Other OTC - Delayed Quote • USD
Aim Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2040 Fund (PKKGX)
At close: February 2 at 3:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.21% |
| 5y Average Return | 2.24% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 23, 2023) | 19.61% |
| Worst 1Y Total Return (Jan 23, 2023) | -- |
| Best 3Y Total Return | 19.61% |
| Worst 3Y Total Return | 1.42% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PKKGX
Category
- YTD
- 0.21%
- 10.80%
- 1-Month
- -0.58%
- 1.06%
- 3-Month
- 4.12%
- 6.14%
- 1-Year
- -12.34%
- 33.59%
- 3-Year
- 1.07%
- 12.99%
- 5-Year
- 2.24%
- 12.87%
- 10-Year
- 0.00%
- 9.72%
- Last Bull Market
- 27.81%
- 19.05%
- Last Bear Market
- -12.57%
- -17.54%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | -22.85% |
| 3-Year | -0.48% |
| 5-Year | 1.70% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.21% |
| 5y Average Return | 2.24% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Invesco |
| Net Assets | 16.72M |
| YTD Return | 0.21% |
| Yield | 1.74% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2017 |
Fund Summary
The fund is designed for investors expecting to retire and/or begin withdrawing funds around the target retirement date. It invests in some combination of underlying mutual funds, exchange-traded funds or other pooled investment vehicles (collectively, the underlying funds), which are advised by Invesco, Invesco Capital or other unaffiliated advisers and are either actively or passively managed. The underlying funds provide exposure to the following asset classes: U.S. equity; international equity; fixed income; alternatives; and cash.
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