Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZA (Invesco National AMT-Free Municipal Bond ETF) | 2.34% | 8.71% | 3.28% | -0.04% | 1.79% | 3.31% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZA (Invesco National AMT-Free Municipal Bond ETF) | 10/11/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 8.71 | 3.28 | -0.04 | 1.79 | 3.31 | NA | … | … | 2.34 | 1.81 | 0.81 | 8.68 | -13.18 | 2.30 | 5.06 | 9.00 | 0.18 | 5.89 | 0.82 | 3.95 | 15.30 | -7.14 | 9.81 | 13.74 | -0.45 | 17.58 | -11.72 | 0.95 |
| Sharpe Ratio | NA | 1.23 | 0.05 | -0.43 | 0.02 | NA | NA | … | … | 0.55 | -0.16 | -0.52 | 0.75 | -2.03 | 0.90 | 0.28 | 2.81 | -0.41 | 1.54 | 0.17 | 1.08 | 4.44 | -1.12 | 2.83 | 2.48 | -0.06 | 2.58 | -0.73 | 0.27 |
| Standard Deviation(%) | NA | 4.25 | 5.95 | 6.00 | 7.15 | NA | NA | … | … | 4.45 | 6.56 | 5.38 | 6.73 | 7.21 | 2.53 | 17.03 | 2.68 | 2.99 | 3.41 | 3.52 | 3.64 | 3.44 | 6.39 | 3.48 | 5.53 | 8.84 | 6.78 | 17.37 | 7.51 |
| Draw Down(%) | NA | 3.18 | 7.89 | 18.59 | 21.69 | NA | NA | … | … | 3.18 | 6.56 | 3.30 | 8.26 | 18.30 | 2.80 | 21.69 | 1.72 | 2.75 | 1.86 | 7.07 | 3.42 | 1.72 | 11.96 | 2.72 | 4.72 | 9.68 | 4.70 | 24.48 | 2.99 |
| Yield(%) | 0.00 | 3.81 | 3.35 | 2.66 | 2.83 | 3.52 | 3.25 | … | … | 1.53 | 3.47 | 3.15 | 3.05 | 2.28 | 2.34 | 2.49 | 2.96 | 3.35 | 3.15 | 3.15 | 3.59 | 4.38 | 3.81 | 4.33 | 4.86 | 4.66 | 5.26 | 4.26 | 0.93 |
Data as of 06/05/2026, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZA (Invesco National AMT-Free Municipal Bond ETF) |
-3.98%
Oct 2019 – Oct 2022 |
-1.17%
Jul 2020 – Jul 2025 |
1.40%
Oct 2012 – Oct 2022 |
2.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZA (Invesco National AMT-Free Municipal Bond ETF) |
10.59%
Jan 2009 – Jan 2012 |
7.58%
Feb 2008 – Feb 2013 |
5.81%
Nov 2008 – Nov 2018 |
4.46%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart