Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVKQX (Invesco Municipal Trust) | 2.76% | 10.44% | 4.04% | -0.82% | 1.09% | 2.26% | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVKQX (Invesco Municipal Trust) | 07/17/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 10.44 | 4.04 | -0.82 | 1.09 | 2.26 | NA | … | … | 2.76 | 2.00 | 1.55 | 9.66 | -18.35 | 4.25 | 6.80 | 9.68 | -0.13 | 3.81 | -5.41 | -0.09 | 17.94 | -7.28 | 5.99 | 8.99 | -3.68 | 31.95 | -33.80 | -4.17 |
| Sharpe Ratio | NA | 1.63 | 0.10 | -0.45 | -0.08 | NA | NA | … | … | 0.80 | -0.10 | -0.36 | 0.78 | -2.38 | 1.77 | 0.56 | 3.79 | -0.73 | 1.13 | -1.41 | -0.04 | 6.32 | -1.26 | 1.64 | 1.79 | -0.67 | 4.38 | -2.13 | -1.81 |
| Standard Deviation(%) | NA | 4.63 | 7.52 | 7.26 | 6.58 | NA | NA | … | … | 5.05 | 9.24 | 5.79 | 7.81 | 8.35 | 2.39 | 11.66 | 2.16 | 2.09 | 2.80 | 3.99 | 3.33 | 2.84 | 5.80 | 3.64 | 5.01 | 5.66 | 7.27 | 16.29 | 6.35 |
| Draw Down(%) | NA | 3.97 | 11.94 | 25.79 | 25.79 | NA | NA | … | … | 3.97 | 9.70 | 4.27 | 12.05 | 25.32 | 2.95 | 17.37 | 1.96 | 2.82 | 2.22 | 10.38 | 6.02 | 1.98 | 14.36 | 3.54 | 5.57 | 12.00 | 6.73 | 40.47 | 6.76 |
| Yield(%) | 0.00 | 7.68 | 6.02 | 4.41 | 3.83 | 3.69 | 2.30 | … | … | 3.11 | 7.05 | 5.67 | 4.11 | 4.09 | 4.61 | 4.44 | 4.81 | 4.93 | 2.22 | 0.00 | 0.48 | 6.33 | 5.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVKQX (Invesco Municipal Trust) |
-6.86%
Jan 2008 – Jan 2011 |
-1.52%
Jul 2020 – Jul 2025 |
-0.20%
Oct 2012 – Oct 2022 |
-0.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVKQX (Invesco Municipal Trust) |
11.47%
Dec 2008 – Dec 2011 |
6.36%
Dec 2008 – Dec 2013 |
4.63%
Dec 2008 – Dec 2018 |
3.68%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart