Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVGMX (Invesco Trust for Investment Grade Municipals) | 2.68% | 10.05% | 3.99% | -0.96% | 1.00% | 2.19% | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVGMX (Invesco Trust for Investment Grade Municipals) | 07/17/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 10.05 | 3.99 | -0.96 | 1.00 | 2.19 | NA | … | … | 2.68 | 2.08 | 1.62 | 9.55 | -18.47 | 4.19 | 6.74 | 9.34 | -0.48 | 3.86 | -5.29 | -0.39 | 17.36 | -6.61 | 5.58 | 8.97 | -4.01 | 32.98 | -33.23 | -4.40 |
| Sharpe Ratio | NA | 1.66 | 0.10 | -0.46 | -0.09 | NA | NA | … | … | 0.84 | -0.09 | -0.35 | 0.75 | -2.41 | 1.79 | 0.57 | 3.70 | -0.93 | 1.21 | -1.40 | -0.13 | 6.49 | -1.24 | 1.55 | 1.74 | -0.73 | 4.39 | -1.98 | -1.87 |
| Standard Deviation(%) | NA | 4.60 | 7.50 | 7.22 | 6.49 | NA | NA | … | … | 4.88 | 9.11 | 5.79 | 7.89 | 8.30 | 2.32 | 11.32 | 2.13 | 2.01 | 2.67 | 3.94 | 3.25 | 2.67 | 5.37 | 3.60 | 5.12 | 5.65 | 7.49 | 17.19 | 6.42 |
| Draw Down(%) | NA | 3.74 | 12.33 | 25.77 | 25.77 | NA | NA | … | … | 3.74 | 9.58 | 4.22 | 12.36 | 25.30 | 2.94 | 16.94 | 1.90 | 2.92 | 2.07 | 10.23 | 5.99 | 1.82 | 13.46 | 3.40 | 5.62 | 12.07 | 6.57 | 40.68 | 7.09 |
| Yield(%) | 0.00 | 7.66 | 5.98 | 4.37 | 3.79 | 3.68 | 2.31 | … | … | 3.11 | 7.06 | 5.62 | 3.97 | 4.06 | 4.60 | 4.44 | 4.71 | 4.92 | 2.32 | 0.00 | 0.50 | 6.62 | 5.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| XVGMX (Invesco Trust for Investment Grade Municipals) |
-6.41%
Jan 2008 – Jan 2011 |
-1.64%
Oct 2017 – Oct 2022 |
-0.27%
Oct 2012 – Oct 2022 |
-0.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVGMX (Invesco Trust for Investment Grade Municipals) |
11.63%
Dec 2008 – Dec 2011 |
6.52%
Dec 2008 – Dec 2013 |
4.61%
Dec 2008 – Dec 2018 |
3.62%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart