Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHITX (Invesco High Income 2023 Target Term Fund) | NA | -18.35% | -3.81% | -2.76% | NA | NA | NA | … | … |
Data as of 12/01/2023, Common starting date is 12/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHITX (Invesco High Income 2023 Target Term Fund) | 12/07/2016 | 12/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | -18.35 | -3.81 | -2.76 | NA | NA | NA | … | … | -17.77 | -6.96 | 12.14 | -9.02 | 11.51 | 4.68 | 5.21 | 0.20 |
| Sharpe Ratio | NA | -4.71 | -1.54 | -0.46 | NA | NA | NA | … | … | -4.78 | -3.21 | 4.58 | -0.49 | 4.49 | 1.31 | 1.59 | 1.05 |
| Standard Deviation(%) | NA | 4.79 | 3.64 | 8.94 | NA | NA | NA | … | … | 4.93 | 2.60 | 2.65 | 18.79 | 2.25 | 2.57 | 2.90 | 2.77 |
| Draw Down(%) | NA | 18.64 | 23.49 | 32.26 | NA | NA | NA | … | … | 18.64 | 7.07 | 1.05 | 32.26 | 0.85 | 1.49 | 1.79 | 0.81 |
| Yield(%) | 0.00 | 0.00 | 3.41 | 4.16 | 2.98 | 1.99 | 1.49 | … | … | 0.00 | 2.83 | 6.37 | 5.74 | 6.04 | 5.97 | 3.04 | 0.00 |
Data as of 12/01/2023, Common starting date is 12/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHITX (Invesco High Income 2023 Target Term Fund) |
-4.48%
May 2017 – May 2020 |
-2.80%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHITX (Invesco High Income 2023 Target Term Fund) |
7.57%
Feb 2017 – Feb 2020 |
4.13%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart