Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISTBX (INVESCO SHORT TERM BOND FUND CLASS R5) | 0.51% | 3.48% | 5.25% | 2.56% | 2.60% | 2.36% | 2.41% | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISTBX (INVESCO SHORT TERM BOND FUND CLASS R5) | 05/27/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.48 | 5.25 | 2.56 | 2.60 | 2.36 | 2.41 | … | … | 0.51 | 5.27 | 5.63 | 5.79 | -3.93 | 0.43 | 3.60 | 5.19 | 0.84 | 2.12 | 2.96 | 0.86 | 1.14 | 1.39 | 4.43 | 1.19 | 3.24 | 5.07 | -4.49 | 4.30 | 2.99 | -1.10 | 0.14 |
| Sharpe Ratio | NA | 0.80 | 1.02 | 0.03 | 0.48 | NA | NA | … | … | -0.48 | 1.21 | 0.90 | 0.75 | -2.15 | 0.41 | 1.08 | 2.24 | -0.45 | 1.14 | 1.99 | 0.59 | 0.96 | 1.25 | 3.63 | 0.75 | 2.08 | 1.51 | -0.82 | 0.54 | -0.25 | -2.81 | -0.76 |
| Standard Deviation(%) | NA | 1.84 | 2.19 | 2.27 | 2.06 | NA | NA | … | … | 1.99 | 1.97 | 2.24 | 2.85 | 2.51 | 1.00 | 3.08 | 1.66 | 1.21 | 1.29 | 1.38 | 1.40 | 1.17 | 1.08 | 1.21 | 1.54 | 1.52 | 3.29 | 6.66 | 2.15 | 1.69 | 1.20 | 1.26 |
| Draw Down(%) | NA | 1.35 | 1.35 | 6.62 | 7.27 | NA | NA | … | … | 1.35 | 0.99 | 0.86 | 1.42 | 6.30 | 0.69 | 7.27 | 0.70 | 0.55 | 0.63 | 0.75 | 0.95 | 0.81 | 1.22 | 0.46 | 1.74 | 0.95 | 4.05 | 8.25 | 0.93 | 1.01 | 1.30 | 0.80 |
| Yield(%) | 0.00 | 3.68 | 4.64 | 3.49 | 2.98 | 2.69 | 2.93 | … | … | 1.37 | 4.28 | 5.26 | 4.53 | 2.27 | 1.66 | 2.48 | 3.11 | 2.69 | 2.11 | 2.00 | 2.25 | 2.17 | 1.94 | 2.42 | 2.56 | 2.52 | 4.44 | 6.71 | 5.73 | 3.64 | 0.00 | 0.24 |
Data as of 06/04/2026, Common starting date is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTBX (INVESCO SHORT TERM BOND FUND CLASS R5) |
-0.63%
Oct 2019 – Oct 2022 |
0.46%
Jun 2004 – Jun 2009 |
1.24%
Oct 2012 – Oct 2022 |
1.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTBX (INVESCO SHORT TERM BOND FUND CLASS R5) |
6.00%
Oct 2022 – Oct 2025 |
3.63%
Mar 2009 – Mar 2014 |
2.82%
Feb 2016 – Feb 2026 |
2.48%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart