Performance analysis of BAB (INVESCO TAXABLE MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, BAB has had an average annual return of +4.42%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BAB has had an average annual return of -0.29%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BAB has had an average annual return of +2.23%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 17, 2009, BAB has had an average annual return of +4.71%, underperforming the benchmark SPY, which returned +14.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.13% | +8.30% | +1.03% | +8.68% | -19.49% | +1% | +9.08% | +10.85% | +0.93% | +9.87% | +4.52% | -0.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +17% | -5.19% | +10.72% | +21.02% | +9.42% | -2.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.07% | +2.69% | -2.43% | -0.26% | +0.11% | +0.15% | +0.13% | ||||||
| 2025 | +1.07% | +2.56% | -0.58% | -0.26% | -1.10% | +1.84% | +0.00489% | +1.13% | +2.75% | +0.77% | +0.31% | -0.42% | +8.30% |
| 2024 | +0.38% | -1.29% | +0.51% | -2.59% | +2.17% | +0.86% | +2.91% | +1.52% | +0.97% | -2.80% | +1.66% | -3.03% | +1.03% |
| 2023 | +5.14% | -2.30% | +2.71% | +0.85% | -1.10% | -0.07% | -0.82% | -0.10% | -2.94% | -2.47% | +5.52% | +4.43% | +8.68% |
| 2022 | -2.82% | -1.47% | -5.35% | -5.05% | -0.21% | -0.63% | +1.78% | -2.94% | -5.57% | -2.90% | +5.15% | -0.94% | -19.49% |
| 2021 | +0.42% | -2.52% | -1.68% | +1.60% | +0.53% | +2.10% | +1.66% | -0.29% | -1.52% | +0.77% | +0.67% | -0.63% | +1% |
| 2020 | +4.16% | +2.53% | -7.82% | +2.57% | +1.73% | +2.97% | +2.31% | -0.46% | +0.17% | -2.20% | +2.43% | +0.91% | +9.08% |
| 2019 | +0.42% | +0.04% | +3.13% | -0.25% | +3.63% | +0.93% | +0.54% | +4.99% | -1.49% | -0.35% | -0.36% | -0.68% | +10.85% |
| 2018 | -2.18% | -0.93% | +2.36% | -1.21% | +0.48% | +0.05% | -0.42% | +0.76% | -1.07% | -0.91% | +0.72% | +3.42% | +0.93% |
| 2017 | +0.62% | +1.22% | +0.15% | +0.76% | +2.30% | +0.04% | +0.77% | +2.23% | -0.59% | +0.59% | +0.27% | +1.13% | +9.87% |
Drawdown analysis of BAB (INVESCO TAXABLE MUNICIPAL BOND ETF)
The maximum drawdown for the BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 216 trading sessions.
The current BAB drawdown is -5.62%.
Since Nov 17, 2009 BAB has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.80% | Mar 9, 2020 | 8 | Mar 19, 2020 | 216 | Jan 27, 2021 | 224 |
| -24.94% | Aug 3, 2021 | 309 | Oct 24, 2022 | Ongoing | Ongoing | Ongoing |
| -12.14% | May 1, 2013 | 91 | Sep 10, 2013 | 179 | May 28, 2014 | 270 |
| -8.31% | Jul 29, 2016 | 97 | Dec 15, 2016 | 172 | Aug 23, 2017 | 269 |
| -7.40% | Jan 30, 2015 | 90 | Jun 10, 2015 | 163 | Feb 2, 2016 | 253 |
| -6.98% | Aug 26, 2010 | 114 | Feb 8, 2011 | 59 | May 4, 2011 | 173 |
| -6.52% | Aug 4, 2011 | 2 | Aug 8, 2011 | 8 | Aug 18, 2011 | 10 |
| -5.52% | Oct 3, 2011 | 18 | Oct 27, 2011 | 19 | Nov 23, 2011 | 37 |
| -5.40% | Jan 27, 2021 | 35 | Mar 18, 2021 | 75 | Jul 6, 2021 | 110 |
| -4.64% | Jul 25, 2012 | 36 | Sep 14, 2012 | 37 | Nov 8, 2012 | 73 |
| -4.26% | Aug 28, 2019 | 50 | Nov 7, 2019 | 53 | Jan 27, 2020 | 103 |
| -3.75% | Dec 29, 2017 | 35 | Feb 21, 2018 | 209 | Dec 19, 2018 | 244 |
| -3.62% | Nov 30, 2009 | 19 | Dec 28, 2009 | 27 | Feb 5, 2010 | 46 |
| -3.21% | Mar 7, 2012 | 8 | Mar 19, 2012 | 14 | Apr 9, 2012 | 22 |
| -2.95% | Sep 22, 2011 | 3 | Sep 27, 2011 | 4 | Oct 3, 2011 | 7 |
| -2.82% | Nov 23, 2011 | 11 | Dec 9, 2011 | 23 | Jan 13, 2012 | 34 |
| -2.62% | Jun 16, 2011 | 10 | Jun 30, 2011 | 7 | Jul 12, 2011 | 17 |
| -2.31% | Dec 6, 2012 | 8 | Dec 18, 2012 | 45 | Feb 25, 2013 | 53 |
| -2.24% | Feb 11, 2016 | 3 | Feb 17, 2016 | 35 | Apr 7, 2016 | 38 |
| -2.15% | Aug 22, 2011 | 2 | Aug 24, 2011 | 7 | Sep 2, 2011 | 9 |
| -2.13% | May 24, 2010 | 3 | May 27, 2010 | 22 | Jun 29, 2010 | 25 |
| -2.09% | Aug 29, 2014 | 11 | Sep 16, 2014 | 16 | Oct 8, 2014 | 27 |
| -1.92% | Mar 1, 2013 | 6 | Mar 11, 2013 | 17 | Apr 4, 2013 | 23 |
| -1.90% | May 6, 2010 | 4 | May 12, 2010 | 6 | May 20, 2010 | 10 |
| -1.88% | Jun 29, 2010 | 9 | Jul 13, 2010 | 6 | Jul 21, 2010 | 15 |