Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBMX (Aim Counselor Series Trust – Invesco Small Municipal Bond Fund) | 2.33% | 6.74% | 7.82% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/21/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBMX (Aim Counselor Series Trust – Invesco Small Municipal Bond Fund) | 02/21/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.74 | 7.82 | NA | NA | NA | NA | … | … | 2.33 | 4.66 | 6.29 | 11.21 |
| Sharpe Ratio | NA | 1.95 | 1.25 | NA | NA | NA | NA | … | … | 1.26 | 0.48 | 0.99 | 2.09 |
| Standard Deviation(%) | NA | 2.09 | 3.65 | NA | NA | NA | NA | … | … | 2.39 | 3.70 | 2.70 | 4.53 |
| Draw Down(%) | NA | 1.75 | 3.61 | NA | NA | NA | NA | … | … | 1.75 | 3.61 | 1.10 | 2.23 |
| Yield(%) | 0.00 | 4.80 | 7.10 | 4.30 | 2.15 | 1.43 | 1.08 | … | … | 2.01 | 4.61 | 6.10 | 8.53 |
Data as of 06/08/2026, Common starting date is 02/21/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMX (Aim Counselor Series Trust – Invesco Small Municipal Bond Fund) |
7.32%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBMX (Aim Counselor Series Trust – Invesco Small Municipal Bond Fund) |
7.89%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart