Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQT (Invesco Quality Municipal Investment Trust) | NA | 27.58% | 13.61% | 9.59% | 7.15% | 9.64% | 12.30% | … | … |
Data as of 10/12/2012, Common starting date is 09/24/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQT (Invesco Quality Municipal Investment Trust) | 09/24/1991 | 10/12/2012 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 27.58 | 13.61 | 9.59 | 7.15 | 9.64 | 12.30 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 8.84 | 7.61 | 6.52 | 6.16 | 8.49 | 12.46 | … | … |
Data as of 10/12/2012, Common starting date is 09/24/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQT (Invesco Quality Municipal Investment Trust) |
-6.07%
Dec 2005 – Dec 2008 |
-2.15%
Dec 2003 – Dec 2008 |
4.49%
Jan 2001 – Jan 2011 |
8.81%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQT (Invesco Quality Municipal Investment Trust) |
27.00%
Dec 1994 – Dec 1997 |
21.52%
Feb 1992 – Feb 1997 |
19.89%
Dec 1991 – Dec 2001 |
15.07%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart