Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATFCX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS C) | 0.79% | 3.61% | 2.53% | 0.82% | 0.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATFCX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS C) | 07/02/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 3.61 | 2.53 | 0.82 | 0.97 | NA | NA | … | … | 0.79 | 2.90 | 1.55 | 3.23 | -3.60 | -0.43 | 2.69 | 3.39 | 0.13 | 1.64 | -1.39 | 0.68 | 3.61 | 0.44 |
| Sharpe Ratio | NA | 0.70 | -0.25 | -0.92 | -0.33 | NA | NA | … | … | -0.47 | 0.01 | -1.10 | -0.21 | -2.95 | -0.68 | 0.56 | 1.84 | -1.36 | 0.82 | -1.11 | 0.67 | 3.01 | 0.52 |
| Standard Deviation(%) | NA | 1.42 | 2.05 | 1.88 | 2.05 | NA | NA | … | … | 1.71 | 2.27 | 1.89 | 2.11 | 1.71 | 0.67 | 4.37 | 1.04 | 0.92 | 1.20 | 1.45 | 0.96 | 1.19 | 1.62 |
| Draw Down(%) | NA | 1.62 | 2.61 | 6.72 | 7.18 | NA | NA | … | … | 1.62 | 2.33 | 1.32 | 3.04 | 6.01 | 0.87 | 7.18 | 1.10 | 1.21 | 1.68 | 3.47 | 1.33 | 0.86 | 1.31 |
| Yield(%) | 0.00 | 2.20 | 2.44 | 1.74 | 1.42 | 1.29 | 0.97 | … | … | 0.87 | 2.39 | 2.60 | 2.27 | 0.76 | 0.44 | 1.08 | 1.49 | 1.27 | 0.93 | 1.07 | 1.53 | 2.10 | 1.04 |
Data as of 06/04/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFCX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS C) |
-1.38%
Oct 2020 – Oct 2023 |
-0.17%
Oct 2017 – Oct 2022 |
0.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFCX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS C) |
3.21%
Oct 2022 – Oct 2025 |
1.56%
Nov 2016 – Nov 2021 |
1.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart