Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORMX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term NY Mun Fd Cl R6) | 1.29% | 5.88% | 4.17% | 2.07% | 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 |
|---|---|---|
| IORMX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term NY Mun Fd Cl 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 (%) | 0.36 | 5.88 | 4.17 | 2.07 | NA | NA | NA | … | … | 1.29 | 1.67 | 3.51 | 6.11 | -6.43 | 0.00 | 0.33 | 0.33 |
| Sharpe Ratio | NA | 1.22 | 0.40 | -0.11 | NA | NA | NA | … | … | 0.21 | -0.35 | -1.05 | 0.51 | -1.90 | -0.01 | 0.02 | -0.34 |
| Standard Deviation(%) | NA | 2.61 | 3.38 | 3.41 | NA | NA | NA | … | … | 3.20 | 3.40 | 2.95 | 3.67 | 4.13 | 1.90 | 5.57 | 2.03 |
| Draw Down(%) | NA | 2.11 | 3.82 | 9.86 | NA | NA | NA | … | … | 2.11 | 3.24 | 1.45 | 3.82 | 9.86 | 1.94 | 8.33 | 1.93 |
| Yield(%) | 0.00 | 3.25 | 3.45 | 3.00 | 2.01 | 1.34 | 1.00 | … | … | 1.28 | 3.50 | 3.56 | 3.38 | 2.70 | 3.11 | 3.18 | 0.29 |
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 |
|---|---|---|---|---|
| IORMX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term NY Mun Fd Cl R6) |
-1.19%
Sep 2019 – Sep 2022 |
1.78%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IORMX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester Ltd Term NY Mun Fd Cl R6) |
5.96%
Oct 2022 – Oct 2025 |
2.65%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart