Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VKLMX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS A) | 1.41% | 6.02% | 3.94% | 0.90% | 1.98% | 2.83% | 3.20% | … | … |
Data as of 06/11/2026, Common starting date is 05/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VKLMX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS A) | 05/28/1993 | 06/11/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.02 | 3.94 | 0.90 | 1.98 | 2.83 | 3.20 | … | … | 1.41 | 3.91 | 3.03 | 5.65 | -9.02 | 2.61 | 3.56 | 6.88 | 0.87 | 5.18 | -0.15 | 2.90 | 7.77 | -1.76 | 5.94 | 8.70 | 3.37 | 14.21 | -4.48 | 2.43 | 4.15 | 2.87 | 3.68 | 3.77 | 8.13 | 5.07 | 6.54 | -1.55 | 6.03 | 8.14 | 2.30 | 9.97 | -8.08 | 4.64 |
| Sharpe Ratio | NA | 1.56 | 0.21 | -0.46 | 0.11 | NA | NA | … | … | 0.41 | 0.25 | -0.23 | 0.59 | -2.65 | 1.75 | 0.45 | 3.34 | -0.32 | 2.37 | -0.14 | 1.66 | 4.63 | -0.63 | 2.95 | 4.14 | 1.30 | 4.39 | -1.23 | -0.35 | 0.39 | 0.29 | 0.84 | 1.00 | 2.51 | 1.12 | 0.98 | -2.15 | 1.11 | 1.86 | -0.38 | 1.87 | -2.29 | 2.15 |
| Standard Deviation(%) | NA | 2.22 | 3.37 | 3.32 | 3.52 | NA | NA | … | … | 2.55 | 4.16 | 2.61 | 3.40 | 3.95 | 1.48 | 7.31 | 1.62 | 1.60 | 1.91 | 2.53 | 1.73 | 1.67 | 2.83 | 2.01 | 2.09 | 2.52 | 3.21 | 4.42 | 2.08 | 1.90 | 2.07 | 3.21 | 3.05 | 2.79 | 2.37 | 2.36 | 2.29 | 2.31 | 2.39 | 3.54 | 3.21 | 4.87 | 2.67 |
| Draw Down(%) | NA | 2.45 | 4.78 | 13.49 | 13.49 | NA | NA | … | … | 2.45 | 4.50 | 1.71 | 4.91 | 13.13 | 1.81 | 11.92 | 1.39 | 1.54 | 1.07 | 5.40 | 1.95 | 1.06 | 5.82 | 1.57 | 1.61 | 4.22 | 2.31 | 8.53 | 1.49 | 1.14 | 2.20 | 4.84 | 4.35 | 3.22 | 3.27 | 1.89 | 3.48 | 1.42 | 1.37 | 4.25 | 2.27 | 11.82 | 2.73 |
| Yield(%) | 0.00 | 3.30 | 3.40 | 2.73 | 2.71 | 3.03 | 3.27 | … | … | 1.49 | 3.14 | 3.45 | 3.36 | 2.20 | 2.32 | 2.50 | 2.88 | 2.81 | 2.83 | 2.58 | 2.77 | 3.30 | 3.14 | 3.77 | 3.97 | 3.86 | 4.42 | 3.88 | 3.50 | 3.50 | 3.94 | 3.60 | 3.44 | 3.54 | 4.13 | 4.78 | 4.80 | 4.66 | 4.72 | 2.73 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 05/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLMX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS A) |
-2.33%
Oct 2019 – Oct 2022 |
0.11%
Oct 2017 – Oct 2022 |
1.40%
Oct 2012 – Oct 2022 |
2.50%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VKLMX (INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND CLASS A) |
8.67%
Dec 2008 – Dec 2011 |
6.04%
Oct 2008 – Oct 2013 |
5.22%
Nov 1994 – Nov 2004 |
4.77%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart