Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVTNX (Invesco Trust for Investment Grade New York Municipals) | 3.22% | 11.74% | 3.17% | -0.61% | 0.77% | 2.04% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVTNX (Invesco Trust for Investment Grade New York Municipals) | 07/17/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 11.74 | 3.17 | -0.61 | 0.77 | 2.04 | NA | … | … | 3.22 | 0.84 | 0.90 | 9.38 | -16.76 | 4.41 | 4.07 | 9.14 | -0.34 | 3.63 | -5.92 | 0.37 | 17.27 | -7.53 | 6.01 | 10.32 | -4.50 | 29.42 | -29.02 | -4.15 |
| Sharpe Ratio | NA | 1.28 | 0.06 | -0.39 | -0.12 | NA | NA | … | … | 0.69 | -0.19 | -0.43 | 0.67 | -2.10 | 1.82 | 0.32 | 3.12 | -0.79 | 1.05 | -1.45 | 0.10 | 5.69 | -1.27 | 1.58 | 1.80 | -0.80 | 3.87 | -1.47 | -1.85 |
| Standard Deviation(%) | NA | 5.81 | 8.83 | 8.17 | 7.13 | NA | NA | … | … | 6.61 | 11.08 | 6.33 | 8.62 | 8.71 | 2.41 | 11.72 | 2.46 | 2.18 | 2.85 | 4.23 | 3.37 | 3.03 | 5.95 | 3.80 | 5.72 | 5.74 | 7.58 | 20.37 | 6.19 |
| Draw Down(%) | NA | 4.95 | 13.67 | 25.21 | 25.21 | NA | NA | … | … | 4.95 | 11.36 | 4.37 | 13.79 | 24.71 | 3.07 | 17.55 | 2.30 | 3.14 | 2.14 | 11.23 | 5.72 | 2.34 | 14.42 | 3.84 | 6.77 | 12.71 | 5.93 | 40.03 | 7.29 |
| Yield(%) | 0.00 | 7.86 | 5.79 | 4.23 | 3.52 | 3.48 | 2.28 | … | … | 3.16 | 7.08 | 5.49 | 3.45 | 3.53 | 3.92 | 3.80 | 4.49 | 4.70 | 2.01 | 0.00 | 0.44 | 6.45 | 5.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVTNX (Invesco Trust for Investment Grade New York Municipals) |
-6.09%
Oct 2019 – Oct 2022 |
-2.02%
Oct 2017 – Oct 2022 |
-0.55%
Oct 2012 – Oct 2022 |
-0.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVTNX (Invesco Trust for Investment Grade New York Municipals) |
10.89%
Dec 2008 – Dec 2011 |
5.97%
Dec 2008 – Dec 2013 |
4.33%
Dec 2008 – Dec 2018 |
3.40%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart