Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPITX (Invesco Prime Income Trust ) | NA | -3.28% | 14.59% | 0.78% | 3.44% | NA | NA | … | … |
Data as of 02/24/2012, Common starting date is 05/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPITX (Invesco Prime Income Trust ) | 05/28/1999 | 02/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.28 | 14.59 | 0.78 | 3.44 | NA | NA | … | … | 0.00 | -0.77 | 10.19 | 46.08 | -35.22 | 1.56 | 6.34 | 5.09 | 7.68 | 14.60 | -3.56 | -11.98 | -2.54 | -0.51 |
| Sharpe Ratio | NA | -0.89 | 4.23 | 0.01 | 0.61 | NA | NA | … | … | 0.00 | -0.21 | 4.43 | 10.29 | -4.98 | -0.61 | 1.48 | 1.72 | 4.04 | 7.99 | -2.24 | -4.10 | -6.07 | -8.84 |
| Standard Deviation(%) | NA | 3.70 | 3.43 | 4.74 | 3.62 | NA | NA | … | … | NA | 3.84 | 2.28 | 4.47 | 7.23 | 2.42 | 2.06 | 1.69 | 1.67 | 1.74 | 2.08 | 3.54 | 1.08 | 0.47 |
| Draw Down(%) | NA | 7.20 | 7.20 | 37.42 | 37.42 | NA | NA | … | … | 0.00 | 7.20 | 2.80 | 4.24 | 36.17 | 3.41 | 0.44 | 0.44 | 0.67 | 0.35 | 7.34 | 12.81 | 2.54 | 0.61 |
| Yield(%) | 0.00 | 3.57 | 5.82 | 4.52 | 4.80 | 2.72 | 2.04 | … | … | 0.00 | 4.10 | 4.62 | 6.53 | 5.73 | 7.09 | 6.77 | 4.96 | 4.13 | 4.33 | 1.86 | 0.00 | 0.00 | 0.00 |
Data as of 02/24/2012, Common starting date is 05/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPITX (Invesco Prime Income Trust ) |
-11.22%
Dec 2005 – Dec 2008 |
-4.56%
Dec 2003 – Dec 2008 |
-0.47%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPITX (Invesco Prime Income Trust ) |
16.89%
Dec 2008 – Dec 2011 |
7.77%
Oct 2002 – Oct 2007 |
3.64%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart