Performance analysis of VTN (Invesco Trust For Investment Grade New York Municipals)
Annual Return
Over the past 3 years, VTN has had an average annual return of +9.94%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, VTN has had an average annual return of +1.36%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, VTN has had an average annual return of +1.79%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, VTN has had an average annual return of +4.95%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.25% | +18.79% | +6.83% | +7.28% | -21.12% | +7.24% | +0.27% | +19.33% | -8.14% | +8.75% | -4.31% | +13.44% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.35% | -15.52% | +15.73% | +20.19% | +2.43% | +73.53% | -32.05% | -5.65% | +11.27% | +6.50% | -7.19% | +13.43% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +13.85% | +8.23% | +16.38% | -8.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.24% | +1.54% | -4.95% | +2.82% | -0.37% | -0.36% | -1.25% | ||||||
| 2025 | +0.47% | +3.15% | -1.88% | -0.08% | -1.77% | +3.96% | -0.31% | -1.48% | +9.59% | +0.43% | +5.10% | +0.77% | +18.79% |
| 2024 | +1.76% | +0.09% | +2.47% | -3.17% | +4.92% | +4.32% | +0.07% | +2.67% | +1.65% | -2.28% | +3.66% | -8.69% | +6.83% |
| 2023 | +7.01% | -5.98% | +4.02% | -2.07% | -1.84% | +2.64% | +1.11% | -4.34% | -6.92% | -5.48% | +16.59% | +4.73% | +7.28% |
| 2022 | -5.47% | -3.02% | -4.70% | -7.85% | +6.16% | -3.88% | +2.53% | -2.82% | -9.87% | -1.56% | +13.89% | -4.64% | -21.12% |
| 2021 | +1.74% | -1.40% | +1.20% | +1.42% | +2.03% | +3.48% | +1.57% | -1.87% | -1.47% | -0.69% | +1.78% | -0.61% | +7.24% |
| 2020 | +2.54% | -1.98% | -10.56% | -4.51% | +7.55% | -0.84% | +3.83% | +0.12% | -1.15% | -2.62% | +5.64% | +3.62% | +0.27% |
| 2019 | +7.68% | +1.68% | +0.93% | +0.00340% | +2.09% | +3.88% | +0.30% | +0.74% | -0.42% | -0.37% | +3.28% | -1.65% | +19.33% |
| 2018 | -2.43% | -1.45% | -1.55% | -0.25% | +1.96% | -0.86% | -0.17% | +0.86% | -1.54% | -3.33% | +1.47% | -1.04% | -8.14% |
| 2017 | +2.54% | -0.10% | +0.51% | +1.02% | +1.24% | +0.42% | +1.67% | +1.07% | -1.31% | -0.60% | +1.53% | +0.50% | +8.75% |
Drawdown analysis of VTN (Invesco Trust For Investment Grade New York Municipals)
The maximum drawdown for the VTN was -49.29%, occurring on Dec 15, 2008. Recovery took 182 trading sessions.
The current VTN drawdown is -6.39%.
Since Nov 1, 1999 VTN has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.29% | May 11, 2007 | 403 | Dec 15, 2008 | 182 | Sep 4, 2009 | 585 |
| -33.61% | Jul 29, 2021 | 564 | Oct 25, 2023 | 495 | Oct 16, 2025 | 1059 |
| -29.17% | Feb 19, 2020 | 20 | Mar 18, 2020 | 281 | Apr 29, 2021 | 301 |
| -22.31% | Mar 24, 2004 | 35 | May 13, 2004 | 663 | Dec 29, 2006 | 698 |
| -21.68% | Jan 10, 2013 | 151 | Aug 16, 2013 | 575 | Nov 27, 2015 | 726 |
| -19.89% | Jul 27, 2016 | 91 | Dec 5, 2016 | 792 | Jan 30, 2020 | 883 |
| -17.68% | Nov 5, 2010 | 50 | Jan 19, 2011 | 172 | Sep 23, 2011 | 222 |
| -11.39% | Feb 13, 2026 | 29 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -10.21% | Nov 1, 1999 | 39 | Dec 28, 1999 | 131 | Jul 5, 2000 | 170 |
| -10.03% | Oct 2, 2002 | 14 | Oct 22, 2002 | 50 | Jan 3, 2003 | 64 |
| -8.50% | Oct 6, 2009 | 4 | Oct 12, 2009 | 67 | Jan 19, 2010 | 71 |
| -8.28% | Feb 13, 2012 | 23 | Mar 16, 2012 | 78 | Jul 9, 2012 | 101 |
| -7.61% | Jul 9, 2003 | 16 | Jul 31, 2003 | 88 | Dec 4, 2003 | 104 |
| -7.20% | Feb 8, 2002 | 30 | Mar 25, 2002 | 52 | Jun 7, 2002 | 82 |
| -6.70% | Sep 13, 2000 | 63 | Dec 12, 2000 | 12 | Dec 29, 2000 | 75 |
| -6.21% | Jan 27, 2010 | 18 | Feb 23, 2010 | 43 | Apr 26, 2010 | 61 |
| -6.20% | Aug 27, 2001 | 15 | Sep 24, 2001 | 32 | Nov 7, 2001 | 47 |
| -5.87% | Aug 2, 2012 | 17 | Aug 27, 2012 | 36 | Oct 17, 2012 | 53 |
| -4.90% | Jan 3, 2003 | 15 | Jan 27, 2003 | 25 | Mar 4, 2003 | 40 |
| -4.72% | Jul 11, 2016 | 3 | Jul 14, 2016 | 9 | Jul 27, 2016 | 12 |
| -4.17% | Nov 30, 2012 | 12 | Dec 18, 2012 | 15 | Jan 10, 2013 | 27 |
| -4.07% | May 16, 2016 | 4 | May 20, 2016 | 15 | Jun 13, 2016 | 19 |
| -4.05% | Nov 12, 2001 | 27 | Dec 20, 2001 | 21 | Jan 23, 2002 | 48 |
| -3.95% | Mar 14, 2003 | 6 | Mar 24, 2003 | 31 | May 7, 2003 | 37 |
| -3.65% | Oct 16, 2025 | 5 | Oct 23, 2025 | 16 | Nov 14, 2025 | 21 |