Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) | 0.48% | 3.43% | 4.82% | 2.07% | 2.05% | 1.83% | 0.91% | … | … |
Data as of 06/09/2026, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) | 06/17/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.43 | 4.82 | 2.07 | 2.05 | 1.83 | 0.91 | … | … | 0.48 | 4.78 | 5.08 | 5.22 | -4.32 | -0.27 | 2.98 | 4.68 | 0.26 | 1.55 | 2.49 | 0.10 | 0.82 | 0.75 | 3.97 | 0.63 | 2.20 | 0.58 | -11.07 | -1.53 | -0.71 | -1.20 | 0.30 |
| Sharpe Ratio | NA | 0.29 | 0.67 | -0.22 | 0.20 | NA | NA | … | … | -0.83 | 1.01 | 0.66 | 0.56 | -2.34 | -0.30 | 0.88 | 1.94 | -1.01 | 0.79 | 1.78 | 0.05 | 0.71 | 0.72 | 3.61 | 0.42 | 1.46 | 0.16 | -1.92 | -3.63 | -3.63 | -2.79 | -0.57 |
| Standard Deviation(%) | NA | 1.81 | 2.15 | 2.23 | 2.02 | NA | NA | … | … | 2.01 | 1.89 | 2.22 | 2.80 | 2.47 | 1.00 | 3.09 | 1.65 | 1.12 | 1.14 | 1.27 | 1.28 | 1.13 | 1.00 | 1.09 | 1.44 | 1.45 | 2.93 | 6.23 | 1.30 | 1.14 | 1.24 | 1.16 |
| Draw Down(%) | NA | 1.35 | 1.35 | 7.22 | 7.24 | NA | NA | … | … | 1.35 | 0.99 | 0.86 | 1.45 | 6.59 | 0.86 | 7.24 | 0.69 | 0.64 | 0.75 | 0.81 | 1.27 | 0.81 | 1.26 | 0.46 | 1.83 | 1.10 | 4.72 | 11.25 | 2.23 | 1.31 | 1.40 | 0.60 |
| Yield(%) | 0.00 | 3.51 | 4.22 | 3.06 | 2.47 | 2.17 | 1.56 | … | … | 1.46 | 3.82 | 4.70 | 3.94 | 1.79 | 1.10 | 1.87 | 2.51 | 2.12 | 1.55 | 1.42 | 1.61 | 1.62 | 1.43 | 1.85 | 2.01 | 1.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) |
-5.48%
Mar 2006 – Mar 2009 |
-3.11%
Aug 2004 – Aug 2009 |
-0.67%
Sep 2004 – Sep 2014 |
-0.02%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBRX (INVESCO SHORT TERM BOND FUND CLASS R) |
5.46%
Oct 2022 – Oct 2025 |
2.70%
Mar 2020 – Mar 2025 |
2.27%
Feb 2016 – Feb 2026 |
1.89%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart