Advertisement
Advertisement
U.S. Markets close in 10 mins
Advertisement
Advertisement
Advertisement
Advertisement

Invesco Peak Retirement 2015 Fund Class R5 (PKTQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.87+0.02 (+0.20%)
As of 08:00PM EDT. Market open.
Advertisement

Performance Overview

Morningstar Return Rating
Year-to-Date Return3.84%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)14.35%
Worst 1 Yr Total Return (Feb 3, 2019)-3.41%
Best 3-Yr Total Return14.35%
Worst 3-Yr Total Return4.67%

Trailing Returns (%) Vs. Benchmarks

ReturnPKTQXCategory
YTD-8.30%5.24%
1-Month-4.47%0.74%
3-Month-6.47%3.92%
1-Year-5.35%17.09%
3-Year3.40%9.13%
5-Year0.00%8.26%
10-Year0.00%6.90%
Last Bull Market0.00%13.45%
Last Bear Market0.00%-10.49%

Annual Total Return (%) History

Year
PKTQXCategory
2021
N/AN/A
2020
3.84%10.75%
2019
14.35%15.45%
2018
-3.41%-3.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.46%N/AN/AN/A
2020-13.97%9.47%2.88%7.17%
20196.40%2.81%1.76%2.73%
2018-1.50%0.30%1.72%-3.89%

Rank In Category (By Total Return)

YTD5
1-Month98
3-Month98
1-Year39
3-Year98
5-YearN/A

Load Adjusted Returns

1-Year17.58%
3-Year7.37%
5-YearN/A
10-YearN/A
Advertisement
Advertisement