Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNYCX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS C) | NA | -1.80% | 1.26% | 1.45% | 2.73% | 2.65% | 3.73% | … | … |
Data as of 05/15/2020, Common starting date is 08/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNYCX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS C) | 08/30/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | -1.80 | 1.26 | 1.45 | 2.73 | 2.65 | 3.73 | … | … | -4.01 | 6.00 | -0.58 | 4.36 | -1.22 | 2.85 | 10.61 | -6.04 | 7.72 | 10.68 | 1.35 | 21.18 | -14.38 | -0.54 | 4.81 | 3.06 | 3.48 | 5.22 | 9.75 | 3.80 | 11.46 | -5.47 | 6.64 | 9.83 | 4.48 | 16.43 | -4.39 |
| Sharpe Ratio | NA | -0.34 | 0.03 | 0.17 | 0.64 | NA | NA | … | … | -0.82 | 2.41 | -1.12 | 1.76 | -0.52 | 1.35 | 5.34 | -1.52 | 3.31 | 3.37 | 0.38 | 5.23 | -1.81 | -1.31 | 0.71 | 0.38 | 0.67 | 1.24 | 2.52 | 0.52 | 2.86 | -2.34 | 1.11 | 2.00 | 0.18 | 2.73 | -1.79 |
| Standard Deviation(%) | NA | 8.22 | 4.99 | 4.15 | 3.67 | NA | NA | … | … | 13.24 | 1.90 | 1.71 | 2.13 | 2.73 | 2.09 | 1.98 | 4.00 | 2.34 | 3.16 | 3.36 | 4.03 | 8.42 | 2.74 | 2.14 | 2.36 | 3.80 | 3.64 | 3.44 | 2.90 | 2.59 | 3.72 | 3.00 | 3.14 | 5.32 | 4.61 | 8.93 |
| Draw Down(%) | NA | 12.48 | 12.48 | 12.48 | 12.48 | NA | NA | … | … | 12.48 | 1.58 | 2.43 | 1.40 | 6.73 | 2.46 | 1.42 | 10.05 | 2.39 | 3.45 | 6.77 | 2.85 | 19.59 | 4.21 | 1.52 | 2.77 | 5.84 | 5.50 | 3.94 | 4.17 | 3.25 | 7.26 | 2.08 | 2.08 | 5.26 | 3.05 | 9.91 |
| Yield(%) | 0.00 | 2.42 | 2.63 | 2.64 | 3.10 | 3.17 | 3.80 | … | … | 0.64 | 2.76 | 2.75 | 2.62 | 2.56 | 3.04 | 3.30 | 2.97 | 3.50 | 4.07 | 3.62 | 4.67 | 3.89 | 3.42 | 3.49 | 5.00 | 3.05 | 3.28 | 3.94 | 4.22 | 4.33 | 4.21 | 4.97 | 4.64 | 4.63 | 5.36 | 1.82 |
Data as of 05/15/2020, 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 |
|---|---|---|---|---|
| VNYCX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS C) |
-3.72%
Dec 2005 – Dec 2008 |
-0.98%
Dec 2003 – Dec 2008 |
1.86%
Dec 1998 – Dec 2008 |
2.56%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNYCX (INVESCO NEW YORK TAX FREE INCOME FUND CLASS C) |
10.77%
Dec 2008 – Dec 2011 |
7.15%
Jan 2000 – Jan 2005 |
6.60%
Nov 1994 – Nov 2004 |
5.14%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart
