Invesco Balanced-Risk Retirement 2020 Fund R5 ClassAFTSX

9.99
0.01 / 0.10%
9.28 - 9.99+1.14
NAV in USDNAV change52-week range3-yr sharpe ratio

As of market close Aug 29 2014.

Trailing total returns

5 years3 years1 year6 months3 months1 month
Invesco Balanced-Risk Retirement 2020 Fund R5 Class
Fund
+9.78%+6.89%+7.62%+5.13%+2.93%-0.40%
Target Date 2016-2020
Morningstar category
+9.88%+7.52%+9.34%+5.05%+1.64%-1.25%
Barclays US Agg Bond TR USD
Benchmark index
+4.47%+3.04%+3.97%+2.16%+0.94%-0.25%
Fund quartile3rd3rd4th2nd1st1st
Funds in category165183222235242242
As of Jul 31 2014.

Trailing returns analysis

The chart shows how frequently the fund's 3-month return is positive or negative. Each bar is an observation period (the fund's return over the past 3 months, at month's end).
Best & worst 3 month trailing return since inceptionRate of return
February 2009 - May 2009
+19.51%
August 2008 - November 2008
-24.43%
As of Jul 31 2014.

The performance data shown in tables and graphs on this page is calculated in USD of the fund / index / average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

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