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Invesco California Tax-Free Income Fund Class A (CLFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.76+0.02 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return0.42%
5-year average return3.81%
Number of years up17
Number of years down5
Best 1-yr total return (3 Feb 2019)14.74%
Worst 1-yr total return (3 Feb 2019)-9.28%
Best 3-yr total return14.74%
Worst 3-yr total return-1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLFAXCategory
YTD-3.55%1.88%
1-month-1.79%0.44%
3-month-5.50%2.15%
1-year0.49%5.80%
3-year2.28%5.09%
5-year2.48%3.20%
10-year4.08%5.08%
Last bull market7.20%7.56%
Last bear market8.21%8.23%

Annual total return (%) history

Year
CLFAXCategory
2020
N/A4.59%
2019
7.39%8.09%
2018
-0.02%0.62%
2017
5.62%5.91%
2016
-0.13%0.07%
2015
4.09%3.72%
2014
12.22%12.07%
2013
-3.72%-3.71%
2012
9.98%10.42%
2011
12.18%11.74%
2010
1.66%1.77%
2009
14.74%17.38%
2008
-9.28%-11.05%
2007
1.63%0.71%
2006
4.64%4.58%
2005
3.44%3.93%
2004
4.26%4.37%
2003
4.31%4.27%
2002
8.37%8.03%
2001
3.90%3.84%
2000
12.17%12.79%
1999
-3.91%-4.60%
1998
5.50%5.96%
1997
N/A8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-1.79%N/AN/AN/A
20192.62%2.35%1.80%0.43%
2018-1.23%1.04%-0.46%0.65%
20171.59%1.94%0.99%0.98%
20161.98%3.23%-0.50%-4.65%
20151.19%-1.16%1.96%2.07%
20144.26%3.18%2.44%1.83%
20130.58%-4.10%-0.65%0.48%
20123.13%2.51%2.92%1.07%
2011-0.44%4.66%5.06%2.46%
20101.59%2.06%4.14%-5.85%
20094.03%2.31%10.48%-2.42%
2008-1.17%0.34%-4.81%-3.90%
20070.68%-0.90%0.93%0.91%
20060.28%-0.14%3.29%1.16%
2005-0.20%3.08%-0.28%0.83%
20041.57%-2.31%3.77%1.26%
20030.75%2.10%-0.18%1.58%
2002-0.11%3.49%5.36%-0.50%
20011.11%-0.37%4.10%-0.91%
20003.56%1.39%2.79%3.93%
19990.83%-2.36%-1.05%-1.37%
19980.77%1.55%3.33%-0.23%
19972.58%N/AN/AN/A

Rank in category (by total return)

YTD40
1-month35
3-month41
1-year42
3-year73
5-year66

Load adjusted returns

1-year-3.78%
3-year0.81%
5-year1.59%
10-year3.63%