Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AITFX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A2) | 1.12% | 4.56% | 3.50% | 1.80% | 1.98% | 2.47% | 3.11% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AITFX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A2) | 06/21/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 4.56 | 3.50 | 1.80 | 1.98 | 2.47 | 3.11 | … | … | 1.12 | 3.82 | 2.57 | 4.27 | -2.62 | 0.58 | 3.72 | 4.34 | 1.14 | 2.69 | -0.27 | 1.63 | 4.68 | -0.50 | 5.28 | 9.15 | 2.89 | 10.03 | 2.07 | 4.31 | 2.87 | 0.83 | 0.18 | 3.89 | 9.27 | 4.46 | 8.20 | 0.09 | 5.47 | 7.31 | 4.01 |
| Sharpe Ratio | NA | 1.22 | 0.22 | -0.38 | 0.16 | NA | NA | … | … | 0.01 | 0.39 | -0.53 | 0.27 | -2.27 | 0.70 | 0.78 | 2.37 | -0.24 | 1.52 | -0.30 | 1.43 | 3.52 | -0.23 | 2.73 | 4.10 | 1.13 | 3.99 | 0.32 | 0.75 | -0.31 | -0.77 | -0.30 | 1.10 | 2.85 | 0.92 | 2.01 | -1.54 | 0.92 | 1.70 | 1.69 |
| Standard Deviation(%) | NA | 1.58 | 2.17 | 1.98 | 2.14 | NA | NA | … | … | 1.83 | 2.39 | 1.99 | 2.24 | 1.79 | 0.79 | 4.42 | 1.21 | 1.03 | 1.34 | 1.60 | 1.12 | 1.33 | 2.34 | 1.93 | 2.22 | 2.49 | 2.49 | 3.40 | 1.55 | 1.74 | 1.86 | 2.68 | 2.90 | 2.85 | 2.22 | 1.98 | 2.12 | 2.17 | 2.13 | 2.42 |
| Draw Down(%) | NA | 1.62 | 2.36 | 5.61 | 7.17 | NA | NA | … | … | 1.62 | 2.25 | 1.23 | 2.54 | 5.29 | 0.69 | 7.17 | 1.05 | 0.96 | 1.41 | 3.13 | 1.02 | 0.86 | 4.45 | 1.52 | 1.76 | 4.13 | 1.87 | 5.45 | 0.66 | 0.73 | 1.57 | 4.89 | 4.41 | 3.23 | 3.20 | 2.14 | 2.19 | 1.44 | 0.91 | 0.83 |
| Yield(%) | 0.00 | 3.03 | 3.36 | 2.65 | 2.38 | 2.66 | 3.10 | … | … | 1.20 | 3.30 | 3.58 | 3.26 | 1.73 | 1.43 | 2.11 | 2.51 | 2.26 | 1.96 | 2.11 | 2.47 | 3.15 | 3.13 | 3.59 | 3.66 | 2.82 | 4.07 | 4.08 | 5.04 | 5.06 | 4.39 | 2.40 | 3.74 | 3.44 | 4.23 | 4.62 | 4.41 | 4.44 | 4.73 | 2.84 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AITFX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A2) |
-0.42%
Oct 2020 – Oct 2023 |
0.84%
Oct 2017 – Oct 2022 |
1.30%
Oct 2012 – Oct 2022 |
2.28%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AITFX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A2) |
8.41%
May 2000 – May 2003 |
6.16%
Feb 2008 – Feb 2013 |
4.77%
May 2000 – May 2010 |
4.77%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart