Performance analysis of VMO (Invesco Municipal Opportunity Trust)
Annual Return
Over the past 3 years, VMO has had an average annual return of +7.99%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VMO has had an average annual return of -1.01%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, VMO has had an average annual return of +1.79%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, VMO 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.64% | +6.57% | +7.75% | +1.54% | -24.26% | +12.95% | +8.93% | +16.24% | -4.54% | +3.06% | +2.89% | +9.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.01% | -14.16% | +7.84% | +20.06% | +5.04% | +48.58% | -26.73% | -2.63% | +11.61% | +8.16% | -5.75% | +13.33% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +13.94% | +14.48% | +14.45% | -4.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.22% | +3.42% | -4.20% | +2.55% | +1.37% | -0.61% | +4.64% | ||||||
| 2025 | +1.68% | +1.76% | -3.81% | -0.81% | -1.05% | +0.58% | -0.41% | +2.34% | +5.45% | +0.96% | -0.91% | +0.86% | +6.57% |
| 2024 | -0.16% | +0.92% | +1.65% | -4.23% | +5.70% | +3.82% | +1.02% | -0.07% | +2.81% | -2.13% | +2.24% | -3.62% | +7.75% |
| 2023 | +1.81% | -5.61% | +4.23% | -2.19% | -1.30% | +1.02% | +1.22% | -4.87% | -8.61% | -1.67% | +14.09% | +5.28% | +1.54% |
| 2022 | -7.46% | -6.34% | -3.09% | -8.49% | +3.65% | -3.52% | +5.60% | -5.13% | -10.80% | -3.03% | +12.66% | +0.92% | -24.26% |
| 2021 | +2.69% | -0.36% | +1.72% | +2.77% | +1.74% | -0.12% | +0.38% | +3.56% | -2.05% | -0.79% | -0.06% | +2.92% | +12.95% |
| 2020 | +5.35% | -2.88% | -8.37% | -1.18% | +4.61% | +1.43% | +5.05% | +0.33% | -1.04% | +0.91% | +3.12% | +2.08% | +8.93% |
| 2019 | +6.05% | +0.98% | +1.01% | -0.17% | +2.62% | +1.90% | +4.08% | +0.55% | -1.64% | -0.40% | +0.41% | -0% | +16.24% |
| 2018 | -3.84% | -0.04% | -0.30% | -0.38% | +1.95% | +0.05% | +1.24% | +0.89% | -3.25% | -3.71% | +3.79% | -0.74% | -4.54% |
| 2017 | +3.36% | +1.14% | -1.00% | +0.80% | +1.57% | -0.05% | +1.22% | +0.99% | -1.44% | -3.20% | -1.80% | +1.60% | +3.06% |
Drawdown analysis of VMO (Invesco Municipal Opportunity Trust)
The maximum drawdown for the VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 181 trading sessions.
The current VMO drawdown is -8.00%.
Since Nov 1, 1999 VMO 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: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.02% | Apr 23, 2007 | 418 | Dec 16, 2008 | 181 | Sep 4, 2009 | 599 |
| -37.68% | Jan 3, 2022 | 455 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -26.16% | Oct 8, 2012 | 214 | Aug 16, 2013 | 584 | Dec 10, 2015 | 798 |
| -25.48% | Feb 20, 2020 | 19 | Mar 18, 2020 | 105 | Aug 17, 2020 | 124 |
| -19.84% | Dec 3, 2010 | 29 | Jan 14, 2011 | 211 | Nov 15, 2011 | 240 |
| -19.20% | Mar 8, 2004 | 44 | May 10, 2004 | 472 | Mar 24, 2006 | 516 |
| -17.50% | Jul 8, 2016 | 586 | Nov 2, 2018 | 184 | Jul 31, 2019 | 770 |
| -11.93% | Nov 5, 2010 | 6 | Nov 15, 2010 | 13 | Dec 3, 2010 | 19 |
| -11.09% | Jun 13, 2003 | 36 | Aug 5, 2003 | 106 | Jan 6, 2004 | 142 |
| -10.05% | Oct 6, 2009 | 7 | Oct 15, 2009 | 96 | Mar 5, 2010 | 103 |
| -9.94% | Feb 1, 2012 | 31 | Mar 16, 2012 | 76 | Jul 5, 2012 | 107 |
| -9.78% | Nov 5, 1999 | 133 | May 17, 2000 | 48 | Jul 26, 2000 | 181 |
| -9.37% | Oct 3, 2002 | 13 | Oct 22, 2002 | 83 | Feb 21, 2003 | 96 |
| -8.52% | Apr 28, 2006 | 39 | Jun 23, 2006 | 113 | Dec 4, 2006 | 152 |
| -7.14% | Feb 15, 2002 | 28 | Mar 28, 2002 | 46 | Jun 4, 2002 | 74 |
| -5.97% | Sep 15, 2000 | 50 | Nov 27, 2000 | 15 | Dec 18, 2000 | 65 |
| -5.43% | Nov 9, 2001 | 25 | Dec 17, 2001 | 23 | Jan 22, 2002 | 48 |
| -4.76% | Sep 18, 2001 | 3 | Sep 21, 2001 | 31 | Nov 5, 2001 | 34 |
| -4.75% | Aug 12, 2019 | 24 | Sep 16, 2019 | 79 | Jan 8, 2020 | 103 |
| -4.69% | Sep 15, 2021 | 30 | Oct 27, 2021 | 46 | Jan 3, 2022 | 76 |
| -4.53% | Feb 10, 2021 | 8 | Feb 23, 2021 | 34 | Apr 13, 2021 | 42 |
| -4.26% | Apr 2, 2001 | 39 | May 29, 2001 | 22 | Jun 28, 2001 | 61 |
| -4.09% | Aug 17, 2020 | 28 | Sep 25, 2020 | 43 | Nov 25, 2020 | 71 |
| -3.45% | May 6, 2016 | 12 | May 24, 2016 | 9 | Jun 7, 2016 | 21 |
| -3.44% | Aug 17, 2010 | 20 | Sep 15, 2010 | 37 | Nov 5, 2010 | 57 |