Performance analysis of IQI (Invesco Quality Municipal Income Trust)
Annual Return
Over the past 3 years, IQI has had an average annual return of +9.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IQI has had an average annual return of -0.10%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IQI has had an average annual return of +2.43%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, IQI has had an average annual return of +5.26%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.25% | +9.22% | +10.56% | +5.86% | -26.94% | +9.16% | +8.86% | +17.86% | -5.01% | +6.39% | +3.49% | +8.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.82% | -13.19% | +8.44% | +17.31% | +9.07% | +37.08% | -20.15% | -8.19% | +10.86% | +11.49% | +0.95% | +10.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.50% | +10.94% | +16.15% | -6.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.23% | +2.12% | -4.81% | +2.94% | +1.46% | -0.50% | +2.25% | ||||||
| 2025 | +1.26% | +2.25% | -3.35% | -1.61% | -0.18% | +0.68% | -0.29% | +2.08% | +5.23% | +2.47% | +1.03% | -0.47% | +9.22% |
| 2024 | +0.59% | +0.95% | +1.47% | -3.20% | +3.87% | +3.45% | +2.24% | +0.82% | +4% | -2.76% | +2.43% | -3.38% | +10.56% |
| 2023 | +7.86% | -6.06% | +5.81% | -1.93% | -3.83% | +2.76% | +0.28% | -4.02% | -7.73% | -2.33% | +12.96% | +3.99% | +5.86% |
| 2022 | -9.94% | -2.55% | -3.81% | -8.16% | +4.54% | -4.84% | +6.14% | -6.10% | -9.10% | -2.60% | +13.16% | -5.12% | -26.94% |
| 2021 | -0.83% | -1.48% | +3.03% | +1.86% | +1.69% | +1.66% | +3.49% | -1.72% | -2.94% | -0.91% | +1.85% | +3.35% | +9.16% |
| 2020 | +3.25% | -1.25% | -7.61% | -2.59% | +5.55% | +0.24% | +5.20% | -0.63% | +0.42% | -1.04% | +4.87% | +2.93% | +8.86% |
| 2019 | +6.28% | +1.46% | +1.44% | -0.57% | +2.35% | +2.06% | +4.62% | +0.33% | -0.67% | -1.89% | +0.79% | +0.63% | +17.86% |
| 2018 | -4.21% | +0.90% | -0.19% | -0.87% | +2.63% | -0.10% | +0.73% | +0.90% | -3.03% | -3.05% | +1.11% | +0.29% | -5.01% |
| 2017 | +1.60% | -0.17% | +0.24% | +0.84% | +1.81% | +1.15% | +1.06% | +0.35% | +0.35% | -2.71% | -0.37% | +2.16% | +6.39% |
Drawdown analysis of IQI (Invesco Quality Municipal Income Trust)
The maximum drawdown for the IQI was -50.21%, occurring on Oct 10, 2008. Recovery took 330 trading sessions.
The current IQI drawdown is -5.06%.
Since Nov 1, 1999 IQI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.21% | May 7, 2007 | 362 | Oct 10, 2008 | 330 | Feb 3, 2010 | 692 |
| -35.34% | Jul 29, 2021 | 564 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -26.28% | Mar 4, 2020 | 10 | Mar 18, 2020 | 175 | Nov 24, 2020 | 185 |
| -22.85% | Jul 25, 2012 | 266 | Aug 16, 2013 | 354 | Jan 13, 2015 | 620 |
| -18.18% | Sep 30, 2010 | 74 | Jan 14, 2011 | 199 | Oct 28, 2011 | 273 |
| -13.33% | Aug 18, 2016 | 61 | Nov 14, 2016 | 602 | Apr 10, 2019 | 663 |
| -11.25% | Mar 23, 2004 | 32 | May 7, 2004 | 188 | Feb 4, 2005 | 220 |
| -10.07% | Jun 17, 2003 | 34 | Aug 5, 2003 | 113 | Jan 15, 2004 | 147 |
| -9.68% | Nov 5, 1999 | 36 | Dec 29, 1999 | 25 | Feb 3, 2000 | 61 |
| -9.35% | Feb 2, 2015 | 89 | Jun 10, 2015 | 121 | Dec 1, 2015 | 210 |
| -8.54% | Sep 12, 2000 | 24 | Oct 16, 2000 | 53 | Jan 2, 2001 | 77 |
| -7.41% | Mar 1, 2012 | 11 | Mar 16, 2012 | 59 | Jun 11, 2012 | 70 |
| -7.23% | Oct 2, 2002 | 13 | Oct 21, 2002 | 88 | Feb 27, 2003 | 101 |
| -7.19% | Feb 4, 2002 | 33 | Mar 22, 2002 | 75 | Jul 10, 2002 | 108 |
| -7.15% | Feb 8, 2000 | 64 | May 10, 2000 | 47 | Jul 18, 2000 | 111 |
| -6.88% | Sep 25, 2006 | 14 | Oct 13, 2006 | 136 | May 2, 2007 | 150 |
| -6.04% | Feb 15, 2005 | 27 | Mar 28, 2005 | 37 | May 18, 2005 | 64 |
| -5.49% | Nov 9, 2001 | 25 | Dec 17, 2001 | 7 | Dec 27, 2001 | 32 |
| -5.38% | Aug 9, 2001 | 26 | Sep 21, 2001 | 33 | Nov 7, 2001 | 59 |
| -5.21% | Jul 11, 2016 | 3 | Jul 14, 2016 | 21 | Aug 12, 2016 | 24 |
| -4.78% | Sep 4, 2019 | 7 | Sep 13, 2019 | 82 | Jan 10, 2020 | 89 |
| -4.63% | Feb 10, 2021 | 8 | Feb 23, 2021 | 30 | Apr 7, 2021 | 38 |
| -4.23% | Sep 9, 2005 | 46 | Nov 14, 2005 | 18 | Dec 9, 2005 | 64 |
| -3.76% | Feb 20, 2001 | 47 | Apr 27, 2001 | 45 | Jul 2, 2001 | 92 |
| -3.33% | Mar 28, 2006 | 32 | May 12, 2006 | 53 | Jul 28, 2006 | 85 |