Performance analysis of OIA (Invesco Municipal Income Opportunities Trust)
Annual Return
Over the past 3 years, OIA has had an average annual return of +5.38%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OIA has had an average annual return of -0.50%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, OIA has had an average annual return of +2.72%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, OIA has had an average annual return of +4.83%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.75% | +8.07% | -1.94% | +7.17% | -17.70% | +6.22% | +5.34% | +19.17% | -8.19% | +17.65% | +3.58% | +10.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.58% | -9.80% | +16.48% | +15.31% | +6.68% | +44.10% | -31.39% | -20.75% | +20.20% | +20.09% | +12.90% | +2.67% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.14% | +3.39% | +7.23% | -5.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.31% | +3.87% | -3.45% | +0.47% | +0.97% | -1.30% | +3.75% | ||||||
| 2025 | +5.42% | +0.64% | -2.43% | -2.16% | -0.87% | -0.00955% | -2.46% | +3.22% | +5.73% | -0.68% | +1.49% | +0.32% | +8.07% |
| 2024 | +0.57% | -1.11% | +4.78% | -6.30% | +4.76% | +0.46% | +3.14% | -0.94% | +7.15% | -3.53% | +1.51% | -10.99% | -1.94% |
| 2023 | +11.87% | -0.46% | -3.21% | -2.53% | -4.48% | +2.23% | +2.36% | +0.11% | -7.97% | -11.30% | +19.66% | +4.35% | +7.17% |
| 2022 | -7.89% | -1.49% | -0.97% | -9.85% | +10.89% | -7.84% | +3.55% | +0.72% | -11.76% | -5.33% | +21.43% | -6.04% | -17.70% |
| 2021 | +0.66% | -1.01% | +1.56% | +1.41% | +3.04% | +1.98% | +1.35% | +1.46% | -5.90% | +0.52% | +1.51% | -0.24% | +6.22% |
| 2020 | +2.82% | -1.10% | -13.14% | -4.37% | +7.23% | +2.88% | +4.09% | +0.55% | -1.33% | -2.59% | +8.24% | +3.83% | +5.34% |
| 2019 | +8.09% | +2.57% | +2.13% | -3.72% | +1.79% | +1.74% | +2.25% | +3.10% | -0.59% | -0.74% | +0.15% | +1.30% | +19.17% |
| 2018 | -2.72% | -2.39% | -1.14% | +1.55% | +1.67% | +0.07% | +2.71% | +4.08% | -3.59% | -3.75% | -1.73% | -2.89% | -8.19% |
| 2017 | +6.20% | +0.72% | -0.32% | +2.84% | +4.48% | -3.19% | +3.17% | +0.18% | -0.07% | -0.46% | +2.10% | +1.06% | +17.65% |
Drawdown analysis of OIA (Invesco Municipal Income Opportunities Trust)
The maximum drawdown for the OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 925 trading sessions.
The current OIA drawdown is -7.12%.
Since Nov 1, 1999 OIA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.23% | May 11, 2007 | 358 | Oct 10, 2008 | 925 | Jun 13, 2012 | 1283 |
| -34.85% | Aug 30, 2021 | 544 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -31.78% | Feb 24, 2020 | 20 | Mar 23, 2020 | 197 | Dec 31, 2020 | 217 |
| -22.39% | Nov 26, 2012 | 183 | Aug 19, 2013 | 352 | Jan 12, 2015 | 535 |
| -19.90% | Sep 6, 2000 | 62 | Dec 4, 2000 | 47 | Feb 12, 2001 | 109 |
| -14.09% | Sep 30, 2016 | 31 | Nov 14, 2016 | 135 | May 31, 2017 | 166 |
| -13.06% | Sep 10, 2018 | 76 | Dec 28, 2018 | 56 | Mar 21, 2019 | 132 |
| -11.95% | Oct 7, 2002 | 55 | Dec 24, 2002 | 115 | Jun 11, 2003 | 170 |
| -11.02% | Mar 9, 2004 | 36 | Apr 29, 2004 | 110 | Oct 6, 2004 | 146 |
| -11.02% | Nov 5, 1999 | 32 | Dec 22, 1999 | 144 | Jul 19, 2000 | 176 |
| -10.80% | Aug 31, 2001 | 77 | Dec 27, 2001 | 171 | Sep 3, 2002 | 248 |
| -9.53% | Nov 7, 2005 | 5 | Nov 14, 2005 | 35 | Jan 5, 2006 | 40 |
| -9.09% | Jun 16, 2003 | 117 | Dec 1, 2003 | 66 | Mar 8, 2004 | 183 |
| -8.65% | Dec 27, 2017 | 60 | Mar 26, 2018 | 109 | Aug 29, 2018 | 169 |
| -7.54% | Apr 12, 2019 | 6 | Apr 23, 2019 | 73 | Aug 6, 2019 | 79 |
| -6.93% | Apr 17, 2015 | 36 | Jun 9, 2015 | 97 | Oct 26, 2015 | 133 |
| -6.81% | Mar 21, 2001 | 87 | Jul 25, 2001 | 27 | Aug 31, 2001 | 114 |
| -6.03% | May 5, 2006 | 28 | Jun 15, 2006 | 11 | Jun 30, 2006 | 39 |
| -5.78% | Mar 8, 2005 | 15 | Mar 30, 2005 | 9 | Apr 12, 2005 | 24 |
| -5.52% | Jan 26, 2015 | 15 | Feb 17, 2015 | 41 | Apr 16, 2015 | 56 |
| -4.91% | Feb 11, 2021 | 7 | Feb 23, 2021 | 50 | May 5, 2021 | 57 |
| -4.67% | Sep 4, 2019 | 38 | Oct 28, 2019 | 52 | Jan 13, 2020 | 90 |
| -4.29% | Sep 9, 2005 | 10 | Sep 23, 2005 | 6 | Oct 3, 2005 | 16 |
| -4.02% | Jul 6, 2016 | 6 | Jul 14, 2016 | 8 | Jul 26, 2016 | 14 |
| -3.94% | Jul 30, 2012 | 20 | Aug 27, 2012 | 15 | Sep 18, 2012 | 35 |