Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATFYX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS Y) | 1.30% | 4.66% | 3.56% | 2.00% | 2.07% | 2.55% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATFYX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS Y) | 10/10/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.66 | 3.56 | 2.00 | 2.07 | 2.55 | NA | … | … | 1.30 | 3.93 | 2.48 | 4.27 | -2.16 | 0.99 | 3.72 | 4.34 | 1.23 | 2.70 | -0.35 | 1.72 | 4.59 | -0.50 | 5.29 | 9.15 | 2.89 | 9.93 | 2.55 |
| Sharpe Ratio | NA | 1.19 | 0.14 | -0.26 | 0.20 | NA | NA | … | … | 0.30 | 0.44 | -0.58 | 0.28 | -1.99 | 1.15 | 0.79 | 2.35 | -0.14 | 1.62 | -0.37 | 1.48 | 3.54 | -0.22 | 2.79 | 4.07 | 1.14 | 3.99 | 2.56 |
| Standard Deviation(%) | NA | 1.60 | 2.16 | 1.99 | 2.13 | NA | NA | … | … | 1.86 | 2.39 | 1.99 | 2.23 | 1.81 | 0.84 | 4.38 | 1.22 | 1.09 | 1.27 | 1.54 | 1.14 | 1.29 | 2.38 | 1.89 | 2.24 | 2.46 | 2.46 | 4.62 |
| Draw Down(%) | NA | 1.53 | 2.36 | 4.84 | 7.18 | NA | NA | … | … | 1.53 | 2.25 | 1.18 | 2.55 | 4.84 | 0.69 | 7.18 | 1.05 | 0.96 | 1.42 | 3.05 | 1.02 | 0.86 | 4.37 | 1.52 | 1.76 | 4.13 | 1.87 | 2.43 |
| Yield(%) | 0.00 | 3.31 | 3.46 | 2.71 | 2.40 | 2.68 | 2.69 | … | … | 1.47 | 3.30 | 3.58 | 3.26 | 1.75 | 1.43 | 2.12 | 2.51 | 2.26 | 1.98 | 2.11 | 2.47 | 3.15 | 3.14 | 3.59 | 3.66 | 2.82 | 4.08 | 0.40 |
Data as of 06/10/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFYX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS Y) |
-0.12%
Oct 2020 – Oct 2023 |
1.02%
Oct 2017 – Oct 2022 |
1.40%
Oct 2012 – Oct 2022 |
2.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATFYX (INVESCO LIMITED TERM MUNICIPAL INCOME CLASS Y) |
7.28%
Dec 2008 – Dec 2011 |
5.61%
Nov 2008 – Nov 2013 |
3.70%
Nov 2008 – Nov 2018 |
3.14%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart