Performance analysis of VKQ (Invesco Municipal Trust)
Annual Return
Over the past 3 years, VKQ has had an average annual return of +8.26%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VKQ has had an average annual return of -0.87%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, VKQ has had an average annual return of +2.28%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, VKQ has had an average annual return of +4.97%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.01% | +6.48% | +9.72% | +0.86% | -22.22% | +9.81% | +8.94% | +16.68% | -5.65% | +7.97% | +1.86% | +7.70% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.62% | -13.94% | +9.76% | +20.62% | +2.72% | +58.29% | -36.87% | +0.20% | +18.83% | +3.38% | +5.89% | +9.27% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +14.91% | +9.05% | +5.32% | -4.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.90% | +2.08% | -3.31% | +2.34% | +1.90% | -0.82% | +4.01% | ||||||
| 2025 | +1.46% | +2.46% | -3.55% | -2.03% | -0.61% | -0.62% | -0.63% | +1.91% | +6.27% | +1.80% | -1.31% | +1.50% | +6.48% |
| 2024 | +0.05% | +1.25% | +1.67% | -3.72% | +5.05% | +3.01% | +1.63% | +0.93% | +2.31% | -1.05% | +2.63% | -4.05% | +9.72% |
| 2023 | +3.04% | -6.43% | +5.18% | -2.66% | -2.23% | +1.03% | +1.76% | -4.75% | -7.69% | -2.12% | +13.85% | +3.74% | +0.86% |
| 2022 | -9.10% | -2.45% | -2.10% | -9.06% | +3.46% | -4.85% | +5.18% | -4.77% | -9.00% | -3.46% | +13.37% | +0.32% | -22.22% |
| 2021 | +1.73% | -0.91% | +3.39% | +1.17% | +3.50% | +0.47% | +0.89% | +2.56% | -4.53% | -1.93% | +4.83% | -1.38% | +9.81% |
| 2020 | +5.74% | -2.78% | -6.80% | -4.14% | +5.02% | +1.10% | +6.04% | -0.09% | -2.45% | +0.43% | +6.19% | +1.36% | +8.94% |
| 2019 | +6.41% | +1.21% | +1.79% | -0.32% | +2.86% | +1% | +4.32% | -0.06% | -0.61% | -1.76% | -0.33% | +1.30% | +16.68% |
| 2018 | -4.18% | -0.35% | -0.62% | +0.99% | +1.51% | +0.06% | +0.81% | +0.31% | -2.10% | -4.57% | +2.30% | +0.29% | -5.65% |
| 2017 | +3.77% | +0.25% | -0.29% | +1.37% | +1.69% | +0.80% | +1.17% | +0.30% | -0.56% | -3.23% | +0.07% | +2.52% | +7.97% |
Drawdown analysis of VKQ (Invesco Municipal Trust)
The maximum drawdown for the VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 181 trading sessions.
The current VKQ drawdown is -7.92%.
Since Nov 1, 1999 VKQ 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: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.96% | Jan 24, 2008 | 227 | Dec 16, 2008 | 181 | Sep 4, 2009 | 408 |
| -37.26% | Sep 1, 2021 | 540 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -26.43% | Dec 3, 2012 | 177 | Aug 16, 2013 | 600 | Jan 5, 2016 | 777 |
| -25.76% | Feb 25, 2020 | 16 | Mar 18, 2020 | 174 | Nov 23, 2020 | 190 |
| -18.90% | Sep 1, 2010 | 94 | Jan 14, 2011 | 209 | Nov 11, 2011 | 303 |
| -14.85% | Mar 15, 2004 | 38 | May 7, 2004 | 190 | Feb 8, 2005 | 228 |
| -14.76% | May 11, 2007 | 67 | Aug 16, 2007 | 109 | Jan 23, 2008 | 176 |
| -14.41% | Aug 12, 2016 | 77 | Dec 1, 2016 | 613 | May 13, 2019 | 690 |
| -11.72% | Nov 3, 1999 | 34 | Dec 22, 1999 | 138 | Jul 11, 2000 | 172 |
| -11.10% | Jun 17, 2003 | 34 | Aug 5, 2003 | 111 | Jan 13, 2004 | 145 |
| -10.95% | Oct 5, 2009 | 17 | Oct 28, 2009 | 89 | Mar 9, 2010 | 106 |
| -10.27% | Aug 17, 2000 | 76 | Dec 5, 2000 | 21 | Jan 5, 2001 | 97 |
| -9.67% | Oct 2, 2002 | 14 | Oct 22, 2002 | 126 | Apr 24, 2003 | 140 |
| -9.45% | Feb 15, 2005 | 28 | Mar 29, 2005 | 112 | Sep 6, 2005 | 140 |
| -7.51% | Mar 1, 2012 | 11 | Mar 16, 2012 | 45 | May 21, 2012 | 56 |
| -7.02% | Nov 13, 2001 | 25 | Dec 19, 2001 | 30 | Feb 4, 2002 | 55 |
| -6.15% | Jul 8, 2016 | 4 | Jul 14, 2016 | 16 | Aug 5, 2016 | 20 |
| -5.98% | Sep 12, 2005 | 26 | Oct 18, 2005 | 59 | Jan 12, 2006 | 85 |
| -5.72% | Feb 11, 2021 | 7 | Feb 23, 2021 | 34 | Apr 13, 2021 | 41 |
| -4.85% | Aug 21, 2001 | 18 | Sep 21, 2001 | 9 | Oct 4, 2001 | 27 |
| -4.68% | Apr 13, 2010 | 27 | May 20, 2010 | 24 | Jun 24, 2010 | 51 |
| -4.64% | Feb 28, 2002 | 21 | Apr 1, 2002 | 37 | May 22, 2002 | 58 |
| -4.58% | Feb 8, 2012 | 6 | Feb 16, 2012 | 8 | Feb 29, 2012 | 14 |
| -4.52% | Jul 11, 2000 | 16 | Aug 2, 2000 | 11 | Aug 17, 2000 | 27 |
| -4.36% | Jun 7, 2012 | 6 | Jun 15, 2012 | 12 | Jul 3, 2012 | 18 |