Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBAX (INVESCO SHORT TERM BOND FUND CLASS A) | 0.34% | 3.83% | 5.16% | 2.37% | 2.38% | 2.15% | 2.19% | … | … |
Data as of 06/03/2026, Common starting date is 05/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBAX (INVESCO SHORT TERM BOND FUND CLASS A) | 05/27/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.83 | 5.16 | 2.37 | 2.38 | 2.15 | 2.19 | … | … | 0.34 | 5.59 | 5.33 | 5.73 | -4.46 | 0.16 | 3.21 | 5.05 | 0.71 | 1.75 | 2.91 | 0.60 | 0.98 | 1.18 | 4.19 | 0.92 | 3.34 | 4.77 | -4.90 | 3.98 | 4.32 | 0.71 | 0.12 |
| Sharpe Ratio | NA | 0.85 | 0.94 | -0.06 | 0.37 | NA | NA | … | … | -0.68 | 1.34 | 0.71 | 0.71 | -2.37 | 0.14 | 0.96 | 2.31 | -0.55 | 0.94 | 2.05 | 0.43 | 0.85 | 1.09 | 3.64 | 0.59 | 1.98 | 1.43 | -0.90 | 0.40 | 0.51 | -1.14 | -0.78 |
| Standard Deviation(%) | NA | 1.97 | 2.32 | 2.34 | 2.09 | NA | NA | … | … | 2.03 | 2.04 | 2.40 | 2.96 | 2.50 | 0.98 | 3.09 | 1.55 | 1.23 | 1.17 | 1.31 | 1.33 | 1.14 | 1.05 | 1.15 | 1.50 | 1.64 | 3.27 | 6.48 | 2.11 | 1.77 | 1.36 | 1.27 |
| Draw Down(%) | NA | 1.35 | 1.35 | 7.27 | 7.27 | NA | NA | … | … | 1.35 | 0.99 | 0.98 | 1.44 | 6.78 | 0.75 | 7.25 | 0.58 | 0.60 | 0.64 | 0.81 | 1.07 | 0.69 | 1.23 | 0.46 | 1.79 | 1.08 | 3.98 | 8.25 | 1.03 | 0.51 | 0.90 | 0.80 |
| Yield(%) | 0.00 | 3.90 | 4.59 | 3.39 | 2.81 | 2.50 | 2.76 | … | … | 1.31 | 4.49 | 5.06 | 4.32 | 2.12 | 1.42 | 2.23 | 2.86 | 2.44 | 1.86 | 1.84 | 2.00 | 1.90 | 1.74 | 2.18 | 2.30 | 2.61 | 4.16 | 6.41 | 5.42 | 4.82 | 1.90 | 0.22 |
Data as of 06/03/2026, Common starting date is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBAX (INVESCO SHORT TERM BOND FUND CLASS A) |
-0.95%
Oct 2019 – Oct 2022 |
0.44%
Oct 2017 – Oct 2022 |
0.99%
Oct 2012 – Oct 2022 |
1.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBAX (INVESCO SHORT TERM BOND FUND CLASS A) |
5.94%
Oct 2022 – Oct 2025 |
3.45%
Mar 2009 – Mar 2014 |
2.63%
Feb 2016 – Feb 2026 |
2.26%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart