Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHTAX (Invesco High Income 2024 Target Term Fund) | NA | 3.59% | 35.95% | 25.06% | NA | NA | NA | … | … |
Data as of 01/29/2025, Common starting date is 12/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHTAX (Invesco High Income 2024 Target Term Fund) | 12/07/2017 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.59 | 35.95 | 25.06 | NA | NA | NA | … | … | 0.00 | 8.25 | 6.24 | 124.67 | 22.91 | -1.67 | 12.26 | -0.64 | 0.20 |
| Sharpe Ratio | NA | -0.41 | 0.67 | 0.58 | NA | NA | NA | … | … | 0.00 | 0.23 | 0.21 | 1.53 | 3.07 | -0.07 | 3.88 | -0.57 | 1.09 |
| Standard Deviation(%) | NA | 7.11 | 47.31 | 38.62 | NA | NA | NA | … | … | NA | 7.24 | 9.32 | 81.12 | 7.46 | 26.38 | 2.80 | 3.43 | 2.35 |
| Draw Down(%) | NA | 5.85 | 6.29 | 42.36 | NA | NA | NA | … | … | 0.00 | 5.85 | 6.25 | 6.98 | 1.62 | 42.36 | 1.13 | 3.10 | 0.51 |
| Yield(%) | 0.00 | 7.84 | 26.74 | 19.37 | 11.04 | 7.36 | 5.52 | … | … | 0.00 | 8.19 | 14.73 | 64.05 | 14.14 | 9.47 | 4.33 | 0.48 | 0.00 |
Data as of 01/29/2025, Common starting date is 12/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHTAX (Invesco High Income 2024 Target Term Fund) |
5.25%
Jan 2018 – Jan 2021 |
24.50%
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 |
|---|---|---|---|---|
| XHTAX (Invesco High Income 2024 Target Term Fund) |
59.51%
May 2020 – May 2023 |
28.22%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart