Back to top
more

Invesco Short Duration Inflation Protected Fund Cl Y: (MF: LMTYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:57 PM ET

$10.03 USD

+0.02 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.99 70
3 months 0.92 82
6 months 0.93 92
1 Year 4.84 59
3 Year 5.13 22
5 Year 3.09 14
10 Year 2.87 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 36.64

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.12
5 Year 3.01
10 Year 2.88
Since Inception 1.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.33 0.97 1.58 0.12
2024 0.60 1.32 2.73 -0.51
2023 2.22 -0.86 0.15 2.73
2022 -0.47 -1.77 -3.23 1.12
2021 1.16 1.57 1.36 1.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.996.124.184.26-4.345.205.344.780.100.533.15
% Total Return Rel to Index 0.49-1.252.92-1.258.686.75-2.15-3.940.08-3.000.49
% Total Return Rel to Peer 0.25-0.032.130.046.023.97-1.96-1.810.88-1.910.66
% Perf Quintile vs Peer* 1.003.000.002.001.002.004.004.003.005.002.00
% Dividends 0.000.430.290.310.730.470.120.210.280.220.18
% Yield 0.004.212.894.337.304.211.142.042.672.101.70
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.300.300.300.300.300.300.300.300.300.48

* 1 = Top 20%, 5 = Bottom 20%