Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKPAX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS B) | NA | 4.52% | 2.38% | 2.52% | 3.83% | 3.45% | 3.45% | … | … |
Data as of 01/26/2018, Common starting date is 05/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKPAX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS B) | 05/27/1993 | 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 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.52 | 2.38 | 2.52 | 3.83 | 3.45 | 3.45 | … | … | -0.79 | 5.09 | 0.70 | 3.20 | 11.84 | -6.18 | 9.75 | 10.08 | 2.28 | 22.16 | -14.75 | -1.96 | 4.13 | 2.99 | 3.13 | 4.13 | 7.24 | 3.15 | 9.09 | -5.15 | 4.49 | 7.80 | 3.09 | 15.73 | -6.37 | 6.76 |
| Sharpe Ratio | NA | 1.83 | 0.92 | 0.88 | 1.00 | NA | NA | … | … | -8.98 | 2.09 | 0.20 | 1.50 | 6.01 | -1.64 | 4.48 | 3.49 | 0.73 | 5.83 | -2.01 | -1.88 | 0.45 | 0.37 | 0.65 | 1.01 | 2.02 | 0.31 | 2.06 | -2.89 | 0.45 | 1.50 | -0.09 | 2.87 | -1.53 | 3.02 |
| Standard Deviation(%) | NA | 2.10 | 2.26 | 2.62 | 3.64 | NA | NA | … | … | 1.28 | 2.15 | 2.54 | 2.11 | 1.97 | 3.79 | 2.18 | 2.88 | 3.02 | 3.79 | 7.76 | 2.66 | 1.85 | 2.22 | 3.36 | 3.39 | 3.04 | 2.66 | 2.45 | 2.90 | 2.63 | 2.84 | 4.52 | 4.13 | 6.08 | 3.13 |
| Draw Down(%) | NA | 1.21 | 5.67 | 10.05 | 18.42 | NA | NA | … | … | 0.85 | 1.21 | 5.67 | 2.09 | 0.97 | 10.05 | 1.84 | 2.80 | 5.54 | 2.51 | 19.35 | 4.93 | 1.34 | 2.39 | 5.51 | 5.09 | 3.56 | 3.54 | 3.00 | 6.81 | 1.71 | 1.79 | 4.45 | 2.65 | 11.72 | 3.00 |
| Yield(%) | 0.00 | 3.36 | 3.37 | 3.38 | 3.77 | 3.58 | 3.60 | … | … | 0.00 | 3.35 | 3.53 | 3.43 | 3.79 | 3.58 | 4.14 | 4.24 | 3.87 | 5.12 | 4.37 | 3.22 | 3.71 | 3.64 | 3.23 | 3.53 | 4.50 | 4.05 | 4.34 | 4.44 | 4.45 | 4.47 | 4.37 | 5.17 | 4.64 | 3.41 |
Data as of 01/26/2018, Common starting date is 05/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKPAX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS B) |
-4.53%
Dec 2005 – Dec 2008 |
-1.56%
Dec 2003 – Dec 2008 |
0.97%
Dec 1998 – Dec 2008 |
2.20%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKPAX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS B) |
11.21%
Dec 2008 – Dec 2011 |
7.21%
Dec 2008 – Dec 2013 |
5.28%
Nov 1994 – Nov 2004 |
4.33%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart