Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORNX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester AMTFree NY Mun Fd Cl R6) | 2.53% | 8.12% | 3.44% | 0.17% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IORNX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester AMTFree NY Mun Fd Cl R6) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 8.12 | 3.44 | 0.17 | NA | NA | NA | … | … | 2.53 | 1.47 | 2.09 | 8.14 | -13.01 | 5.17 | 4.11 | 1.96 |
| Sharpe Ratio | NA | 1.39 | 0.04 | -0.39 | NA | NA | NA | … | … | 0.93 | -0.20 | -0.32 | 0.78 | -2.25 | 2.52 | 0.41 | 0.95 |
| Standard Deviation(%) | NA | 3.86 | 5.85 | 5.62 | NA | NA | NA | … | … | 4.26 | 7.10 | 4.76 | 5.82 | 6.45 | 2.04 | 9.35 | 2.09 |
| Draw Down(%) | NA | 3.11 | 8.70 | 18.90 | NA | NA | NA | … | … | 3.11 | 7.73 | 3.27 | 8.70 | 18.90 | 2.37 | 14.42 | 2.21 |
| Yield(%) | 0.00 | 4.51 | 4.33 | 3.46 | 2.33 | 1.55 | 1.16 | … | … | 2.00 | 4.22 | 4.34 | 4.20 | 3.10 | 3.19 | 3.30 | 0.34 |
Data as of 06/10/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IORNX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester AMTFree NY Mun Fd Cl R6) |
-3.46%
Oct 2019 – Oct 2022 |
-0.01%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IORNX (AIM TaxExempt Funds Invesco TaxExempt Funds Invesco Oppenheimer Rochester AMTFree NY Mun Fd Cl R6) |
5.93%
Oct 2022 – Oct 2025 |
1.86%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart