Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHTA (Invesco High Income 2024 Target Term Fund) | NA | 18.60% | -3.25% | -0.76% | NA | NA | NA | … | … |
Data as of 12/03/2024, Common starting date is 11/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHTA (Invesco High Income 2024 Target Term Fund) | 11/30/2017 | 12/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.60 | -3.25 | -0.76 | NA | NA | NA | … | … | 16.32 | -9.92 | -13.76 | 19.37 | -10.60 | 22.11 | -7.36 | 3.10 |
| Sharpe Ratio | NA | 1.91 | -0.60 | -0.14 | NA | NA | NA | … | … | 1.58 | -1.35 | -0.91 | 1.58 | -0.24 | 0.70 | -0.64 | 6.07 |
| Standard Deviation(%) | NA | 6.89 | 12.09 | 22.62 | NA | NA | NA | … | … | 6.89 | 10.60 | 16.64 | 12.26 | 44.31 | 29.73 | 13.67 | 7.59 |
| Draw Down(%) | NA | 3.72 | 27.39 | 44.02 | NA | NA | NA | … | … | 3.72 | 17.04 | 20.45 | 4.31 | 44.02 | 17.76 | 12.71 | 0.50 |
| Yield(%) | 0.00 | 7.23 | 4.51 | 4.49 | 3.43 | 2.29 | 1.71 | … | … | 6.63 | 4.89 | 4.52 | 6.01 | 5.03 | 5.74 | 5.49 | 0.00 |
Data as of 12/03/2024, Common starting date is 11/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHTA (Invesco High Income 2024 Target Term Fund) |
-4.37%
Jun 2021 – Jun 2024 |
-1.17%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHTA (Invesco High Income 2024 Target Term Fund) |
11.12%
Apr 2020 – Apr 2023 |
3.13%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart