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Invesco Short Term Bond A (STBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.010.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.22%
5-year average return1.54%
Number of years up16
Number of years down3
Best 1-yr total return (7 May 2024)5.71%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return5.71%
Worst 3-yr total return-0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTBAXCategory
YTD0.73%0.44%
1-month-0.18%0.02%
3-month0.05%0.56%
1-year4.50%2.65%
3-year0.34%3.38%
5-year1.43%2.40%
10-year1.56%2.01%
Last bull market3.98%2.63%
Last bear market-2.11%-0.33%

Annual total return (%) history

Year
STBAXCategory
2024
N/AN/A
2023
5.71%N/A
2022
-4.69%N/A
2021
-0.17%N/A
2020
3.22%3.81%
2019
5.05%4.72%
2018
0.71%0.92%
2017
1.75%1.73%
2016
2.86%2.08%
2015
0.56%0.19%
2014
1.00%1.07%
2013
1.18%0.45%
2012
4.21%3.67%
2011
0.91%1.66%
2010
3.18%4.11%
2009
4.75%9.30%
2008
-4.92%-4.23%
2007
3.98%4.29%
2006
4.30%4.05%
2005
2.21%1.45%
2004
N/A1.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.92%N/AN/AN/A
20231.31%-0.02%1.26%3.07%
2022-2.97%-2.11%-1.21%1.58%
20210.16%0.28%0.13%-0.73%
2020-3.55%4.77%1.11%1.02%
20191.96%1.52%0.80%0.68%
2018-0.29%0.18%0.72%0.10%
20170.70%0.69%0.42%-0.08%
20161.03%1.50%0.55%-0.25%
20151.01%-0.03%-0.14%-0.27%
20140.54%0.54%-0.04%-0.03%
20130.47%-0.62%0.54%0.79%
20121.82%0.42%1.57%0.34%
20110.66%0.58%-0.91%0.59%
20101.34%0.61%1.15%0.05%
2009-2.28%3.16%2.61%1.26%
20080.18%1.40%-5.34%-1.11%
20071.44%0.68%0.82%0.99%
20060.59%0.62%1.93%1.09%
2005-0.00%1.29%0.33%0.58%
20041.18%0.21%N/AN/A

Rank in category (by total return)

YTD30
1-month17
3-month36
1-year28
3-year45
5-year55

Load adjusted returns

1-year1.89%
3-year-0.50%
5-year0.92%
10-year1.30%