Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHCX (Invesco Short Duration High Yield Muni F) | 1.65% | 5.23% | 3.75% | 0.73% | 1.84% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHCX (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 | 5.23 | 3.75 | 0.73 | 1.84 | NA | NA | … | … | 1.65 | 2.57 | 5.25 | 3.37 | -9.96 | 4.92 | -1.23 | 6.77 | 1.12 | 7.09 | 1.63 | 1.82 |
| Sharpe Ratio | NA | 1.20 | 0.24 | -0.61 | 0.06 | NA | NA | … | … | 0.57 | -0.09 | 0.66 | -0.10 | -3.39 | 3.56 | -0.21 | 3.94 | -0.21 | 4.08 | 0.62 | 5.35 |
| Standard Deviation(%) | NA | 2.11 | 3.08 | 2.96 | 3.23 | NA | NA | … | … | 2.30 | 3.70 | 2.47 | 3.03 | 3.37 | 1.37 | 7.03 | 1.34 | 1.26 | 1.58 | 2.29 | 1.38 |
| Draw Down(%) | NA | 2.00 | 4.47 | 12.72 | 13.59 | NA | NA | … | … | 2.00 | 3.90 | 1.56 | 4.84 | 12.72 | 1.32 | 13.59 | 0.83 | 1.20 | 0.76 | 4.71 | 0.30 |
| Yield(%) | 0.00 | 3.10 | 3.30 | 2.77 | 2.69 | 1.95 | 1.47 | … | … | 1.21 | 3.34 | 3.45 | 3.06 | 2.54 | 2.66 | 2.49 | 2.56 | 2.53 | 2.64 | 2.55 | 0.22 |
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 |
|---|---|---|---|---|
| ISHCX (Invesco Short Duration High Yield Muni F) |
-2.96%
Feb 2020 – Feb 2023 |
-0.37%
Oct 2018 – Oct 2023 |
1.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHCX (Invesco Short Duration High Yield Muni F) |
5.40%
Feb 2017 – Feb 2020 |
3.68%
Nov 2016 – Nov 2021 |
2.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart