Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBCX (Invesco Municipal Bond C) | NA | -3.06% | 3.09% | 3.57% | 2.96% | NA | NA | … | … |
Data as of 07/12/2013, Common starting date is 04/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBCX (Invesco Municipal Bond C) | 04/16/1999 | 07/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | -3.06 | 3.09 | 3.57 | 2.96 | NA | NA | … | … | -5.22 | 7.58 | 9.27 | 0.63 | 11.49 | -4.22 | 1.84 | 3.83 | 2.62 | 1.93 | 4.55 | 7.42 | 3.08 | 7.96 | -3.85 |
| Sharpe Ratio | NA | -0.85 | 0.93 | 0.90 | 0.55 | NA | NA | … | … | -2.20 | 3.12 | 3.24 | 0.19 | 3.72 | -0.81 | -0.47 | 0.25 | 0.19 | 0.29 | 1.18 | 2.05 | 0.31 | 1.79 | -3.29 |
| Standard Deviation(%) | NA | 3.64 | 3.26 | 3.85 | 3.42 | NA | NA | … | … | 4.41 | 2.43 | 2.85 | 2.86 | 3.06 | 6.29 | 2.52 | 2.13 | 2.40 | 3.33 | 3.26 | 3.08 | 2.49 | 2.18 | 2.63 |
| Draw Down(%) | NA | 8.06 | 8.06 | 10.63 | 10.98 | NA | NA | … | … | 7.58 | 2.09 | 2.87 | 5.46 | 2.36 | 10.98 | 2.54 | 1.12 | 2.10 | 5.97 | 4.99 | 3.65 | 3.12 | 2.07 | 4.78 |
| Yield(%) | 0.00 | 2.57 | 3.27 | 3.41 | 3.23 | 3.29 | 2.47 | … | … | 1.13 | 3.18 | 3.62 | 3.47 | 3.97 | 3.51 | 3.39 | 3.49 | 3.79 | 2.14 | 3.84 | 4.11 | 4.17 | 4.51 | 3.18 |
Data as of 07/12/2013, Common starting date is 04/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBCX (Invesco Municipal Bond C) |
0.26%
Nov 2005 – Nov 2008 |
1.06%
Nov 2003 – Nov 2008 |
3.00%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBCX (Invesco Municipal Bond C) |
7.16%
Jan 2009 – Jan 2012 |
5.67%
Feb 2008 – Feb 2013 |
4.26%
Nov 2002 – Nov 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart