Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORAX (Invesco AMT-Free Municipal Fund Class R6) | 1.95% | 7.01% | 3.44% | 0.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IORAX (Invesco AMT-Free Municipal Fund Class R6) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 7.01 | 3.44 | 0.59 | NA | NA | NA | … | … | 1.95 | 2.34 | 2.11 | 7.45 | -11.40 | 4.62 | 7.94 | 2.93 |
| Sharpe Ratio | NA | 1.23 | 0.14 | -0.39 | NA | NA | NA | … | … | 0.50 | -0.09 | -0.36 | 0.73 | -2.27 | 2.04 | 0.90 | 1.57 |
| Standard Deviation(%) | NA | 3.48 | 5.11 | 4.94 | NA | NA | NA | … | … | 3.93 | 5.97 | 4.20 | 5.27 | 5.66 | 2.26 | 8.51 | 2.31 |
| Draw Down(%) | NA | 3.21 | 7.57 | 16.66 | NA | NA | NA | … | … | 3.21 | 6.33 | 2.86 | 7.59 | 16.66 | 2.50 | 13.43 | 1.81 |
| Yield(%) | 0.00 | 3.70 | 3.93 | 3.39 | 2.47 | 1.64 | 1.23 | … | … | 1.48 | 3.83 | 4.12 | 4.01 | 3.30 | 3.76 | 4.23 | 0.36 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IORAX (Invesco AMT-Free Municipal Fund Class R6) |
-2.28%
Oct 2020 – Oct 2023 |
0.26%
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 |
|---|---|---|---|---|
| IORAX (Invesco AMT-Free Municipal Fund Class R6) |
5.81%
Oct 2022 – Oct 2025 |
2.33%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart