Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMO (Invesco Municipal Opportunity Trust) | -2.77% | -1.91% | 1.39% | -0.46% | 1.94% | 0.35% | 0.03% | 0.55% |
Data as of 07/25/2025, AR inception is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMO (Invesco Municipal Opportunity Trust) | 01/03/2000 | 07/25/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | -1.91 | 1.39 | -0.46 | 1.94 | 0.35 | 0.03 | 0.55 | -2.77 | 7.75 | 1.68 | -24.16 | 12.75 | 8.94 | 16.23 | -4.58 | 3.06 | 1.23 | 2.41 | 9.82 | -19.74 | 0.76 | 11.04 | -2.47 | 37.84 | -31.69 | -7.61 | 5.71 | -0.82 | -12.00 | 3.93 | 3.29 | 6.16 | 10.84 |
| Sharpe Ratio | NA | -0.50 | -0.17 | -0.22 | 0.04 | NA | NA | -0.05 | -0.72 | 0.41 | -0.16 | -1.66 | 1.62 | 0.33 | 2.45 | -0.86 | 0.38 | 0.08 | 0.29 | 1.44 | -1.34 | 0.05 | 0.90 | -0.12 | 1.55 | -0.75 | -1.03 | 0.33 | -0.41 | -1.15 | 0.35 | 0.22 | 0.37 | 0.59 |
| Standard Deviation(%) | NA | 10.18 | 11.92 | 11.47 | 12.69 | NA | NA | 15.23 | 10.99 | 10.03 | 12.52 | 15.49 | 7.86 | 26.19 | 6.02 | 6.99 | 6.42 | 12.27 | 8.23 | 6.80 | 14.81 | 12.90 | 12.18 | 20.97 | 24.42 | 43.41 | 10.51 | 7.00 | 7.55 | 11.34 | 9.28 | 9.83 | 10.25 | 11.27 |
| Draw Down(%) | NA | 9.37 | 22.93 | 37.51 | 37.51 | NA | NA | 59.97 | 8.67 | 6.57 | 19.73 | 34.05 | 4.71 | 25.48 | 4.75 | 8.77 | 7.39 | 16.71 | 10.60 | 4.16 | 27.61 | 10.96 | 8.44 | 15.63 | 16.78 | 53.11 | 13.96 | 9.66 | 10.84 | 20.11 | 11.59 | 9.88 | 7.88 | 8.22 |
| Yield(%) | 0.00 | 7.59 | 5.52 | 4.86 | 4.77 | 2.77 | 1.98 | 1.81 | 4.48 | 6.58 | 4.39 | 4.07 | 4.97 | 4.82 | 5.35 | 5.33 | 5.80 | 4.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMO (Invesco Municipal Opportunity Trust) |
-12.62%
Dec 2005 - Dec 2008 |
-10.25%
Dec 2003 - Dec 2008 |
-3.87%
Nov 2003 - Nov 2013 |
-1.78%
Oct 2003 - Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMO (Invesco Municipal Opportunity Trust) |
15.54%
Jan 2009 - Jan 2012 |
7.02%
Dec 2016 - Dec 2021 |
3.36%
Jul 2011 - Jul 2021 |
2.69%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart