Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHIT (Invesco High Income 2023 Target Term Fund) | NA | -11.82% | -0.47% | -1.38% | NA | NA | NA | … | … |
Data as of 12/04/2023, Common starting date is 11/25/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHIT (Invesco High Income 2023 Target Term Fund) | 11/25/2016 | 12/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.82 | -0.47 | -1.38 | NA | NA | NA | … | … | -9.52 | -9.22 | 17.64 | -14.16 | 12.56 | 7.73 | 1.58 | 2.30 |
| Sharpe Ratio | NA | -1.79 | -0.20 | -0.15 | NA | NA | NA | … | … | -1.57 | -0.88 | 1.51 | -0.39 | 1.49 | 0.72 | 0.13 | 1.17 |
| Standard Deviation(%) | NA | 9.22 | 11.17 | 18.77 | NA | NA | NA | … | … | 9.35 | 12.11 | 11.64 | 36.35 | 7.49 | 8.97 | 7.23 | 22.77 |
| Draw Down(%) | NA | 16.80 | 25.98 | 34.41 | NA | NA | NA | … | … | 16.80 | 12.42 | 6.84 | 34.41 | 1.84 | 2.92 | 6.27 | 4.10 |
| Yield(%) | 0.00 | 5.07 | 5.82 | 5.31 | 3.80 | 2.53 | 1.90 | … | … | 4.70 | 5.12 | 6.36 | 5.72 | 6.02 | 6.10 | 5.87 | 0.00 |
Data as of 12/04/2023, Common starting date is 11/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIT (Invesco High Income 2023 Target Term Fund) |
-4.21%
May 2017 – May 2020 |
-1.52%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIT (Invesco High Income 2023 Target Term Fund) |
8.10%
Jan 2017 – Jan 2020 |
4.46%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart