Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XOIAX (Invesco Municipal Income Opportunities Trust Common) | 3.37% | 10.86% | 5.16% | 0.56% | 2.43% | 3.59% | 1.64% | … | … |
Data as of 06/03/2026, Common starting date is 02/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XOIAX (Invesco Municipal Income Opportunities 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 (%) | 0.97 | 10.86 | 5.16 | 0.56 | 2.43 | 3.59 | 1.64 | … | … | 3.37 | 2.70 | 4.05 | 8.62 | -16.11 | 6.71 | 6.00 | 10.77 | 1.31 | 5.59 | -3.41 | 1.63 | 17.31 | -4.60 | 9.30 | 5.20 | -0.30 | 24.48 | -30.93 | -8.73 | 4.37 | 1.26 | 2.20 | -1.90 | 0.00 | -1.15 | -1.11 | -7.73 |
| Sharpe Ratio | NA | 1.45 | 0.33 | -0.29 | 0.12 | NA | NA | … | … | 1.00 | -0.02 | 0.07 | 0.65 | -2.50 | 3.03 | 0.47 | 4.14 | -0.03 | 1.83 | -0.96 | 0.56 | 7.84 | -1.11 | 3.51 | 1.44 | -0.09 | 4.96 | -3.61 | -3.34 | 0.36 | -0.42 | 0.41 | -0.91 | -0.42 | -1.42 | -1.77 | -4.07 |
| Standard Deviation(%) | NA | 4.78 | 7.51 | 6.90 | 6.47 | NA | NA | … | … | 5.12 | 9.07 | 5.87 | 7.64 | 7.05 | 2.21 | 12.11 | 2.24 | 2.62 | 2.71 | 3.77 | 2.87 | 2.21 | 4.16 | 2.66 | 3.60 | 4.23 | 4.91 | 8.80 | 3.57 | 2.67 | 2.35 | 2.95 | 2.88 | 2.74 | 2.58 | 3.01 | 2.96 |
| Draw Down(%) | NA | 3.69 | 11.99 | 22.44 | 22.44 | NA | NA | … | … | 3.69 | 9.22 | 4.13 | 12.56 | 22.21 | 2.41 | 18.85 | 1.64 | 2.89 | 1.47 | 8.67 | 3.77 | 1.19 | 10.69 | 2.09 | 3.82 | 8.25 | 3.85 | 32.43 | 9.55 | 1.12 | 1.86 | 3.43 | 4.52 | 2.51 | 4.15 | 4.68 | 7.95 |
| Yield(%) | 0.00 | 5.86 | 5.43 | 4.40 | 4.14 | 4.13 | 2.53 | … | … | 2.35 | 5.46 | 5.38 | 5.22 | 4.51 | 4.84 | 4.94 | 5.31 | 5.31 | 2.31 | 0.00 | 0.44 | 6.01 | 5.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.60 | 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 |
|---|---|---|---|---|
| XOIAX (Invesco Municipal Income Opportunities Trust Common) |
-13.03%
Dec 2005 – Dec 2008 |
-7.40%
Dec 2003 – Dec 2008 |
-4.47%
Mar 1999 – Mar 2009 |
-0.89%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOIAX (Invesco Municipal Income Opportunities Trust Common) |
9.29%
Dec 2008 – Dec 2011 |
6.68%
Mar 2009 – Mar 2014 |
5.31%
Dec 2008 – Dec 2018 |
4.43%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart