Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STBYX (INVESCO SHORT TERM BOND FUND CLASS Y) | 1.85% | 4.10% | 4.29% | 2.18% | 2.35% | 2.23% | NA | 2.47% |
Data as of 07/31/2025, AR inception is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBYX (INVESCO SHORT TERM BOND FUND CLASS Y) | 10/10/2008 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.10 | 4.29 | 2.18 | 2.35 | 2.23 | NA | 2.47 | 1.85 | 5.18 | 5.89 | -3.92 | 0.46 | 3.38 | 5.21 | 0.85 | 1.89 | 3.07 | 0.75 | 1.12 | 1.21 | 4.55 | 1.19 | 3.13 | 5.17 | -1.37 |
| Sharpe Ratio | NA | 0.75 | 0.45 | 0.07 | 0.46 | NA | NA | 0.75 | 0.12 | -0.65 | 0.58 | -2.10 | 0.46 | 1.01 | 2.41 | -0.37 | 1.05 | 2.10 | 0.54 | 0.96 | 1.10 | 3.77 | 0.78 | 1.94 | 1.52 | -1.71 |
| Standard Deviation(%) | NA | 2.21 | 2.50 | 2.17 | 2.03 | NA | NA | 1.96 | 2.18 | 2.18 | 2.83 | 2.53 | 0.97 | 3.11 | 1.57 | 1.23 | 1.21 | 1.36 | 1.35 | 1.15 | 1.07 | 1.20 | 1.48 | 1.56 | 3.33 | 3.62 |
| Draw Down(%) | NA | 0.99 | 2.73 | 6.50 | 7.25 | NA | NA | 7.25 | 0.99 | 0.98 | 1.37 | 6.17 | 0.70 | 7.25 | 0.69 | 0.46 | 0.63 | 0.81 | 1.00 | 0.69 | 1.22 | 0.46 | 1.74 | 1.06 | 3.95 | 2.83 |
| Yield(%) | 0.00 | 4.10 | 4.15 | 3.07 | 2.74 | 2.53 | 2.20 | 2.75 | 1.58 | 5.20 | 4.45 | 2.26 | 1.62 | 2.40 | 3.01 | 2.59 | 2.00 | 1.99 | 2.15 | 2.04 | 1.89 | 2.42 | 2.56 | 2.52 | 4.42 | 0.46 |
Data as of 07/31/2025, AR inception is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBYX (INVESCO SHORT TERM BOND FUND CLASS Y) |
-0.65%
Oct 2019 - Oct 2022 |
0.71%
Oct 2017 - Oct 2022 |
1.20%
Oct 2012 - Oct 2022 |
2.14%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBYX (INVESCO SHORT TERM BOND FUND CLASS Y) |
4.62%
Jun 2022 - Jun 2025 |
3.62%
Mar 2009 - Mar 2014 |
2.71%
Mar 2009 - Mar 2019 |
2.45%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart