Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTN (Invesco Trust For Inv Grade NY Munis) | -0.97% | 18.34% | 10.01% | 1.42% | 1.81% | 4.05% | 4.53% | … | … |
Data as of 06/04/2026, Common starting date is 05/13/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTN (Invesco Trust For Inv Grade NY Munis) | 05/13/1992 | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 18.34 | 10.01 | 1.42 | 1.81 | 4.05 | 4.53 | … | … | -0.97 | 18.81 | 6.84 | 7.28 | -21.15 | 7.26 | 0.29 | 19.36 | -8.17 | 8.75 | -4.30 | 13.46 | 11.34 | -15.51 | 15.73 | 20.20 | 2.43 | 73.54 | -32.05 | -5.65 | 11.29 | 6.52 | -7.18 | 13.35 | 13.84 | 7.70 | 19.15 | -20.14 | 5.20 | 14.96 | 0.86 | 13.73 | -22.73 | 9.09 | 2.54 |
| Sharpe Ratio | NA | 1.36 | 0.71 | -0.07 | 0.01 | NA | NA | … | … | -0.35 | 1.56 | 0.33 | 0.33 | -1.53 | 0.77 | 0.00 | 2.32 | -1.38 | 1.27 | -0.41 | 1.77 | 1.51 | -1.20 | 1.50 | 1.53 | 0.17 | 3.54 | -0.97 | -0.78 | 1.24 | 0.54 | -0.70 | 1.21 | 1.14 | 0.69 | 1.66 | -2.66 | 0.13 | 0.88 | -0.22 | 0.66 | -1.49 | 0.51 | 0.13 |
| Standard Deviation(%) | NA | 10.83 | 10.68 | 11.51 | 12.52 | NA | NA | … | … | 13.08 | 10.26 | 9.75 | 11.15 | 14.84 | 9.37 | 25.22 | 7.70 | 6.96 | 6.38 | 11.14 | 7.59 | 7.52 | 12.97 | 10.54 | 13.14 | 13.60 | 20.74 | 33.89 | 11.32 | 6.41 | 7.92 | 11.63 | 10.48 | 11.15 | 7.68 | 8.99 | 8.85 | 13.30 | 12.83 | 12.32 | 14.67 | 17.35 | 13.46 | 13.47 |
| Draw Down(%) | NA | 11.38 | 16.61 | 33.63 | 33.63 | NA | NA | … | … | 11.38 | 9.67 | 9.64 | 19.32 | 28.78 | 4.68 | 29.17 | 5.72 | 10.36 | 3.10 | 19.89 | 4.47 | 5.59 | 21.67 | 8.28 | 7.07 | 12.77 | 9.50 | 48.85 | 11.78 | 7.12 | 8.63 | 22.31 | 7.62 | 10.03 | 6.67 | 6.72 | 22.46 | 7.83 | 5.74 | 9.09 | 6.67 | 29.93 | 7.97 | 9.38 |
| Yield(%) | 0.00 | 8.22 | 6.86 | 4.54 | 4.05 | 5.18 | 5.28 | … | … | 3.01 | 7.74 | 6.45 | 3.97 | 3.82 | 4.34 | 4.07 | 5.11 | 5.00 | 5.15 | 5.47 | 5.99 | 6.74 | 5.96 | 6.63 | 7.43 | 7.03 | 9.40 | 5.70 | 4.99 | 6.07 | 7.77 | 6.27 | 8.93 | 8.90 | 6.36 | 7.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/13/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTN (Invesco Trust For Inv Grade NY Munis) |
-10.64%
Dec 2005 – Dec 2008 |
-6.74%
Dec 2003 – Dec 2008 |
-0.76%
Nov 1998 – Nov 2008 |
0.00%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTN (Invesco Trust For Inv Grade NY Munis) |
28.80%
Dec 2008 – Dec 2011 |
16.10%
Nov 2008 – Nov 2013 |
9.77%
Nov 2008 – Nov 2018 |
7.12%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart