Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IORUX (Invesco Rochester New York Municipals Fund Class R6) | 2.58% | 8.02% | 3.33% | 0.10% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IORUX (Invesco Rochester New York Municipals Fund Class R6) | 05/29/2019 | 06/09/2026 |
| 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 (%) | -0.07 | 8.02 | 3.33 | 0.10 | NA | NA | NA | … | … | 2.58 | -0.02 | 1.98 | 10.16 | -14.38 | 7.20 | 6.25 | 2.25 |
| Sharpe Ratio | NA | 1.17 | 0.00 | -0.36 | NA | NA | NA | … | … | 0.73 | -0.35 | -0.31 | 0.95 | -2.07 | 2.99 | 0.62 | 0.97 |
| Standard Deviation(%) | NA | 4.31 | 6.78 | 6.58 | NA | NA | NA | … | … | 4.74 | 8.31 | 5.33 | 6.91 | 7.68 | 2.40 | 9.67 | 2.57 |
| Draw Down(%) | NA | 3.62 | 10.03 | 21.16 | NA | NA | NA | … | … | 3.62 | 8.81 | 3.74 | 10.03 | 21.16 | 2.85 | 15.04 | 2.61 |
| Yield(%) | 0.00 | 4.65 | 4.38 | 3.56 | 2.50 | 1.66 | 1.25 | … | … | 2.06 | 4.26 | 4.31 | 4.24 | 3.27 | 3.65 | 3.65 | 0.36 |
Data as of 06/09/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IORUX (Invesco Rochester New York Municipals Fund Class R6) |
-3.25%
Oct 2019 – Oct 2022 |
0.04%
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 |
|---|---|---|---|---|
| IORUX (Invesco Rochester New York Municipals Fund Class R6) |
6.58%
Oct 2022 – Oct 2025 |
2.41%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart