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Invesco New Jersey Municipal Y (ONJYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.87+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.11%
5-year average return2.28%
Number of years up10
Number of years down3
Best 1-yr total return (5 May 2024)16.39%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return16.39%
Worst 3-yr total return-0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnONJYXCategory
YTD-0.73%2.08%
1-month-1.16%0.44%
3-month-0.80%2.00%
1-year2.69%6.87%
3-year-0.27%5.13%
5-year2.20%3.28%
10-year3.26%4.19%
Last bull market9.56%6.23%
Last bear market-3.84%6.94%

Annual total return (%) history

Year
ONJYXCategory
2024
N/AN/A
2023
7.22%N/A
2022
-9.65%N/A
2021
5.49%N/A
2020
4.34%4.54%
2019
11.00%7.49%
2018
14.37%1.91%
2017
-6.25%4.71%
2016
3.47%0.56%
2015
0.28%2.24%
2014
16.39%10.11%
2013
-9.97%-5.14%
2012
11.43%8.37%
2011
12.51%10.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.43%N/AN/AN/A
20233.18%0.68%-3.74%7.23%
2022-5.16%-3.84%-3.73%2.90%
20210.67%3.28%0.38%1.08%
2020-3.58%2.60%1.93%3.48%
20194.54%3.00%2.34%0.73%
20185.73%5.48%2.61%-0.05%
20170.19%-0.50%-1.47%-4.55%
20161.50%4.25%0.99%-3.17%
20150.29%-2.54%1.05%1.53%
20149.30%2.19%3.11%1.06%
20130.76%-4.01%-5.81%-1.17%
20125.37%3.00%2.20%0.47%
2011-1.08%6.55%5.58%1.11%

Rank in category (by total return)

YTD2
1-month32
3-month4
1-year17
3-year2
5-year1

Load adjusted returns

1-year2.69%
3-year-0.27%
5-year2.20%
10-year3.26%