Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORJX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester NJ Mun Fd Cl R6) | 1.81% | 7.17% | 3.76% | 1.34% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IORJX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester NJ Mun Fd Cl R6) | 05/29/2019 | 06/05/2026 |
| 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 (%) | 0.00 | 7.17 | 3.76 | 1.34 | NA | NA | NA | … | … | 1.81 | 2.83 | 3.09 | 7.31 | -9.60 | 5.68 | 4.50 | 2.28 |
| Sharpe Ratio | NA | 1.44 | 0.22 | -0.27 | NA | NA | NA | … | … | 0.56 | -0.01 | -0.17 | 0.84 | -2.26 | 2.87 | 0.51 | 1.45 |
| Standard Deviation(%) | NA | 3.19 | 4.48 | 4.27 | NA | NA | NA | … | … | 3.51 | 5.59 | 3.18 | 4.37 | 4.89 | 1.97 | 8.26 | 1.77 |
| Draw Down(%) | NA | 2.78 | 6.24 | 14.00 | NA | NA | NA | … | … | 2.78 | 5.74 | 2.31 | 6.21 | 14.00 | 2.28 | 13.44 | 1.48 |
| Yield(%) | 0.00 | 3.35 | 3.56 | 3.47 | 2.45 | 1.63 | 1.22 | … | … | 1.34 | 3.40 | 3.60 | 4.11 | 3.97 | 4.01 | 4.53 | 0.33 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IORJX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester NJ Mun Fd Cl R6) |
-1.28%
Oct 2019 – Oct 2022 |
1.29%
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 |
|---|---|---|---|---|
| IORJX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester NJ Mun Fd Cl R6) |
5.77%
Oct 2022 – Oct 2025 |
2.87%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart