Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TACXX (Short-Term Investment Trust - Invesco Treasury Obligations Portfolio) | 1.38% | 3.42% | 4.22% | 2.56% | 1.42% | NA | NA | 1.09% |
Data as of 08/04/2025, AR inception is 10/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACXX (Short-Term Investment Trust - Invesco Treasury Obligations Portfolio) | 10/18/2011 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.42 | 4.22 | 2.56 | 1.42 | NA | NA | 1.09 | 1.38 | 4.31 | 4.94 | 1.49 | 0.01 | 0.37 | 0.89 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Sharpe Ratio | NA | 0.23 | 0.68 | 0.48 | -0.03 | NA | NA | -0.04 | -0.73 | -1.74 | 0.51 | 0.19 | -3.48 | 0.73 | -1.40 | -8.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.92 |
| Standard Deviation(%) | NA | 1.11 | 1.24 | 0.97 | 0.71 | NA | NA | 0.60 | 0.90 | 1.31 | 1.37 | 0.58 | 0.00 | 0.19 | 0.36 | 0.13 | NA | NA | NA | NA | NA | NA | 0.02 |
| Draw Down(%) | NA | 0.00 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.35 | 4.14 | 2.53 | 1.41 | 0.94 | 0.71 | 1.08 | 1.37 | 4.98 | 4.83 | 1.48 | 0.00 | 0.36 | 0.88 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
Data as of 08/04/2025, AR inception is 10/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACXX (Short-Term Investment Trust - Invesco Treasury Obligations Portfolio) |
0.00%
Nov 2011 - Nov 2014 |
0.00%
Nov 2011 - Nov 2016 |
0.15%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACXX (Short-Term Investment Trust - Invesco Treasury Obligations Portfolio) |
4.29%
Apr 2022 - Apr 2025 |
2.57%
Apr 2020 - Apr 2025 |
1.42%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart