Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKMPX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS A) | NA | -0.36% | 2.39% | 2.64% | 3.69% | 3.33% | 4.07% | … | … |
Data as of 05/15/2020, Common starting date is 06/08/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKMPX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS A) | 06/08/1987 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -0.36 | 2.39 | 2.64 | 3.69 | 3.33 | 4.07 | … | … | -3.45 | 6.92 | 0.84 | 5.16 | 0.64 | 3.20 | 11.86 | -6.14 | 9.57 | 9.80 | 2.80 | 22.67 | -14.51 | -1.25 | 4.97 | 3.76 | 3.91 | 4.64 | 7.49 | 3.96 | 9.98 | -4.49 | 5.31 | 8.61 | 3.88 | 16.61 | -5.72 | 13.27 | 10.10 | 11.37 | 7.33 | 10.71 | 14.22 | 5.64 |
| Sharpe Ratio | NA | -0.16 | 0.25 | 0.46 | 0.92 | NA | NA | … | … | -0.72 | 2.84 | -0.27 | 2.13 | 0.17 | 1.56 | 6.13 | -1.62 | 4.39 | 3.34 | 0.88 | 5.84 | -1.97 | -1.57 | 0.83 | 0.70 | 0.86 | 1.17 | 2.09 | 0.60 | 2.29 | -2.54 | 0.72 | 1.77 | 0.08 | 3.01 | -1.40 | 3.27 | 2.61 | 1.26 | 0.66 | 1.72 | 1.74 | 1.04 |
| Standard Deviation(%) | NA | 8.19 | 4.99 | 4.13 | 3.57 | NA | NA | … | … | 13.18 | 1.94 | 1.83 | 2.13 | 2.58 | 2.04 | 1.93 | 3.81 | 2.18 | 2.93 | 3.07 | 3.87 | 7.80 | 2.74 | 2.03 | 2.29 | 3.44 | 3.37 | 3.05 | 2.78 | 2.59 | 3.03 | 2.75 | 2.85 | 4.63 | 4.24 | 6.18 | 3.41 | 2.93 | 6.01 | 3.08 | 2.91 | 5.48 | 5.75 |
| Draw Down(%) | NA | 12.17 | 12.17 | 12.17 | 12.17 | NA | NA | … | … | 12.17 | 1.45 | 1.66 | 1.16 | 5.68 | 2.10 | 0.98 | 10.02 | 1.79 | 2.85 | 5.42 | 2.50 | 19.10 | 4.64 | 1.22 | 2.32 | 5.43 | 4.90 | 3.50 | 3.53 | 2.94 | 6.46 | 1.66 | 1.72 | 4.33 | 2.65 | 11.21 | 2.99 | 3.11 | 3.88 | 2.48 | 1.59 | 3.49 | 7.69 |
| Yield(%) | 0.00 | 3.55 | 3.71 | 3.60 | 3.88 | 3.76 | 4.25 | … | … | 0.98 | 3.99 | 3.96 | 3.36 | 3.53 | 3.43 | 3.80 | 3.59 | 4.14 | 4.36 | 4.33 | 5.54 | 4.73 | 3.96 | 4.46 | 4.39 | 3.98 | 3.97 | 4.68 | 4.79 | 5.11 | 5.16 | 5.18 | 5.22 | 5.11 | 5.91 | 5.34 | 6.10 | 6.54 | 6.86 | 6.88 | 7.10 | 7.50 | 4.84 |
Data as of 05/15/2020, Common starting date is 06/08/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKMPX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS A) |
-3.95%
Dec 2005 – Dec 2008 |
-0.91%
Dec 2003 – Dec 2008 |
1.61%
Dec 1998 – Dec 2008 |
2.89%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKMPX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS A) |
12.86%
Sep 1990 – Sep 1993 |
11.47%
Sep 1987 – Sep 1992 |
9.34%
Oct 1987 – Oct 1997 |
7.78%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart