Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZT (Invesco New York AMT-Free Municipal Bond ETF) | 3.21% | 9.78% | 3.41% | 0.04% | 1.94% | 3.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZT (Invesco New York AMT-Free Municipal Bond ETF) | 10/11/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 9.78 | 3.41 | 0.04 | 1.94 | 3.28 | NA | … | … | 3.21 | 1.75 | 1.17 | 7.57 | -13.04 | 2.73 | 5.87 | 9.52 | -0.54 | 6.21 | 1.65 | 2.89 | 15.64 | -6.94 | 6.99 | 12.85 | -0.14 | 17.51 | -13.56 | 1.19 |
| Sharpe Ratio | NA | 1.31 | 0.05 | -0.38 | 0.04 | NA | NA | … | … | 0.80 | -0.14 | -0.38 | 0.59 | -1.97 | 0.91 | 0.42 | 2.45 | -0.38 | 1.16 | 0.28 | 0.51 | 3.75 | -0.96 | 2.07 | 2.70 | -0.04 | 2.04 | -0.66 | 0.47 |
| Standard Deviation(%) | NA | 4.70 | 7.00 | 6.62 | 6.95 | NA | NA | … | … | 5.20 | 8.01 | 6.41 | 6.75 | 7.35 | 2.97 | 13.42 | 3.29 | 5.04 | 4.80 | 5.08 | 5.65 | 4.16 | 7.23 | 3.37 | 4.75 | 5.53 | 8.55 | 21.82 | 6.73 |
| Draw Down(%) | NA | 3.17 | 8.98 | 19.10 | 19.10 | NA | NA | … | … | 3.17 | 7.96 | 3.33 | 8.98 | 18.72 | 3.35 | 16.55 | 2.02 | 3.41 | 2.07 | 7.33 | 2.95 | 1.27 | 11.58 | 2.82 | 3.83 | 8.80 | 4.29 | 22.71 | 1.86 |
| Yield(%) | 0.00 | 3.77 | 3.22 | 2.66 | 2.79 | 3.40 | 3.08 | … | … | 1.56 | 3.35 | 3.00 | 2.94 | 2.26 | 2.76 | 2.62 | 2.89 | 2.91 | 3.01 | 3.30 | 3.37 | 4.16 | 3.73 | 4.11 | 4.57 | 4.60 | 5.10 | 4.17 | 0.94 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PZT (Invesco New York AMT-Free Municipal Bond ETF) |
-4.06%
Oct 2020 – Oct 2023 |
-0.98%
Jul 2020 – Jul 2025 |
1.37%
Oct 2012 – Oct 2022 |
2.54%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZT (Invesco New York AMT-Free Municipal Bond ETF) |
9.87%
Jan 2009 – Jan 2012 |
6.50%
Jan 2011 – Jan 2016 |
5.41%
Jan 2011 – Jan 2021 |
4.29%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart