Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMTAX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A) | 0.90% | 3.23% | 4.35% | 2.42% | 2.48% | 1.75% | 1.71% | … | … |
Data as of 06/03/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMTAX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A) | 11/27/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.23 | 4.35 | 2.42 | 2.48 | 1.75 | 1.71 | … | … | 0.90 | 2.46 | 3.94 | 4.03 | -4.61 | 4.95 | 5.09 | 4.53 | -0.15 | 0.29 | 2.52 | -0.19 | -0.10 | -0.32 | 0.01 | 0.61 | 0.83 | 0.08 | 4.15 | 2.10 | -0.50 | -1.28 | -1.18 | 0.37 | -0.12 |
| Sharpe Ratio | NA | 0.33 | 0.49 | -0.04 | 0.32 | NA | NA | … | … | -0.12 | -0.13 | -1.17 | -0.06 | -1.24 | 2.23 | 1.58 | 1.74 | -1.02 | -0.21 | 1.15 | -0.27 | -0.15 | -0.49 | -0.06 | 0.72 | 0.79 | -0.01 | 1.28 | -0.57 | -3.65 | -3.02 | -1.45 | -0.23 | -0.57 |
| Standard Deviation(%) | NA | 2.06 | 2.48 | 3.23 | 2.72 | NA | NA | … | … | 2.50 | 3.04 | 2.27 | 3.63 | 4.85 | 2.21 | 3.07 | 1.79 | 1.44 | 1.66 | 2.01 | 0.82 | 0.76 | 0.71 | 0.74 | 0.81 | 0.94 | 1.52 | 2.50 | 1.57 | 1.04 | 1.14 | 1.47 | 1.36 | 3.89 |
| Draw Down(%) | NA | 1.68 | 1.68 | 6.81 | 6.81 | NA | NA | … | … | 1.68 | 2.72 | 1.16 | 2.05 | 6.81 | 1.32 | 4.48 | 0.77 | 1.10 | 1.14 | 1.39 | 0.57 | 0.48 | 0.57 | 0.48 | 0.38 | 0.52 | 0.75 | 2.49 | 0.70 | 1.19 | 1.47 | 1.93 | 0.86 | 1.14 |
| Yield(%) | 0.00 | 3.28 | 3.08 | 3.83 | 2.83 | 1.96 | 1.68 | … | … | 0.00 | 4.20 | 2.80 | 3.03 | 6.51 | 4.16 | 0.99 | 1.92 | 2.46 | 1.90 | 1.27 | 0.00 | 0.00 | 0.07 | 0.11 | 0.52 | 0.93 | 0.65 | 1.09 | 0.00 | 0.00 | 0.00 | 0.08 | 2.09 | 0.16 |
Data as of 06/03/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMTAX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A) |
-1.11%
Mar 2004 – Mar 2007 |
-0.10%
Dec 2002 – Dec 2007 |
0.36%
Dec 2008 – Dec 2018 |
0.45%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMTAX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A) |
4.95%
Sep 2022 – Sep 2025 |
3.44%
Mar 2020 – Mar 2025 |
2.61%
Nov 2015 – Nov 2025 |
1.79%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart