Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBYX (Invesco Municipal Bond Y) | NA | -2.17% | 4.05% | NA | NA | NA | NA | … | … |
Data as of 07/12/2013, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBYX (Invesco Municipal Bond Y) | 10/10/2008 | 07/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | -2.17 | 4.05 | NA | NA | NA | NA | … | … | -4.82 | 8.65 | 10.20 | 1.62 | 12.76 | 2.36 |
| Sharpe Ratio | NA | -0.60 | 1.19 | NA | NA | NA | NA | … | … | -2.01 | 3.38 | 3.42 | 0.52 | 4.06 | 1.21 |
| Standard Deviation(%) | NA | 3.72 | 3.35 | NA | NA | NA | NA | … | … | 4.46 | 2.57 | 2.97 | 2.96 | 3.12 | 9.03 |
| Draw Down(%) | NA | 7.59 | 7.59 | NA | NA | NA | NA | … | … | 7.49 | 2.09 | 2.86 | 5.17 | 2.35 | 5.09 |
| Yield(%) | 0.00 | 3.48 | 4.23 | 4.35 | 2.17 | 1.45 | 1.09 | … | … | 1.54 | 4.21 | 4.51 | 4.44 | 5.03 | 0.42 |
Data as of 07/12/2013, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBYX (Invesco Municipal Bond Y) |
4.40%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBYX (Invesco Municipal Bond Y) |
8.22%
Jan 2009 – Jan 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart