Performance analysis of PZT (INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, PZT has had an average annual return of +3.36%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PZT has had an average annual return of -0.03%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PZT has had an average annual return of +1.91%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 11, 2007, PZT has had an average annual return of +3.01%, underperforming the benchmark SPY, which returned +10.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.87% | +1.77% | +1.17% | +7.57% | -13.03% | +2.66% | +5.89% | +9.52% | -0.54% | +6.21% | +1.65% | +2.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +15.63% | -6.92% | +6.99% | +12.87% | -0.14% | +17.50% | -13.58% | +1.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.15% | +2.23% | -2.51% | +1.76% | +1.05% | +0.22% | +2.87% | ||||||
| 2025 | +0.00602% | +1.89% | -3.69% | -0.48% | -1.60% | +0.87% | -1.36% | +0.91% | +4.18% | +1.59% | +0.12% | -0.46% | +1.77% |
| 2024 | +1.19% | -1.20% | +0.37% | -1.59% | +0.58% | +1.42% | +1.31% | -0.38% | +1.55% | -1.55% | +1.75% | -2.19% | +1.17% |
| 2023 | +3.99% | -3.03% | +2.82% | +0.06% | -0.33% | +0.82% | +0.24% | -2.40% | -3.83% | -2.42% | +9.22% | +2.91% | +7.57% |
| 2022 | -3.31% | -0.80% | -4.06% | -4.41% | +2.59% | -3.22% | +3.64% | -3.66% | -4.56% | -2.20% | +7.46% | -0.57% | -13.03% |
| 2021 | +0.67% | -2.23% | +0.60% | +1.57% | +0.82% | +0.61% | +0.84% | -0.72% | -0.92% | -0.20% | +1.25% | +0.41% | +2.66% |
| 2020 | +1.87% | +1.97% | -4.00% | -2.81% | +4.18% | +1.18% | +1.20% | -0.17% | -0.49% | -0.21% | +2.24% | +1.06% | +5.89% |
| 2019 | +1.05% | +0.46% | +2.41% | +0.82% | +1.50% | +0.47% | +0.83% | +1.80% | -0.48% | -0.01% | -0.09% | +0.42% | +9.52% |
| 2018 | -1.63% | -1.00% | +0.62% | -0.29% | +1.22% | -0.34% | +0.29% | +0.40% | -1.50% | -0.57% | +0.93% | +1.37% | -0.54% |
| 2017 | -0.17% | +0.60% | +1.06% | +0.30% | +1.67% | +0.10% | +0.39% | +0.89% | -0.38% | +0.35% | -0.53% | +1.79% | +6.21% |
Drawdown analysis of PZT (INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF)
The maximum drawdown for the PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 232 trading sessions.
The current PZT drawdown is -1.41%.
Since Oct 11, 2007 PZT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.71% | Jan 16, 2008 | 190 | Oct 16, 2008 | 232 | Sep 18, 2009 | 422 |
| -19.13% | Jul 19, 2021 | 322 | Oct 26, 2022 | Ongoing | Ongoing | Ongoing |
| -16.55% | Mar 9, 2020 | 10 | Mar 23, 2020 | 94 | Aug 5, 2020 | 104 |
| -12.34% | Nov 30, 2012 | 194 | Sep 10, 2013 | 180 | May 29, 2014 | 374 |
| -10.45% | Sep 27, 2010 | 77 | Jan 14, 2011 | 142 | Aug 9, 2011 | 219 |
| -7.34% | Jul 5, 2016 | 105 | Dec 1, 2016 | 235 | Nov 7, 2017 | 340 |
| -4.19% | Oct 6, 2009 | 18 | Oct 30, 2009 | 117 | Apr 21, 2010 | 135 |
| -3.41% | Dec 29, 2017 | 215 | Nov 6, 2018 | 37 | Jan 2, 2019 | 252 |
| -3.33% | Feb 12, 2021 | 14 | Mar 5, 2021 | 62 | Jun 3, 2021 | 76 |
| -2.94% | Jan 30, 2015 | 112 | Jul 13, 2015 | 68 | Oct 16, 2015 | 180 |
| -2.55% | Aug 7, 2020 | 52 | Oct 21, 2020 | 21 | Nov 19, 2020 | 73 |
| -2.31% | Sep 23, 2011 | 11 | Oct 10, 2011 | 41 | Dec 7, 2011 | 52 |
| -2.02% | Sep 3, 2019 | 10 | Sep 17, 2019 | 76 | Jan 6, 2020 | 86 |
| -1.85% | Oct 22, 2007 | 20 | Nov 19, 2007 | 15 | Dec 11, 2007 | 35 |
| -1.67% | Jan 31, 2012 | 32 | Mar 16, 2012 | 25 | Apr 23, 2012 | 57 |
| -1.53% | Jun 30, 2014 | 9 | Jul 14, 2014 | 25 | Aug 18, 2014 | 34 |
| -1.49% | Oct 16, 2015 | 16 | Nov 9, 2015 | 15 | Dec 1, 2015 | 31 |
| -1.45% | Nov 8, 2017 | 15 | Nov 30, 2017 | 4 | Dec 6, 2017 | 19 |
| -1.43% | Jul 25, 2012 | 36 | Sep 14, 2012 | 10 | Sep 28, 2012 | 46 |
| -1.36% | Oct 11, 2007 | 3 | Oct 16, 2007 | 3 | Oct 19, 2007 | 6 |
| -1.27% | Oct 16, 2014 | 18 | Nov 11, 2014 | 22 | Dec 12, 2014 | 40 |
| -1.23% | Jan 18, 2012 | 4 | Jan 24, 2012 | 5 | Jan 31, 2012 | 9 |
| -1.22% | Apr 2, 2019 | 2 | Apr 4, 2019 | 7 | Apr 15, 2019 | 9 |
| -1.03% | Dec 14, 2017 | 3 | Dec 19, 2017 | 7 | Dec 29, 2017 | 10 |
| -0.98% | Dec 16, 2014 | 6 | Dec 24, 2014 | 4 | Dec 31, 2014 | 10 |