Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKLSX (Invesco Intermediate Term Muni Income Fu) | 1.41% | 6.20% | 4.21% | 1.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKLSX (Invesco Intermediate Term Muni Income Fu) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 6.20 | 4.21 | 1.26 | NA | NA | NA | … | … | 1.41 | 4.24 | 3.30 | 6.00 | -8.72 | 2.95 | 3.93 | 7.29 | 1.07 | 2.69 |
| Sharpe Ratio | NA | 1.63 | 0.38 | -0.37 | NA | NA | NA | … | … | 0.29 | 0.32 | -0.12 | 0.68 | -2.56 | 1.92 | 0.50 | 3.29 | -0.20 | 1.59 |
| Standard Deviation(%) | NA | 2.27 | 3.45 | 3.37 | NA | NA | NA | … | … | 2.56 | 4.21 | 2.71 | 3.47 | 3.98 | 1.52 | 7.33 | 1.77 | 1.58 | 1.83 |
| Draw Down(%) | NA | 2.46 | 4.70 | 13.16 | NA | NA | NA | … | … | 2.46 | 4.39 | 1.71 | 4.74 | 12.92 | 1.81 | 11.93 | 1.39 | 1.46 | 1.07 |
| Yield(%) | 0.00 | 3.27 | 3.59 | 2.97 | 2.75 | 1.83 | 1.38 | … | … | 1.30 | 3.46 | 3.71 | 3.69 | 2.52 | 2.76 | 2.84 | 3.18 | 3.10 | 1.32 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLSX (Invesco Intermediate Term Muni Income Fu) |
-2.01%
Oct 2019 – Oct 2022 |
0.42%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLSX (Invesco Intermediate Term Muni Income Fu) |
5.81%
Oct 2022 – Oct 2025 |
2.33%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart