Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TPFXX (Short-Term Investment Trust - Invesco Treasury Portfolio) | 1.30% | 3.22% | -15.22% | 157.60% | 50.21% | NA | NA | 33.77% |
Data as of 08/05/2025, AR inception is 05/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPFXX (Short-Term Investment Trust - Invesco Treasury Portfolio) | 05/31/2011 | 08/05/2025 |
| 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 | 3.22 | -15.22 | 157.60 | 50.21 | NA | NA | 33.77 | 1.30 | 4.13 | -73.31 | 38,499.27 | 1.18 | -99.12 | -40.12 | 129.59 | 770.00 | 400.00 | 100.00 | -50.00 | 0.00 | 0.20 | 0.30 |
| Sharpe Ratio | NA | 0.06 | -0.06 | 0.43 | 0.18 | NA | NA | 0.15 | -0.95 | -1.96 | -0.29 | 95.94 | 0.21 | -0.15 | -2.38 | 4.55 | 15.92 | 5.10 | 1.44 | -0.72 | 0.00 | 0.74 | 1.28 |
| Standard Deviation(%) | NA | 1.05 | 256.79 | 363.74 | 263.78 | NA | NA | 222.99 | 0.84 | 1.26 | 272.51 | 401.27 | 5.65 | 675.90 | 17.45 | 28.34 | 48.79 | 78.44 | 69.59 | 69.45 | NA | 0.20 | 0.39 |
| Draw Down(%) | NA | 0.00 | 79.80 | 98.99 | 99.52 | NA | NA | 99.52 | 0.00 | 0.00 | 79.80 | 70.94 | 3.77 | 99.16 | 43.46 | 16.34 | 9.09 | 33.33 | 0.00 | 50.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.16 | 2.17 | 240.20 | 65.00 | 43.37 | 32.53 | 46.46 | 1.29 | 4.74 | 1.19 | 129.41 | 0.00 | 0.19 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 |
Data as of 08/05/2025, AR inception is 05/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPFXX (Short-Term Investment Trust - Invesco Treasury Portfolio) |
-82.58%
Mar 2019 - Mar 2022 |
-49.60%
Apr 2017 - Apr 2022 |
-6.09%
Jun 2011 - Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPFXX (Short-Term Investment Trust - Invesco Treasury Portfolio) |
488.80%
Mar 2020 - Mar 2023 |
189.32%
Mar 2014 - Mar 2019 |
72.58%
Mar 2013 - Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart