Performance analysis of VGM (Invesco Trust for Investment Grade Municipals)
Annual Return
Over the past 3 years, VGM has had an average annual return of +8.27%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VGM has had an average annual return of -0.64%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, VGM has had an average annual return of +2%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, VGM has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.07% | +11.03% | +8.77% | +2.98% | -24.13% | +10.87% | +7.99% | +17.60% | -7.85% | +9.51% | +1.53% | +7.31% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.82% | -14.24% | +8.73% | +21.24% | +3.68% | +69.03% | -31.24% | -5.66% | +12.70% | +4.63% | +1.37% | +7.09% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +18.83% | +10.65% | +12.03% | -6.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.25% | +2.96% | -5.59% | +5.01% | +0.73% | -2.42% | +0.07% | ||||||
| 2025 | +0.84% | +1.93% | -2.20% | -2.46% | +0.88% | -1.19% | +0.35% | +1.53% | +6.77% | +1.44% | +0.34% | +2.60% | +11.03% |
| 2024 | -0.66% | +1.01% | +0.50% | -2.75% | +3.76% | +4.71% | +1.41% | +1.11% | +2.16% | -1.29% | +1.90% | -3.10% | +8.77% |
| 2023 | +4.20% | -6.35% | +2.57% | -0.85% | -1.37% | +1% | +1.20% | -4.54% | -8.36% | -1.61% | +14% | +4.91% | +2.98% |
| 2022 | -10.24% | -2.22% | -4.01% | -6.21% | +3.24% | -5.10% | +5.20% | -5.60% | -9.33% | -2.73% | +13.63% | -1.55% | -24.13% |
| 2021 | +0.79% | +0.18% | +2.31% | +2.26% | +2.59% | +0.33% | +0.81% | +1.67% | -3.63% | -0.64% | +1.65% | +2.21% | +10.87% |
| 2020 | +4.22% | -2.56% | -6.23% | -4.49% | +5.31% | +0.24% | +6.23% | +0.02% | -1.71% | +0.26% | +4.79% | +2.51% | +7.99% |
| 2019 | +5.77% | +1.34% | +1.98% | -0.80% | +2.31% | +2.03% | +2.70% | +1.94% | -1.80% | +0.00884% | -0.77% | +1.83% | +17.60% |
| 2018 | -3.70% | -0.61% | -1.68% | +0.24% | +4.03% | -1.50% | +0.16% | -1.20% | -1.64% | -4.28% | +1.78% | +0.54% | -7.85% |
| 2017 | +2.78% | +1.03% | -0.42% | +1.49% | +1.64% | +1.61% | +1.60% | +1.36% | -1.66% | -2.53% | +1.57% | +0.78% | +9.51% |
Drawdown analysis of VGM (Invesco Trust for Investment Grade Municipals)
The maximum drawdown for the VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 180 trading sessions.
The current VGM drawdown is -6.68%.
Since Nov 1, 1999 VGM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.32% | May 16, 2007 | 401 | Dec 16, 2008 | 180 | Sep 3, 2009 | 581 |
| -36.59% | Sep 22, 2021 | 526 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -24.75% | Feb 11, 2020 | 26 | Mar 19, 2020 | 177 | Nov 30, 2020 | 203 |
| -23.11% | Jan 25, 2013 | 141 | Aug 16, 2013 | 367 | Feb 2, 2015 | 508 |
| -17.26% | Nov 5, 2010 | 48 | Jan 14, 2011 | 162 | Sep 7, 2011 | 210 |
| -15.75% | Mar 11, 2004 | 41 | May 10, 2004 | 327 | Aug 25, 2005 | 368 |
| -15.16% | Jul 8, 2016 | 102 | Dec 1, 2016 | 646 | Jun 28, 2019 | 748 |
| -12.53% | Nov 5, 1999 | 28 | Dec 16, 1999 | 171 | Aug 21, 2000 | 199 |
| -10.76% | Oct 6, 2009 | 27 | Nov 12, 2009 | 77 | Mar 8, 2010 | 104 |
| -10.20% | Jun 16, 2003 | 43 | Aug 15, 2003 | 104 | Jan 14, 2004 | 147 |
| -9.87% | Sep 30, 2002 | 16 | Oct 22, 2002 | 117 | Apr 10, 2003 | 133 |
| -7.47% | Feb 2, 2015 | 89 | Jun 10, 2015 | 116 | Nov 23, 2015 | 205 |
| -7.02% | Nov 13, 2001 | 18 | Dec 10, 2001 | 27 | Jan 18, 2002 | 45 |
| -6.40% | Sep 27, 2012 | 54 | Dec 17, 2012 | 26 | Jan 25, 2013 | 80 |
| -6.34% | Aug 21, 2000 | 46 | Oct 25, 2000 | 44 | Dec 28, 2000 | 90 |
| -6.09% | Feb 1, 2012 | 31 | Mar 16, 2012 | 29 | Apr 27, 2012 | 60 |
| -5.61% | Sep 4, 2001 | 9 | Sep 21, 2001 | 9 | Oct 4, 2001 | 18 |
| -5.17% | Feb 13, 2002 | 24 | Mar 20, 2002 | 48 | May 29, 2002 | 72 |
| -4.98% | Feb 10, 2021 | 8 | Feb 23, 2021 | 25 | Mar 30, 2021 | 33 |
| -4.62% | Sep 13, 2005 | 23 | Oct 14, 2005 | 55 | Jan 4, 2006 | 78 |
| -4.40% | Jun 8, 2012 | 5 | Jun 15, 2012 | 22 | Jul 18, 2012 | 27 |
| -3.85% | Sep 3, 2019 | 39 | Oct 28, 2019 | 48 | Jan 7, 2020 | 87 |
| -3.76% | May 6, 2016 | 9 | May 19, 2016 | 12 | Jun 7, 2016 | 21 |
| -3.55% | Mar 29, 2006 | 76 | Jul 18, 2006 | 18 | Aug 11, 2006 | 94 |
| -3.21% | Feb 13, 2001 | 49 | Apr 25, 2001 | 53 | Jul 11, 2001 | 102 |