Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHYX (Invesco Short Duration High Yield Muni C) | 2.34% | 6.38% | 4.95% | 1.73% | 2.84% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHYX (Invesco Short Duration High Yield Muni C) | 10/14/2015 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.38 | 4.95 | 1.73 | 2.84 | NA | NA | … | … | 2.34 | 3.56 | 6.43 | 4.30 | -8.99 | 5.99 | -0.31 | 7.83 | 2.25 | 8.02 | 2.71 | 1.79 |
| Sharpe Ratio | NA | 1.61 | 0.49 | -0.25 | 0.36 | NA | NA | … | … | 1.11 | 0.17 | 1.06 | 0.21 | -3.00 | 3.96 | -0.08 | 4.12 | 0.58 | 4.42 | 1.07 | 5.74 |
| Standard Deviation(%) | NA | 2.25 | 3.24 | 3.10 | 3.35 | NA | NA | … | … | 2.51 | 3.88 | 2.66 | 3.11 | 3.48 | 1.51 | 7.17 | 1.54 | 1.51 | 1.67 | 2.32 | 1.49 |
| Draw Down(%) | NA | 1.89 | 4.03 | 12.01 | 13.64 | NA | NA | … | … | 1.89 | 3.92 | 1.56 | 4.21 | 12.01 | 1.32 | 13.64 | 0.83 | 1.04 | 0.66 | 4.55 | 0.30 |
| Yield(%) | 0.00 | 4.30 | 4.38 | 3.69 | 3.65 | 2.66 | 2.00 | … | … | 1.89 | 4.27 | 4.48 | 4.05 | 3.47 | 3.65 | 3.44 | 3.59 | 3.53 | 3.64 | 3.53 | 0.30 |
Data as of 06/09/2026, Common starting date is 10/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHYX (Invesco Short Duration High Yield Muni C) |
-2.00%
Oct 2019 – Oct 2022 |
0.65%
Oct 2018 – Oct 2023 |
2.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHYX (Invesco Short Duration High Yield Muni C) |
6.48%
Feb 2017 – Feb 2020 |
4.72%
Nov 2016 – Nov 2021 |
3.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart