Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBDX (Invesco Municipal Bond A) | NA | -2.33% | 4.01% | 4.41% | 3.72% | 4.10% | NA | … | … |
Data as of 07/12/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBDX (Invesco Municipal Bond A) | 06/21/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | -2.33 | 4.01 | 4.41 | 3.72 | 4.10 | NA | … | … | -4.87 | 8.38 | 10.46 | 1.32 | 12.40 | -3.60 | 2.72 | 4.46 | 3.36 | 2.49 | 5.18 | 7.93 | 3.84 | 8.63 | -2.45 | 5.28 | 7.27 | 4.93 |
| Sharpe Ratio | NA | -0.64 | 1.18 | 1.11 | 0.76 | NA | NA | … | … | -2.01 | 3.37 | 3.49 | 0.41 | 4.00 | -0.72 | -0.12 | 0.54 | 0.47 | 0.46 | 1.32 | 2.18 | 0.57 | 2.03 | -2.27 | 0.84 | -20.00 | 2.04 |
| Standard Deviation(%) | NA | 3.75 | 3.35 | 3.89 | 3.46 | NA | NA | … | … | 4.51 | 2.49 | 2.99 | 2.98 | 3.08 | 6.23 | 2.46 | 2.17 | 2.51 | 3.32 | 3.39 | 3.13 | 2.68 | 2.26 | 2.50 | 2.33 | 2.39 | 2.98 |
| Draw Down(%) | NA | 7.65 | 7.65 | 10.44 | 10.46 | NA | NA | … | … | 7.51 | 2.20 | 2.99 | 5.22 | 2.23 | 10.46 | 2.24 | 1.25 | 2.04 | 5.97 | 4.87 | 3.53 | 3.06 | 2.00 | 4.43 | 1.32 | 1.39 | 1.15 |
| Yield(%) | 0.00 | 3.32 | 4.14 | 4.22 | 3.95 | 4.19 | 3.80 | … | … | 1.48 | 3.95 | 4.73 | 4.17 | 4.71 | 4.26 | 4.12 | 4.23 | 4.52 | 2.57 | 4.58 | 4.47 | 4.91 | 5.28 | 4.96 | 5.03 | 5.25 | 3.13 |
Data as of 07/12/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBDX (Invesco Municipal Bond A) |
1.01%
Nov 2005 – Nov 2008 |
1.77%
Nov 2003 – Nov 2008 |
3.08%
Nov 1998 – Nov 2008 |
4.15%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBDX (Invesco Municipal Bond A) |
8.08%
Jan 2009 – Jan 2012 |
6.54%
Feb 2008 – Feb 2013 |
5.04%
Nov 2002 – Nov 2012 |
4.80%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison Chart