Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATFSX (Invesco Limited Term Muni Income Fund Cl) | 1.14% | 4.88% | 3.69% | 1.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATFSX (Invesco Limited Term Muni Income Fund Cl) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 4.88 | 3.69 | 1.96 | NA | NA | NA | … | … | 1.14 | 4.27 | 2.64 | 4.33 | -2.44 | 0.82 | 3.70 | 4.49 | 1.22 | 0.79 |
| Sharpe Ratio | NA | 1.47 | 0.30 | -0.29 | NA | NA | NA | … | … | 0.04 | 0.57 | -0.48 | 0.30 | -2.15 | 0.97 | 0.78 | 2.43 | -0.15 | 0.02 |
| Standard Deviation(%) | NA | 1.67 | 2.20 | 2.00 | NA | NA | NA | … | … | 1.87 | 2.42 | 2.03 | 2.25 | 1.81 | 0.82 | 4.43 | 1.24 | 1.08 | 20.55 |
| Draw Down(%) | NA | 1.62 | 2.35 | 5.43 | NA | NA | NA | … | … | 1.62 | 2.24 | 1.26 | 2.52 | 5.13 | 0.78 | 7.27 | 1.01 | 0.94 | 11.65 |
| Yield(%) | 0.00 | 3.42 | 3.55 | 2.79 | 2.29 | 1.52 | 1.14 | … | … | 1.23 | 3.71 | 3.69 | 3.29 | 1.80 | 1.50 | 2.16 | 2.57 | 2.35 | 0.88 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFSX (Invesco Limited Term Muni Income Fund Cl) |
-0.28%
Oct 2020 – Oct 2023 |
0.97%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFSX (Invesco Limited Term Muni Income Fund Cl) |
4.40%
Oct 2022 – Oct 2025 |
2.19%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart