Performance analysis of IHTA (Invesco High Income 2024 Target Term Fund)
Annual Return
Over the past 3 years, IHTA has had an average annual return of +11.76%, underperforming the benchmark SPY, which returned +24.23% annual.
Over the past 5 years, IHTA has had an average annual return of -2.20%, underperforming the benchmark SPY, which returned +11.15% annual.
Since Nov 30, 2017, IHTA has had an average annual return of +1.80%, underperforming the benchmark SPY, which returned +14.21% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.32% | -9.92% | -13.77% | +19.34% | -10.28% | +22.62% | -7.39% | +3.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +8.05% | +2.47% | -0.16% | +0.92% | +1.23% | -3.26% | +0.72% | +2.25% | +1.67% | +1.05% | +0.62% | +16.32% | |
| 2023 | +0.78% | -0.34% | -9.04% | +0.45% | -2.69% | +0.75% | +0.33% | +1.17% | -2.07% | -4.87% | +2.18% | +3.64% | -9.92% |
| 2022 | -4.07% | -3.08% | -0.21% | -2.76% | -0.28% | -0.27% | -0.77% | +0.86% | -9.24% | +4.72% | +5.99% | -4.67% | -13.77% |
| 2021 | +9.97% | -1.39% | +4.01% | -0.03% | +1.10% | +1.62% | +0.41% | +0.92% | +0.32% | +0.87% | +0.46% | +0.00798% | +19.34% |
| 2020 | +2.74% | -2.76% | -28.50% | -13.87% | +0.75% | +24.07% | -2.74% | +4.21% | +2.55% | +1.08% | +5.66% | +5.09% | -10.28% |
| 2019 | +5.75% | +1.85% | +3.63% | +1.17% | +0.97% | +1.96% | +0.95% | +1.63% | +1.14% | +0.16% | +1.61% | -0.12% | +22.62% |
| 2018 | -3.91% | -6.74% | +1% | -0.09% | -0.47% | +1.74% | +1.27% | +4.53% | -2.75% | -0.37% | +1.59% | -2.93% | -7.39% |
| 2017 | +0% | +3.10% | +3.10% |
Drawdown analysis of IHTA (Invesco High Income 2024 Target Term Fund)
The maximum drawdown for the IHTA was -48.21%, occurring on May 1, 2020. This drawdown has not yet recovered.
The current IHTA drawdown is -15.33%.
Since Nov 30, 2017 IHTA has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.21% | Jun 11, 2019 | 225 | May 1, 2020 | Ongoing | Ongoing | Ongoing |
| -12.72% | Jan 2, 2018 | 77 | Apr 24, 2018 | 201 | Feb 11, 2019 | 278 |
| -3.17% | Feb 12, 2019 | 9 | Feb 26, 2019 | 6 | Mar 6, 2019 | 15 |
| -2.45% | Mar 11, 2019 | 10 | Mar 25, 2019 | 5 | Apr 1, 2019 | 15 |
| -2.31% | May 9, 2019 | 5 | May 16, 2019 | 6 | May 24, 2019 | 11 |
| -1.19% | May 1, 2019 | 2 | May 3, 2019 | 4 | May 9, 2019 | 6 |
| -1.14% | May 28, 2019 | 3 | May 31, 2019 | 3 | Jun 5, 2019 | 6 |
| -1.10% | Apr 1, 2019 | 4 | Apr 5, 2019 | 4 | Apr 11, 2019 | 8 |
| -1.04% | Apr 17, 2019 | 3 | Apr 23, 2019 | 3 | Apr 26, 2019 | 6 |
| -0.90% | Apr 26, 2019 | 1 | Apr 29, 2019 | 2 | May 1, 2019 | 3 |
| -0.88% | Jun 5, 2019 | 3 | Jun 10, 2019 | 1 | Jun 11, 2019 | 4 |
| -0.74% | Apr 12, 2019 | 2 | Apr 16, 2019 | 1 | Apr 17, 2019 | 3 |
| -0.50% | Dec 4, 2017 | 4 | Dec 8, 2017 | 11 | Dec 26, 2017 | 15 |
| -0.29% | Mar 7, 2019 | 1 | Mar 8, 2019 | 1 | Mar 11, 2019 | 2 |
| -0.10% | Dec 26, 2017 | 1 | Dec 27, 2017 | 1 | Dec 28, 2017 | 2 |