Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKPCX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS C) | NA | -1.10% | 1.70% | 1.88% | 2.92% | 2.58% | 3.34% | … | … |
Data as of 05/15/2020, Common starting date is 08/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKPCX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS C) | 08/30/1993 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 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 (%) | 0.58 | -1.10 | 1.70 | 1.88 | 2.92 | 2.58 | 3.34 | … | … | -3.69 | 6.12 | 0.08 | 4.37 | -0.11 | 2.48 | 11.06 | -6.86 | 8.85 | 8.92 | 2.22 | 21.73 | -15.21 | -1.95 | 4.17 | 3.04 | 3.18 | 4.05 | 7.21 | 3.21 | 9.09 | -5.15 | 4.49 | 7.80 | 3.09 | 15.73 | -6.32 | 2.46 |
| Sharpe Ratio | NA | -0.26 | 0.11 | 0.28 | 0.72 | NA | NA | … | … | -0.77 | 2.60 | -0.74 | 1.77 | -0.13 | 1.23 | 5.82 | -1.83 | 4.21 | 3.19 | 0.71 | 5.66 | -2.07 | -1.85 | 0.46 | 0.40 | 0.66 | 1.00 | 2.09 | 0.34 | 1.94 | -2.86 | 0.45 | 1.53 | -0.09 | 2.86 | -1.54 | 1.58 |
| Standard Deviation(%) | NA | 8.17 | 4.96 | 4.09 | 3.52 | NA | NA | … | … | 13.19 | 1.81 | 1.69 | 2.12 | 2.50 | 1.99 | 1.90 | 3.76 | 2.10 | 2.79 | 2.98 | 3.82 | 7.75 | 2.70 | 1.90 | 2.19 | 3.40 | 3.35 | 2.93 | 2.67 | 2.60 | 2.93 | 2.61 | 2.79 | 4.55 | 4.16 | 6.03 | 3.38 |
| Draw Down(%) | NA | 12.22 | 12.22 | 12.22 | 12.22 | NA | NA | … | … | 12.22 | 1.45 | 1.85 | 1.21 | 5.96 | 2.32 | 1.08 | 10.28 | 1.84 | 2.78 | 5.59 | 2.56 | 19.70 | 4.92 | 1.34 | 2.33 | 5.49 | 5.13 | 3.51 | 3.54 | 3.47 | 6.81 | 1.71 | 1.79 | 4.40 | 2.65 | 11.67 | 3.05 |
| Yield(%) | 0.00 | 2.79 | 2.97 | 2.86 | 3.12 | 3.07 | 3.52 | … | … | 0.73 | 3.22 | 3.22 | 2.59 | 2.77 | 2.73 | 3.05 | 2.90 | 3.40 | 3.61 | 3.67 | 4.71 | 4.00 | 3.20 | 3.69 | 3.63 | 3.22 | 3.40 | 4.30 | 4.05 | 4.35 | 4.44 | 4.45 | 4.45 | 4.37 | 5.17 | 4.64 | 1.88 |
Data as of 05/15/2020, Common starting date is 08/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKPCX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS C) |
-4.68%
Dec 2005 – Dec 2008 |
-1.64%
Dec 2003 – Dec 2008 |
0.93%
Dec 1998 – Dec 2008 |
2.17%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKPCX (INVESCO PENNSYLVANIA TAX FREE INCOME FUND CLASS C) |
10.66%
Dec 2008 – Dec 2011 |
6.56%
Dec 2008 – Dec 2013 |
5.37%
Nov 1994 – Nov 2004 |
4.17%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart