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Invesco Short Duration Inflation Protected Fund Cl A2: (MF: SHTIX)

(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

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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 0.89 86
6 months 0.95 91
1 Year 4.69 67
3 Year 4.97 30
5 Year 2.93 16
10 Year 2.76 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 10.97
Bear Market (10/07 - 2/09) 6.87
Bull Market (2/09 - 3/21) 34.43

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.91
5 Year 2.65
10 Year 2.67
Since Inception 3.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.29 0.93 1.54 0.08
2024 0.46 1.38 2.69 -0.54
2023 2.18 -1.00 0.22 2.69
2022 -0.51 -1.81 -3.27 1.08
2021 1.12 1.53 1.32 0.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.995.964.034.11-4.495.045.184.62-0.040.383.41
% Total Return Rel to Index 0.49-1.412.76-1.418.526.59-2.31-4.10-0.06-3.150.75
% Total Return Rel to Peer 0.25-0.191.98-0.115.873.81-2.12-1.970.73-2.060.91
% Perf Quintile vs Peer* 1.004.002.003.001.002.004.004.003.005.002.00
% Dividends 0.000.420.280.300.710.450.110.200.260.210.21
% Yield 0.004.182.824.307.344.181.021.952.592.012.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.450.450.450.450.450.450.450.450.450.50

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