Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOMUX (Invesco Environmental Focus Municipal Fund Class R6) | 0.20% | 3.04% | 4.91% | 0.92% | NA | NA | NA | … | … |
Data as of 02/24/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOMUX (Invesco Environmental Focus Municipal Fund Class R6) | 05/28/2019 | 02/24/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 3.04 | 4.91 | 0.92 | NA | NA | NA | … | … | 0.20 | 3.64 | 3.35 | 8.53 | -13.68 | 3.40 | 5.58 | 1.65 |
| Sharpe Ratio | NA | 0.04 | 0.31 | -0.29 | NA | NA | NA | … | … | -0.77 | 0.13 | -0.07 | 0.88 | -2.43 | 1.62 | 0.58 | 0.64 |
| Standard Deviation(%) | NA | 5.72 | 5.10 | 5.01 | NA | NA | NA | … | … | 1.44 | 5.93 | 4.04 | 5.56 | 6.25 | 2.08 | 9.21 | 2.32 |
| Draw Down(%) | NA | 6.17 | 7.89 | 19.19 | NA | NA | NA | … | … | 0.35 | 6.17 | 2.87 | 7.89 | 19.09 | 2.72 | 12.91 | 2.25 |
| Yield(%) | 1.44 | 5.56 | 4.77 | 4.09 | 2.49 | 1.66 | 1.24 | … | … | 1.77 | 4.17 | 4.19 | 4.24 | 2.65 | 5.93 | 3.21 | 0.37 |
Data as of 02/24/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOMUX (Invesco Environmental Focus Municipal Fund Class R6) |
-3.88%
Oct 2019 – Oct 2022 |
0.08%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOMUX (Invesco Environmental Focus Municipal Fund Class R6) |
7.03%
Oct 2022 – Oct 2025 |
1.86%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart