5.59 | 1.76 | 0.77 | -0.81 | 0.96 | 0.18 | 1.03 | 1.22 | 1.71 | 1.39 | -1.45 | -0.18 |
| Standard Deviation(%) | NA | 3.24 | 6.92 | 6.34 | 10.05 | NA | NA | … | … | 2.51 | 3.32 | 10.10 | 5.56 | 4.19 | 6.35 | 8.67 | 7.37 | 7.14 | 15.39 | 19.93 | 9.41 |
| Draw Down(%) | NA | 2.37 | 10.72 | 10.72 | 38.79 | NA | NA | … | … | 0.22 | 2.37 | 7.28 | 8.96 | 3.79 | 7.91 | 5.09 | 5.17 | 5.12 | 17.64 | 35.69 | 6.64 |
| Yield(%) | 0.00 | 2.24 | 3.08 | 3.62 | 3.67 | 2.47 | 1.85 | … | … | 0.00 | 2.26 | 2.62 | 4.85 | 6.29 | 3.17 | 4.11 | 3.33 | 4.82 | 6.71 | 2.42 | 2.63 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| AFTBX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS B) |
-4.67%
May 2007 – May 2010 |
1.34%
May 2007 – May 2012 |
2.35%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTBX (INVESCO BALANCED-RISK RETIREMENT 2020 FUND CLASS B) |
20.96%
Feb 2009 – Feb 2012 |
13.60%
Feb 2009 – Feb 2014 |
3.04%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart