Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMTYX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS Y) | 0.90% | 3.32% | 4.58% | 2.60% | 2.71% | 1.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMTYX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.32 | 4.58 | 2.60 | 2.71 | 1.94 | NA | … | … | 0.90 | 2.51 | 4.18 | 4.28 | -4.35 | 5.19 | 5.34 | 4.79 | 0.10 | 0.53 | 2.89 | -0.19 | -0.15 | -0.30 | 0.17 | 0.68 | 1.02 | 0.32 | 1.28 |
| Sharpe Ratio | NA | 0.41 | 0.58 | 0.04 | 0.42 | NA | NA | … | … | -0.02 | -0.11 | -1.05 | 0.01 | -1.19 | 2.36 | 1.69 | 1.89 | -0.86 | -0.06 | 1.37 | -0.28 | -0.21 | -0.44 | 0.16 | 0.80 | 0.98 | 0.15 | 3.15 |
| Standard Deviation(%) | NA | 2.10 | 2.49 | 3.21 | 2.70 | NA | NA | … | … | 2.40 | 3.27 | 2.30 | 3.48 | 4.83 | 2.19 | 3.01 | 1.79 | 1.41 | 1.67 | 1.96 | 0.78 | 0.79 | 0.75 | 0.73 | 0.81 | 0.95 | 1.50 | 1.82 |
| Draw Down(%) | NA | 1.77 | 1.77 | 6.62 | 6.62 | NA | NA | … | … | 1.77 | 2.82 | 1.12 | 1.99 | 6.62 | 1.35 | 4.47 | 0.67 | 1.08 | 1.08 | 1.33 | 0.67 | 0.38 | 0.57 | 0.38 | 0.38 | 0.59 | 0.68 | 0.47 |
| Yield(%) | 0.00 | 3.46 | 3.31 | 4.04 | 3.06 | 2.13 | 1.72 | … | … | 0.00 | 4.45 | 3.04 | 3.27 | 6.76 | 4.41 | 1.23 | 2.18 | 2.71 | 2.15 | 1.54 | 0.00 | 0.04 | 0.09 | 0.17 | 0.58 | 1.12 | 0.88 | 0.12 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMTYX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS Y) |
-0.21%
Dec 2012 – Dec 2015 |
0.01%
Nov 2010 – Nov 2015 |
0.50%
Dec 2008 – Dec 2018 |
1.28%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMTYX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS Y) |
5.20%
Sep 2022 – Sep 2025 |
3.69%
Mar 2020 – Mar 2025 |
2.86%
Nov 2015 – Nov 2025 |
1.97%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart