Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XIQIX (Invesco Quality Municipal Income Trust Common) | 2.64% | 10.02% | 3.98% | -0.76% | 1.12% | 2.39% | 0.89% | … | … |
Data as of 06/03/2026, Common starting date is 02/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIQIX (Invesco Quality Municipal Income Trust Common) | 02/11/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 10.02 | 3.98 | -0.76 | 1.12 | 2.39 | 0.89 | … | … | 2.64 | 2.17 | 1.40 | 9.59 | -18.29 | 3.58 | 6.91 | 9.66 | -0.06 | 4.64 | -4.67 | 0.53 | 19.79 | -8.02 | 5.90 | 8.77 | -2.99 | 23.20 | -27.77 | -6.37 | -0.39 | -1.29 | -0.26 | -0.06 | 3.39 | -2.58 | 4.94 | -8.49 |
| Sharpe Ratio | NA | 1.39 | 0.19 | -0.46 | -0.08 | NA | NA | … | … | 0.66 | -0.08 | -0.38 | 0.75 | -2.36 | 1.45 | 0.57 | 3.64 | -0.68 | 1.36 | -1.10 | 0.14 | 6.24 | -1.34 | 1.58 | 1.87 | -0.61 | 3.74 | -1.89 | -2.25 | -1.13 | -0.85 | -0.28 | -0.14 | 0.46 | -1.10 | 0.24 | -4.69 |
| Standard Deviation(%) | NA | 4.52 | 7.49 | 7.25 | 6.63 | NA | NA | … | … | 5.01 | 8.96 | 5.86 | 7.98 | 8.40 | 2.46 | 11.75 | 2.25 | 2.14 | 2.94 | 4.44 | 3.66 | 3.17 | 6.03 | 3.72 | 4.68 | 5.08 | 6.18 | 15.12 | 4.25 | 3.37 | 4.18 | 4.40 | 5.51 | 4.84 | 4.67 | 2.95 | 2.75 |
| Draw Down(%) | NA | 4.03 | 12.21 | 25.70 | 25.70 | NA | NA | … | … | 4.03 | 9.55 | 4.25 | 12.60 | 25.26 | 3.07 | 17.27 | 2.08 | 2.89 | 2.22 | 11.20 | 6.70 | 2.24 | 15.45 | 3.75 | 4.95 | 10.77 | 5.86 | 36.66 | 9.67 | 4.02 | 5.10 | 8.44 | 8.26 | 6.15 | 7.25 | 3.72 | 8.73 |
| Yield(%) | 0.00 | 7.61 | 6.01 | 4.40 | 3.82 | 3.72 | 2.34 | … | … | 3.09 | 7.01 | 5.68 | 4.16 | 4.01 | 4.45 | 4.44 | 4.76 | 4.95 | 2.07 | 0.00 | 0.47 | 6.33 | 5.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIQIX (Invesco Quality Municipal Income Trust Common) |
-12.34%
Dec 2005 – Dec 2008 |
-7.93%
Nov 2003 – Nov 2008 |
-3.57%
Mar 1999 – Mar 2009 |
-0.88%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIQIX (Invesco Quality Municipal Income Trust Common) |
9.79%
Aug 2013 – Aug 2016 |
5.77%
Jan 2011 – Jan 2016 |
4.46%
Jan 2011 – Jan 2021 |
3.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart