Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBNYX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS B) | NA | 4.43% | 2.06% | 2.45% | 3.80% | 3.79% | 4.04% | … | … |
Data as of 01/26/2018, Common starting date is 08/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBNYX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS B) | 08/30/1994 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 4.43 | 2.06 | 2.45 | 3.80 | 3.79 | 4.04 | … | … | -0.77 | 5.10 | -0.47 | 3.62 | 11.42 | -5.32 | 8.84 | 11.67 | 1.67 | 21.54 | -13.76 | 0.11 | 4.70 | 3.06 | 3.49 | 5.35 | 9.97 | 3.74 | 11.46 | -5.47 | 6.75 | 10.12 | 4.41 | 16.51 | -4.39 |
| Sharpe Ratio | NA | 1.81 | 0.74 | 0.80 | 0.91 | NA | NA | … | … | -8.56 | 2.11 | -0.24 | 1.63 | 5.55 | -1.32 | 3.62 | 3.67 | 0.46 | 5.23 | -1.74 | -1.04 | 0.67 | 0.38 | 0.66 | 1.29 | 2.56 | 0.49 | 2.88 | -2.88 | 1.13 | 2.06 | 0.17 | 2.77 | -2.28 |
| Standard Deviation(%) | NA | 2.07 | 2.37 | 2.77 | 3.95 | NA | NA | … | … | 1.31 | 2.13 | 2.81 | 2.20 | 2.06 | 4.06 | 2.45 | 3.18 | 3.40 | 4.10 | 8.43 | 2.82 | 2.12 | 2.35 | 3.83 | 3.63 | 3.47 | 2.91 | 2.58 | 3.02 | 3.05 | 3.19 | 5.31 | 4.57 | 7.04 |
| Draw Down(%) | NA | 1.46 | 6.41 | 9.83 | 18.96 | NA | NA | … | … | 0.83 | 1.46 | 6.41 | 2.20 | 1.36 | 9.83 | 2.39 | 3.47 | 6.77 | 2.90 | 19.06 | 3.96 | 1.47 | 2.72 | 5.85 | 5.56 | 3.95 | 4.11 | 3.25 | 7.26 | 2.08 | 2.08 | 5.27 | 2.98 | 9.84 |
| Yield(%) | 0.00 | 3.35 | 3.40 | 3.48 | 3.88 | 3.87 | 4.02 | … | … | 0.00 | 3.35 | 3.31 | 3.79 | 4.10 | 3.73 | 4.28 | 4.52 | 3.95 | 5.26 | 4.59 | 4.06 | 3.45 | 5.01 | 3.06 | 3.41 | 4.13 | 4.22 | 4.33 | 4.21 | 5.08 | 4.94 | 4.63 | 5.36 | 1.82 |
Data as of 01/26/2018, Common starting date is 08/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNYX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS B) |
-3.31%
Dec 2005 – Dec 2008 |
-0.73%
Dec 2003 – Dec 2008 |
2.02%
Dec 1998 – Dec 2008 |
3.68%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNYX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS B) |
11.33%
Dec 2008 – Dec 2011 |
7.29%
Dec 2008 – Dec 2013 |
6.66%
Nov 1994 – Nov 2004 |
5.30%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart