Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHFX (Invesco Short Duration High Yield Muni C) | 2.09% | 6.09% | 5.00% | 1.86% | 2.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHFX (Invesco Short Duration High Yield Muni C) | 10/14/2015 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 6.09 | 5.00 | 1.86 | 2.95 | NA | NA | … | … | 2.09 | 3.43 | 6.53 | 4.98 | -9.07 | 5.98 | 0.01 | 7.82 | 2.15 | 8.12 | 2.71 | 1.79 |
| Sharpe Ratio | NA | 1.56 | 0.62 | -0.22 | 0.39 | NA | NA | … | … | 0.85 | 0.15 | 1.10 | 0.42 | -3.03 | 3.80 | -0.03 | 4.47 | 0.50 | 4.43 | 1.06 | 5.74 |
| Standard Deviation(%) | NA | 2.25 | 3.21 | 3.08 | 3.33 | NA | NA | … | … | 2.52 | 3.77 | 2.65 | 3.17 | 3.47 | 1.57 | 7.10 | 1.42 | 1.55 | 1.69 | 2.36 | 1.49 |
| Draw Down(%) | NA | 1.88 | 3.89 | 12.08 | 13.63 | NA | NA | … | … | 1.88 | 3.89 | 1.55 | 3.74 | 12.08 | 1.32 | 13.63 | 0.83 | 1.04 | 0.76 | 4.45 | 0.30 |
| Yield(%) | 0.00 | 3.95 | 4.32 | 3.67 | 3.65 | 2.66 | 1.99 | … | … | 1.55 | 4.25 | 4.59 | 4.07 | 3.45 | 3.65 | 3.47 | 3.59 | 3.53 | 3.64 | 3.53 | 0.30 |
Data as of 06/04/2026, Common starting date is 10/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHFX (Invesco Short Duration High Yield Muni C) |
-1.93%
Oct 2019 – Oct 2022 |
0.77%
Oct 2018 – Oct 2023 |
2.93%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHFX (Invesco Short Duration High Yield Muni C) |
6.48%
Feb 2017 – Feb 2020 |
4.77%
Nov 2016 – Nov 2021 |
3.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart