Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) | 2.07% | 3.86% | 3.97% | 1.71% | 1.87% | 1.74% | 0.68% | 0.63% |
Data as of 08/01/2025, AR inception is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) | 06/17/2004 | 08/01/2025 |
| 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 3.86 | 3.97 | 1.71 | 1.87 | 1.74 | 0.68 | 0.63 | 2.07 | 5.08 | 5.22 | -4.32 | -0.27 | 2.98 | 4.68 | 0.26 | 1.55 | 2.49 | 0.10 | 0.82 | 0.75 | 3.97 | 0.63 | 2.20 | 0.58 | -11.07 | -1.53 | -0.71 | -1.20 | 0.30 |
| Sharpe Ratio | NA | 0.59 | 0.31 | -0.17 | 0.21 | NA | NA | -0.26 | 0.00 | -0.68 | 0.35 | -2.32 | -0.30 | 0.89 | 1.98 | -0.94 | 0.81 | 1.79 | 0.05 | 0.71 | 0.72 | 3.62 | 0.42 | 1.46 | 0.17 | -1.92 | -3.50 | -3.50 | -2.72 | -0.53 |
| Standard Deviation(%) | NA | 2.10 | 2.44 | 2.12 | 1.99 | NA | NA | 2.19 | 1.98 | 2.22 | 2.80 | 2.47 | 1.00 | 3.09 | 1.65 | 1.12 | 1.14 | 1.27 | 1.28 | 1.13 | 1.00 | 1.09 | 1.44 | 1.45 | 2.93 | 6.23 | 1.30 | 1.14 | 1.24 | 1.16 |
| Draw Down(%) | NA | 0.99 | 2.78 | 7.22 | 7.24 | NA | NA | 17.69 | 0.99 | 0.86 | 1.45 | 6.59 | 0.86 | 7.24 | 0.69 | 0.64 | 0.75 | 0.81 | 1.27 | 0.81 | 1.26 | 0.46 | 1.83 | 1.10 | 4.72 | 11.25 | 2.23 | 1.31 | 1.40 | 0.60 |
| Yield(%) | 0.00 | 3.30 | 3.69 | 2.57 | 2.25 | 2.05 | 1.38 | 1.31 | 1.43 | 4.70 | 3.94 | 1.79 | 1.10 | 1.87 | 2.51 | 2.12 | 1.55 | 1.42 | 1.61 | 1.62 | 1.43 | 1.85 | 2.01 | 1.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) |
-5.48%
Mar 2006 - Mar 2009 |
-3.11%
Aug 2004 - Aug 2009 |
-0.67%
Sep 2004 - Sep 2014 |
-0.02%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) |
4.26%
Jun 2022 - Jun 2025 |
2.70%
Mar 2020 - Mar 2025 |
1.87%
Mar 2009 - Mar 2019 |
1.77%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart