Other OTC - Delayed Quote • USD
Aim Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2015 Fund (PKTQX)
At close: February 2 at 3:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.23% |
| 5y Average Return | 2.11% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PKTQX | Category Average | PKTQX | Category Average | PKTQX | Category Average | |
| Alpha | -1.39 | 0 | -0.94 | 0 | -- | 0 |
| BETA | 0.8 | 0.01 | 0.75 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.09 | 0.01 | 0.22 | 0.01 | -- | 0.01 |
| R-squared | 93.67 | 0.96 | 91.94 | 0.96 | -- | 0.95 |
| Standard Deviation | 11.37 | 0.09 | 9.24 | 0.07 | -- | 0.07 |
| Sharpe Ratio | 2.71 | 0.01 | 4.79 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.54 | 0.11 | 1.22 | 0.1 | -- | 0.08 |
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