Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PZT (Invesco New York AMT-Free Municipal Bond ETF) | -3.26% | -3.56% | 1.05% | -0.50% | 1.96% | 2.78% | NA | 2.83% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | -3.56 | 1.05 | -0.50 | 1.96 | 2.78 | NA | 2.83 | -3.26 | 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 | -0.81 | -0.28 | -0.39 | 0.08 | NA | NA | 0.22 | -0.91 | -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 | 8.35 | 7.43 | 6.48 | 6.98 | NA | NA | 8.22 | 10.45 | 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 | 8.86 | 10.32 | 19.10 | 19.10 | NA | NA | 22.71 | 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 | 3.14 | 2.93 | 2.63 | 2.95 | 3.35 | 2.94 | 3.45 | 1.61 | 2.99 | 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 07/03/2025, AR inception 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 |
-0.48%
Oct 2017 - Oct 2022 |
1.37%
Oct 2012 - Oct 2022 |
2.76%
May 2010 - May 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