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Nasdaq - Delayed Quote USD

Invesco Short Term Bond Fund (STBRX)

8.07
0.00
(0.00%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.93%
5y Average Return 2.05%
Number of Years Up 17
Number of Years Down 3
Best 1Y Total Return (Apr 14, 2025) 5.21%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 5.21%
Worst 3Y Total Return -0.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STBRX
Category
YTD
1.31%
0.44%
1-Month
0.23%
0.02%
3-Month
1.31%
0.56%
1-Year
5.41%
2.65%
3-Year
3.13%
3.38%
5-Year
2.49%
2.40%
10-Year
1.68%
2.01%
Last Bull Market
4.17%
2.63%
Last Bear Market
-2.19%
-0.33%

Annual Total Return (%) History

Year
STBRX
Category
2025
--
--
2024
5.05%
--
2023
5.21%
--
2022
-5.01%
--
2021
-0.51%
--
2020
2.98%
3.81%
2019
4.68%
4.72%
2018
0.24%
0.92%

2017
1.51%
1.73%
2016
2.49%
2.08%
2015
0.10%
0.19%
2014
0.77%
1.07%
2013
0.72%
0.45%
2012
3.97%
3.67%
2011
0.62%
1.66%
2010
2.80%
4.11%
2009
4.61%
9.30%
2008
-5.14%
-4.23%
2007
3.72%
4.29%
2006
3.94%
4.05%
2005
1.96%
1.45%
2004
--
1.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.31% -- -- --
2024 0.95% 0.86% 3.09% 0.07%
2023 1.09% -0.11% 1.17% 2.98%
2022 -3.05% -2.19% -1.29% 1.49%
2021 0.08% 0.19% 0.04% -0.82%
2020 -3.63% 4.92% 0.90% 0.94%
2019 1.87% 1.43% 0.83% 0.48%
2018 -0.38% 0.10% 0.51% 0.01%
2017 0.62% 0.61% 0.33% -0.05%
2016 0.94% 1.41% 0.58% -0.45%

2015 0.80% -0.11% -0.23% -0.36%
2014 0.45% 0.45% -0.13% -0.00%
2013 0.27% -0.70% 0.45% 0.70%
2012 1.73% 0.45% 1.37% 0.37%
2011 0.59% 0.51% -0.98% 0.50%
2010 1.15% 0.55% 1.08% -0.01%
2009 -2.33% 3.10% 2.54% 1.31%
2008 0.12% 1.34% -5.29% -1.29%
2007 1.48% 0.51% 0.86% 0.83%
2006 0.43% 0.56% 1.87% 1.03%
2005 -0.16% 1.23% 0.26% 0.62%
2004 1.12% 0.25% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 71
3-Month 92
1-Year 81
3-Year 67
5-Year 57

Load Adjusted Returns

1-Year 5.41%
3-Year 3.13%
5-Year 2.49%
10-Year 1.68%

Performance & Risk

YTD Return 0.93%
5y Average Return 2.05%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.29
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Invesco
Net Assets 2.02B
YTD Return 1.31%
Yield 4.52%
Morningstar Rating
Inception Date Sep 24, 2012

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in fixed-income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities. The fund may invest up to 25% of its net assets in foreign debt securities, including debt securities of issuers located in emerging markets countries. The adviser will attempt to maintain a dollar-weighted average portfolio maturity and duration of less than three years.

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