Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKQ (Invesco Municipal Trust) | 5.20% | 15.88% | 8.44% | -0.52% | 2.30% | 4.24% | 4.49% | … | … |
Data as of 06/10/2026, Common starting date is 11/21/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKQ (Invesco Municipal Trust) | 11/21/1991 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 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 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 15.88 | 8.44 | -0.52 | 2.30 | 4.24 | 4.49 | … | … | 5.20 | 6.48 | 9.72 | 0.87 | -22.23 | 9.67 | 8.95 | 16.71 | -5.64 | 7.95 | 1.85 | 7.70 | 16.61 | -13.97 | 9.76 | 20.62 | 2.72 | 58.29 | -36.87 | 0.20 | 18.84 | 3.41 | 5.88 | 9.27 | 14.91 | 8.48 | 9.92 | -24.72 | 4.63 | 16.67 | -1.77 | 8.65 | -21.21 | 5.60 | 3.31 | 1.68 |
| Sharpe Ratio | NA | 1.38 | 0.46 | -0.30 | 0.05 | NA | NA | … | … | 0.76 | 0.35 | 0.61 | -0.22 | -1.54 | 1.05 | 0.33 | 2.30 | -0.88 | 1.03 | 0.14 | 1.01 | 2.36 | -1.03 | 0.84 | 1.73 | 0.20 | 2.14 | -0.89 | -0.22 | 2.33 | 0.14 | 0.49 | 1.01 | 1.48 | 0.65 | 0.42 | -2.28 | 0.12 | 1.30 | -0.43 | 0.37 | -1.34 | 0.28 | 0.06 | 1.07 |
| Standard Deviation(%) | NA | 8.35 | 10.35 | 11.63 | 12.90 | NA | NA | … | … | 9.05 | 10.28 | 10.05 | 12.60 | 15.37 | 9.15 | 25.94 | 6.62 | 8.02 | 7.13 | 11.37 | 7.59 | 7.04 | 13.61 | 11.68 | 11.89 | 13.42 | 27.24 | 42.44 | 13.32 | 6.64 | 8.05 | 9.98 | 8.50 | 9.29 | 9.39 | 13.47 | 12.33 | 9.47 | 9.92 | 12.63 | 12.57 | 18.08 | 12.03 | 12.50 | 13.50 |
| Draw Down(%) | NA | 5.41 | 16.49 | 37.31 | 37.31 | NA | NA | … | … | 5.41 | 9.25 | 6.70 | 20.14 | 32.02 | 7.68 | 25.76 | 4.28 | 10.14 | 4.80 | 14.42 | 8.37 | 3.11 | 24.24 | 8.12 | 6.82 | 16.75 | 19.74 | 50.96 | 14.76 | 4.35 | 9.45 | 14.85 | 11.10 | 9.67 | 7.02 | 10.24 | 28.04 | 7.98 | 5.08 | 10.74 | 9.17 | 28.68 | 7.35 | 9.09 | 3.31 |
| Yield(%) | 0.00 | 8.24 | 6.89 | 4.49 | 4.59 | 5.52 | 5.40 | … | … | 3.25 | 7.67 | 6.62 | 4.44 | 4.13 | 4.97 | 4.81 | 5.46 | 5.31 | 5.87 | 6.13 | 6.43 | 6.96 | 5.74 | 6.85 | 7.69 | 7.40 | 9.38 | 5.48 | 5.07 | 5.55 | 7.57 | 6.32 | 6.62 | 6.96 | 5.60 | 7.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/21/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKQ (Invesco Municipal Trust) |
-9.07%
Dec 2005 – Dec 2008 |
-3.82%
Dec 2003 – Dec 2008 |
-0.75%
Dec 1998 – Dec 2008 |
-0.33%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKQ (Invesco Municipal Trust) |
25.17%
Dec 2008 – Dec 2011 |
13.12%
Dec 2008 – Dec 2013 |
9.21%
Dec 2008 – Dec 2018 |
7.07%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart