Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORLX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term Calif Mun Fd Cl R) | 1.16% | 5.31% | 3.80% | 1.87% | 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 |
|---|---|---|
| IORLX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term Calif Mun Fd Cl R) | 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 (%) | 0.00 | 5.31 | 3.80 | 1.87 | NA | NA | NA | … | … | 1.16 | 3.59 | 3.48 | 5.49 | -5.09 | -0.59 | 1.20 | 1.22 |
| Sharpe Ratio | NA | 1.08 | 0.31 | -0.22 | NA | NA | NA | … | … | 0.13 | 0.22 | -0.06 | 0.20 | -1.83 | -0.36 | 0.16 | 0.39 |
| Standard Deviation(%) | NA | 2.41 | 2.96 | 2.98 | NA | NA | NA | … | … | 2.71 | 3.29 | 2.42 | 2.76 | 3.56 | 1.74 | 6.02 | 2.06 |
| Draw Down(%) | NA | 1.90 | 2.92 | 8.86 | NA | NA | NA | … | … | 1.90 | 2.92 | 1.00 | 1.36 | 8.43 | 1.76 | 9.38 | 1.49 |
| Yield(%) | 0.00 | 2.98 | 3.10 | 2.66 | 1.80 | 1.20 | 0.90 | … | … | 1.19 | 3.18 | 3.10 | 3.06 | 2.18 | 2.52 | 2.85 | 0.30 |
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 |
|---|---|---|---|---|
| IORLX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term Calif Mun Fd Cl R) |
-0.74%
Oct 2019 – Oct 2022 |
1.52%
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 |
|---|---|---|---|---|
| IORLX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term Calif Mun Fd Cl R) |
5.21%
Oct 2022 – Oct 2025 |
2.61%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart