Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORPX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester PA Mun Fd Cl R6) | 1.73% | 6.39% | 3.73% | 1.00% | 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 |
|---|---|---|
| IORPX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester PA Mun Fd Cl 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 (%) | 0.40 | 6.39 | 3.73 | 1.00 | NA | NA | NA | … | … | 1.73 | 1.76 | 3.23 | 6.68 | -9.58 | 4.83 | 5.56 | 2.41 |
| Sharpe Ratio | NA | 0.93 | 0.17 | -0.31 | NA | NA | NA | … | … | 0.30 | -0.17 | -0.10 | 0.62 | -2.17 | 2.79 | 0.72 | 1.36 |
| Standard Deviation(%) | NA | 3.89 | 5.22 | 4.82 | NA | NA | NA | … | … | 4.20 | 6.57 | 3.82 | 4.90 | 5.10 | 1.73 | 7.29 | 2.03 |
| Draw Down(%) | NA | 3.43 | 7.30 | 14.90 | NA | NA | NA | … | … | 3.43 | 6.41 | 2.48 | 7.46 | 14.90 | 1.63 | 11.73 | 1.92 |
| Yield(%) | 0.00 | 3.94 | 4.08 | 3.44 | 2.36 | 1.58 | 1.18 | … | … | 1.61 | 3.99 | 4.19 | 4.00 | 3.12 | 3.44 | 3.56 | 0.32 |
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 |
|---|---|---|---|---|
| IORPX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester PA Mun Fd Cl R6) |
-2.10%
Oct 2020 – Oct 2023 |
0.73%
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 |
|---|---|---|---|---|
| IORPX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester PA Mun Fd Cl R6) |
5.57%
Oct 2022 – Oct 2025 |
2.43%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart