Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHAX (Invesco Short Duration High Yield Muni F) | 1.91% | 5.89% | 4.50% | 1.47% | 2.61% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHAX (Invesco Short Duration High Yield Muni F) | 10/01/2015 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 5.89 | 4.50 | 1.47 | 2.61 | NA | NA | … | … | 1.91 | 3.18 | 6.18 | 4.03 | -9.13 | 5.75 | -0.54 | 7.59 | 2.01 | 7.78 | 2.48 | 1.98 |
| Sharpe Ratio | NA | 1.46 | 0.48 | -0.35 | 0.29 | NA | NA | … | … | 0.78 | 0.08 | 0.98 | 0.12 | -3.07 | 3.84 | -0.11 | 4.02 | 0.42 | 4.28 | 0.95 | 5.20 |
| Standard Deviation(%) | NA | 2.25 | 3.19 | 3.07 | 3.33 | NA | NA | … | … | 2.50 | 3.79 | 2.63 | 3.16 | 3.45 | 1.49 | 7.14 | 1.52 | 1.49 | 1.67 | 2.38 | 1.55 |
| Draw Down(%) | NA | 2.00 | 4.22 | 12.19 | 13.56 | NA | NA | … | … | 2.00 | 3.94 | 1.56 | 4.45 | 12.19 | 1.32 | 13.56 | 0.83 | 1.07 | 0.67 | 4.51 | 0.40 |
| Yield(%) | 0.00 | 3.73 | 4.02 | 3.44 | 3.41 | 2.49 | 1.87 | … | … | 1.47 | 4.03 | 4.24 | 3.80 | 3.27 | 3.46 | 3.23 | 3.36 | 3.30 | 3.41 | 3.30 | 0.28 |
Data as of 06/03/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHAX (Invesco Short Duration High Yield Muni F) |
-2.21%
Feb 2020 – Feb 2023 |
0.41%
Oct 2018 – Oct 2023 |
2.60%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHAX (Invesco Short Duration High Yield Muni F) |
6.24%
Feb 2017 – Feb 2020 |
4.49%
Nov 2016 – Nov 2021 |
2.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart