Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATFAX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A) | 1.04% | 4.28% | 3.27% | 1.73% | 1.81% | 2.26% | 2.39% | … | … |
Data as of 06/03/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATFAX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A) | 11/27/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 4.28 | 3.27 | 1.73 | 1.81 | 2.26 | 2.39 | … | … | 1.04 | 3.61 | 2.22 | 4.10 | -2.47 | 0.74 | 3.37 | 4.18 | 0.88 | 2.40 | -0.58 | 1.41 | 4.36 | -0.80 | 4.94 | 8.85 | 2.62 | 9.79 | 0.00 | -0.93 | -2.36 | -3.50 | -1.62 | 1.99 | 2.04 |
| Sharpe Ratio | NA | 1.13 | 0.10 | -0.42 | 0.08 | NA | NA | … | … | -0.09 | 0.32 | -0.72 | 0.21 | -2.14 | 0.86 | 0.71 | 2.31 | -0.48 | 1.30 | -0.52 | 1.25 | 3.21 | -0.35 | 2.73 | 4.11 | 1.05 | 3.89 | -0.29 | -3.21 | -5.75 | -4.33 | -1.03 | 0.48 | 14.29 |
| Standard Deviation(%) | NA | 1.51 | 2.10 | 1.94 | 2.11 | NA | NA | … | … | 1.74 | 2.29 | 1.95 | 2.18 | 1.83 | 0.84 | 4.41 | 1.17 | 1.05 | 1.34 | 1.52 | 1.10 | 1.35 | 2.35 | 1.81 | 2.14 | 2.40 | 2.49 | 3.30 | 1.28 | 1.01 | 1.33 | 2.53 | 2.68 | 1.76 |
| Draw Down(%) | NA | 1.53 | 2.51 | 5.11 | 7.18 | NA | NA | … | … | 1.53 | 2.27 | 1.25 | 2.67 | 5.09 | 0.78 | 7.18 | 1.12 | 1.12 | 1.47 | 3.26 | 1.18 | 0.86 | 4.40 | 1.52 | 1.78 | 4.12 | 1.78 | 5.91 | 1.48 | 2.44 | 3.76 | 4.98 | 4.36 | 0.09 |
| Yield(%) | 0.00 | 2.84 | 3.16 | 2.44 | 2.14 | 2.41 | 2.36 | … | … | 1.13 | 3.10 | 3.36 | 3.03 | 1.50 | 1.17 | 1.81 | 2.26 | 2.01 | 1.68 | 1.80 | 2.26 | 2.83 | 2.84 | 3.34 | 3.38 | 2.55 | 3.85 | 1.96 | 0.00 | 0.00 | 0.00 | 0.62 | 1.89 | 0.30 |
Data as of 06/03/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFAX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A) |
-2.97%
Feb 2004 – Feb 2007 |
-1.89%
Sep 2003 – Sep 2008 |
1.13%
Oct 2012 – Oct 2022 |
1.56%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFAX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS A) |
7.04%
Dec 2008 – Dec 2011 |
5.63%
Feb 2008 – Feb 2013 |
3.42%
Nov 2008 – Nov 2018 |
2.87%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart