Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLFCX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS C) | NA | 1.04% | 2.11% | 2.30% | 3.65% | 3.30% | 3.99% | … | … |
Data as of 05/15/2020, Common starting date is 07/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLFCX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS C) | 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 | 1.04 | 2.11 | 2.30 | 3.65 | 3.30 | 3.99 | … | … | -1.86 | 6.82 | -0.49 | 4.04 | -0.60 | 3.56 | 11.71 | -4.23 | 9.39 | 11.76 | 1.11 | 14.12 | -9.74 | 1.17 | 4.13 | 2.99 | 3.31 | 3.88 | 7.61 | 3.34 | 11.74 | -4.41 | 5.15 | 2.81 |
| Sharpe Ratio | NA | 0.01 | 0.19 | 0.36 | 0.84 | NA | NA | … | … | -0.40 | 2.72 | -0.92 | 1.46 | -0.27 | 1.54 | 5.47 | -1.09 | 3.52 | 3.60 | 0.26 | 3.27 | -1.37 | -0.63 | 0.40 | 0.32 | 0.65 | 0.86 | 1.89 | 0.37 | 3.11 | -2.58 | 0.61 | 1.13 |
| Standard Deviation(%) | NA | 8.45 | 5.17 | 4.34 | 3.86 | NA | NA | … | … | 13.62 | 1.99 | 1.97 | 2.34 | 3.02 | 2.29 | 2.14 | 3.91 | 2.68 | 3.26 | 3.99 | 4.28 | 7.74 | 2.94 | 2.07 | 2.60 | 3.63 | 3.71 | 3.45 | 2.75 | 2.47 | 2.96 | 2.97 | 2.77 |
| Draw Down(%) | NA | 12.65 | 12.65 | 12.65 | 12.65 | NA | NA | … | … | 12.65 | 1.70 | 2.34 | 1.56 | 6.99 | 2.61 | 1.40 | 9.14 | 2.21 | 3.28 | 7.39 | 4.21 | 16.19 | 3.44 | 1.56 | 2.63 | 5.87 | 6.01 | 4.37 | 3.71 | 3.09 | 6.63 | 2.08 | 1.17 |
| Yield(%) | 0.00 | 2.57 | 2.91 | 3.01 | 3.52 | 3.50 | 4.02 | … | … | 0.78 | 2.82 | 2.96 | 3.26 | 3.05 | 3.40 | 3.79 | 3.49 | 3.75 | 4.16 | 4.06 | 4.38 | 4.02 | 3.83 | 4.04 | 5.26 | 4.26 | 4.50 | 4.88 | 4.39 | 4.41 | 4.14 | 5.88 | 1.84 |
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 |
|---|---|---|---|---|
| CLFCX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS C) |
-1.67%
Dec 2005 – Dec 2008 |
0.23%
Dec 2003 – Dec 2008 |
2.24%
Dec 1998 – Dec 2008 |
3.18%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFCX (INVESCO CALIFORNIA TAX-FREE INCOME FUND CLASS C) |
9.07%
Jul 2009 – Jul 2012 |
6.84%
Jan 2011 – Jan 2016 |
4.87%
Dec 2008 – Dec 2018 |
4.79%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart