Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORCX (Invesco California Municipal Fund Class R6) | 2.29% | 7.78% | 3.89% | 0.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IORCX (Invesco California Municipal Fund Class R6) | 05/29/2019 | 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 (%) | 0.63 | 7.78 | 3.89 | 0.77 | NA | NA | NA | … | … | 2.29 | 1.73 | 2.81 | 7.91 | -11.23 | 3.98 | 6.63 | 1.81 |
| Sharpe Ratio | NA | 1.29 | 0.20 | -0.32 | NA | NA | NA | … | … | 0.54 | -0.17 | -0.20 | 0.76 | -1.96 | 1.94 | 0.71 | 0.79 |
| Standard Deviation(%) | NA | 3.75 | 5.53 | 5.41 | NA | NA | NA | … | … | 4.08 | 6.79 | 4.11 | 5.68 | 6.49 | 2.04 | 8.98 | 2.22 |
| Draw Down(%) | NA | 3.36 | 8.06 | 17.88 | NA | NA | NA | … | … | 3.36 | 7.06 | 2.91 | 8.46 | 17.88 | 2.26 | 13.02 | 1.98 |
| Yield(%) | 0.00 | 3.86 | 4.04 | 3.41 | 2.34 | 1.56 | 1.17 | … | … | 1.50 | 3.96 | 4.10 | 4.15 | 3.28 | 3.37 | 3.52 | 0.33 |
Data as of 06/04/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IORCX (Invesco California Municipal Fund Class R6) |
-2.97%
Oct 2020 – Oct 2023 |
0.01%
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 |
|---|---|---|---|---|
| IORCX (Invesco California Municipal Fund Class R6) |
6.46%
Oct 2022 – Oct 2025 |
2.08%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart