Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLFAX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS A) | NA | 1.55% | 2.63% | 2.81% | 4.16% | 3.81% | 4.47% | … | … |
Data as of 05/15/2020, Common starting date is 07/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLFAX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS A) | 07/28/1997 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 1.55 | 2.63 | 2.81 | 4.16 | 3.81 | 4.47 | … | … | -1.71 | 7.39 | -0.03 | 4.58 | -0.13 | 4.09 | 12.22 | -3.71 | 9.99 | 12.17 | 1.58 | 14.75 | -9.27 | 1.63 | 4.63 | 3.43 | 3.92 | 3.62 | 8.37 | 3.90 | 12.19 | -3.90 | 5.44 | 2.82 |
| Sharpe Ratio | NA | 0.07 | 0.29 | 0.47 | 0.96 | NA | NA | … | … | -0.37 | 2.89 | -0.70 | 1.63 | -0.11 | 1.71 | 5.53 | -0.94 | 3.64 | 3.70 | 0.37 | 3.41 | -1.32 | -0.47 | 0.63 | 0.47 | 0.82 | 0.78 | 2.04 | 0.56 | 3.27 | -2.35 | 0.71 | 1.08 |
| Standard Deviation(%) | NA | 8.45 | 5.18 | 4.36 | 3.90 | NA | NA | … | … | 13.59 | 2.07 | 1.96 | 2.43 | 3.06 | 2.38 | 2.20 | 3.99 | 2.75 | 3.28 | 4.07 | 4.30 | 7.70 | 3.00 | 2.13 | 2.68 | 3.64 | 3.74 | 3.56 | 2.84 | 2.49 | 3.04 | 2.98 | 2.92 |
| Draw Down(%) | NA | 12.58 | 12.58 | 12.58 | 12.58 | NA | NA | … | … | 12.58 | 1.72 | 2.07 | 1.57 | 6.86 | 2.47 | 1.38 | 8.97 | 2.23 | 3.21 | 7.25 | 4.11 | 15.74 | 3.31 | 1.49 | 2.54 | 5.78 | 5.97 | 4.39 | 3.70 | 3.07 | 6.32 | 2.05 | 1.41 |
| Yield(%) | 0.00 | 3.09 | 3.41 | 3.51 | 4.04 | 3.97 | 4.50 | … | … | 0.96 | 3.34 | 3.43 | 3.78 | 3.55 | 3.90 | 4.31 | 3.99 | 4.29 | 4.67 | 4.54 | 4.91 | 4.51 | 4.29 | 4.52 | 5.78 | 4.78 | 4.34 | 5.42 | 4.94 | 4.95 | 4.69 | 6.40 | 2.08 |
Data as of 05/15/2020, Common starting date is 07/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFAX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
-1.19%
Dec 2005 – Dec 2008 |
0.73%
Dec 2003 – Dec 2008 |
2.69%
Dec 1998 – Dec 2008 |
3.69%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFAX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
9.61%
Jul 2009 – Jul 2012 |
7.38%
Jan 2011 – Jan 2016 |
5.38%
Dec 2008 – Dec 2018 |
5.27%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart