Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHTIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A2) | 0.90% | 3.30% | 4.43% | 2.49% | 2.57% | 1.86% | 2.18% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHTIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A2) | 12/30/1987 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.30 | 4.43 | 2.49 | 2.57 | 1.86 | 2.18 | … | … | 0.90 | 2.47 | 4.03 | 4.12 | -4.50 | 5.04 | 5.18 | 4.63 | -0.05 | 0.39 | 3.19 | -0.19 | -0.17 | -0.31 | 0.13 | 0.53 | 0.99 | 0.18 | 5.51 | 6.27 | 3.30 | 1.27 | -0.22 | 1.42 | 4.55 | 7.56 | 7.01 | 2.67 | 6.09 | 5.98 | 4.74 | 9.40 | 0.85 | 3.61 | 4.60 | 10.48 | 8.97 | 9.63 | 5.91 | 0.30 |
| Sharpe Ratio | NA | 0.31 | 0.52 | -0.02 | 0.37 | NA | NA | … | … | -0.12 | -0.12 | -1.12 | -0.04 | -1.24 | 2.21 | 1.62 | 1.73 | -0.96 | -0.14 | 1.44 | -0.26 | -0.23 | -0.45 | 0.11 | 0.59 | 1.00 | 0.06 | 1.75 | 1.72 | 0.02 | -0.66 | -0.78 | 0.49 | 2.00 | 2.25 | 1.51 | -0.30 | 1.30 | 1.28 | 0.58 | 2.43 | -0.99 | 0.94 | 0.89 | 2.84 | 1.38 | 1.31 | 0.47 | NA |
| Standard Deviation(%) | NA | 2.07 | 2.50 | 3.20 | 2.71 | NA | NA | … | … | 2.49 | 3.11 | 2.29 | 3.58 | 4.75 | 2.27 | 3.05 | 1.86 | 1.42 | 1.69 | 2.07 | 0.86 | 0.80 | 0.75 | 0.73 | 0.84 | 0.90 | 1.47 | 2.61 | 1.91 | 1.59 | 1.37 | 1.49 | 1.49 | 1.73 | 2.36 | 1.93 | 1.84 | 2.13 | 1.92 | 2.11 | 2.28 | 2.12 | 1.62 | 2.45 | 2.36 | 2.66 | 2.99 | 2.64 | 0.00 |
| Draw Down(%) | NA | 1.68 | 1.68 | 6.73 | 6.73 | NA | NA | … | … | 1.68 | 2.82 | 1.20 | 2.02 | 6.73 | 1.29 | 4.47 | 0.77 | 1.14 | 1.11 | 1.36 | 0.67 | 0.38 | 0.66 | 0.38 | 0.38 | 0.52 | 0.76 | 1.81 | 0.59 | 0.50 | 0.66 | 1.73 | 0.84 | 0.86 | 1.24 | 0.40 | 0.69 | 0.77 | 0.50 | 1.07 | 0.60 | 1.78 | 0.68 | 1.11 | 0.40 | 0.62 | 1.11 | 1.01 | 0.00 |
| Yield(%) | 0.00 | 3.35 | 3.16 | 3.91 | 2.92 | 2.05 | 2.15 | … | … | 0.00 | 4.29 | 2.87 | 3.11 | 6.62 | 4.26 | 1.07 | 2.02 | 2.56 | 2.00 | 1.83 | 0.00 | 0.02 | 0.08 | 0.13 | 0.53 | 0.99 | 0.75 | 2.40 | 4.03 | 3.73 | 2.62 | 1.04 | 3.04 | 3.43 | 4.43 | 5.50 | 4.58 | 5.05 | 5.43 | 5.20 | 6.01 | 4.19 | 3.86 | 5.06 | 6.96 | 7.69 | 8.54 | 7.65 | 0.40 |
Data as of 06/03/2026, Common starting date is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A2) |
-0.22%
Dec 2012 – Dec 2015 |
-0.01%
Nov 2010 – Nov 2015 |
0.46%
Dec 2008 – Dec 2018 |
1.19%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTIX (INVESCO SHORT DURATION INFLATION PROTECTED FUND CLASS A2) |
9.69%
Dec 1988 – Dec 1991 |
7.89%
Apr 1988 – Apr 1993 |
6.44%
Aug 1988 – Aug 1998 |
6.02%
Jan 1988 – Jan 2003 |
Annualized Rolling Returns Comparison Chart