Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SRSXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) NA -102,338.36% nan% nan% NA NA NA
Data as of 08/28/2024, Common starting date is 09/26/2017
More Performance Analytics Comparison
Name Start Date End Date
SRSXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) 09/26/2017 08/28/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -102,338.36 nan nan NA NA NA
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(%) 2.21 212.75 0.73 0.74 0.50 0.37
Data as of 08/28/2024, Common starting date is 09/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRSXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) -83.32%
Dec 2018 – Dec 2021
-7.62%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRSXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) 427.19%
Mar 2021 – Mar 2024
45.42%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return