Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKLCX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS C) | 1.06% | 5.30% | 3.15% | 0.23% | 1.27% | 2.08% | 2.44% | … | … |
Data as of 06/04/2026, Common starting date is 10/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKLCX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS C) | 10/28/1993 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 5.30 | 3.15 | 0.23 | 1.27 | 2.08 | 2.44 | … | … | 1.06 | 3.22 | 2.22 | 4.92 | -9.71 | 1.86 | 2.83 | 6.09 | 0.11 | 4.43 | -0.97 | 2.18 | 7.03 | -2.52 | 5.14 | 7.89 | 2.51 | 13.43 | -5.17 | 1.74 | 3.33 | 2.07 | 2.97 | 3.77 | 8.40 | 4.35 | 5.73 | -2.23 | 5.22 | 7.29 | 3.60 | 14.81 | -4.01 | 0.87 |
| Sharpe Ratio | NA | 1.26 | 0.07 | -0.69 | -0.10 | NA | NA | … | … | -0.05 | 0.08 | -0.55 | 0.37 | -2.92 | 1.30 | 0.36 | 2.96 | -0.85 | 2.03 | -0.49 | 1.34 | 4.38 | -0.92 | 2.70 | 3.81 | 0.99 | 4.27 | -1.39 | -0.70 | -0.04 | -0.09 | 0.64 | 1.00 | 2.57 | 0.84 | 0.68 | -2.62 | 0.83 | 1.58 | -0.02 | 3.07 | -1.34 | 0.77 |
| Standard Deviation(%) | NA | 2.13 | 3.38 | 3.29 | 3.47 | NA | NA | … | … | 2.48 | 4.20 | 2.56 | 3.40 | 3.83 | 1.41 | 7.20 | 1.56 | 1.51 | 1.87 | 2.41 | 1.61 | 1.60 | 2.78 | 1.90 | 2.06 | 2.44 | 3.12 | 4.40 | 2.02 | 1.82 | 2.04 | 3.10 | 3.04 | 2.82 | 2.28 | 2.23 | 2.14 | 2.10 | 2.28 | 3.48 | 3.53 | 5.29 | 3.66 |
| Draw Down(%) | NA | 2.46 | 4.85 | 14.26 | 14.26 | NA | NA | … | … | 2.46 | 4.58 | 1.81 | 5.24 | 13.64 | 1.81 | 11.88 | 1.40 | 1.74 | 1.07 | 5.74 | 2.09 | 1.12 | 6.08 | 1.66 | 1.70 | 4.30 | 2.31 | 9.13 | 1.79 | 1.40 | 2.18 | 4.89 | 4.57 | 3.14 | 3.33 | 2.05 | 3.67 | 1.32 | 1.48 | 3.41 | 1.98 | 9.01 | 1.58 |
| Yield(%) | 0.00 | 2.39 | 2.60 | 2.04 | 2.00 | 2.28 | 2.51 | … | … | 0.96 | 2.48 | 2.67 | 2.66 | 1.54 | 1.59 | 1.80 | 2.11 | 2.07 | 2.10 | 1.76 | 2.06 | 2.67 | 2.40 | 3.00 | 3.30 | 3.01 | 3.68 | 3.19 | 2.74 | 2.72 | 3.16 | 2.83 | 3.43 | 3.87 | 3.43 | 4.01 | 4.13 | 3.99 | 4.00 | 3.98 | 4.39 | 4.15 | 0.86 |
Data as of 06/04/2026, Common starting date is 10/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLCX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS C) |
-3.02%
Oct 2019 – Oct 2022 |
-0.61%
Oct 2017 – Oct 2022 |
0.66%
Oct 2012 – Oct 2022 |
1.76%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLCX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS C) |
8.80%
Nov 1994 – Nov 1997 |
6.24%
Mar 1994 – Mar 1999 |
5.40%
Nov 1994 – Nov 2004 |
4.64%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart