Singapore markets open in 6 hours 28 minutes

Invesco Capital Appreciation (0P00006ACW.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
Add to watchlist
56.23+0.10 (+0.18%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.44%
5-year average return10.98%
Number of years up20
Number of years down8
Best 1-yr total return (3 May 2024)69.47%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return69.47%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006ACW.TWCategory
YTD9.41%0.00%
1-month2.31%0.00%
3-month9.41%0.00%
1-year31.75%0.00%
3-year9.15%0.00%
5-year12.56%0.00%
10-year6.89%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006ACW.TWCategory
2024
N/AN/A
2023
42.10%N/A
2022
-25.93%N/A
2021
22.75%N/A
2020
14.00%N/A
2019
30.25%N/A
2018
-23.69%N/A
2017
18.47%N/A
2016
5.49%N/A
2015
-3.41%N/A
2014
3.04%N/A
2013
19.16%N/A
2012
13.17%N/A
2011
-16.88%N/A
2010
13.71%N/A
2009
69.47%N/A
2008
-37.80%N/A
2007
6.50%N/A
2006
30.30%N/A
2005
13.18%N/A
2004
1.83%N/A
2003
27.50%N/A
2002
-16.61%N/A
2001
26.54%N/A
2000
-40.13%N/A
1999
38.05%N/A
1998
-16.63%N/A
1997
75.40%N/A
1996
22.57%N/A
1995
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.41%N/AN/AN/A
202318.01%7.50%2.98%8.77%
2022-9.57%-17.42%-3.91%3.22%
20218.70%3.10%-5.69%16.14%
2020-20.82%21.49%1.95%16.25%
201916.15%-2.73%7.61%7.13%
2018-0.36%-2.09%-14.80%-8.19%
20176.44%8.28%4.80%-1.91%
20162.40%-1.37%11.58%-6.39%
20155.27%3.05%-9.22%-1.92%
20142.29%5.91%-5.67%0.84%
20133.01%-0.32%9.07%6.39%
201213.49%-6.61%7.86%-1.01%
20110.31%2.56%-14.03%-6.01%
2010-4.96%-8.79%20.93%8.47%
20095.75%24.06%16.69%10.69%
200811.70%-16.96%-27.89%-7.00%
2007-2.78%11.31%13.50%-13.29%
20060.32%12.31%2.66%12.66%
2005-4.39%1.58%4.38%11.66%
20047.19%-9.65%3.11%1.98%
2003-6.36%8.59%20.42%4.13%
20029.20%-17.86%-8.43%1.52%
200124.07%-13.37%-25.62%58.27%
200025.85%-14.02%-24.61%-26.62%
19990.12%20.47%-2.90%17.87%
199813.87%-16.92%-6.38%-5.87%
199738.80%36.33%6.99%-13.36%
1996-3.02%17.04%-3.00%11.32%
19952.12%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month21
3-month82
1-year76
3-year75
5-year94

Load adjusted returns

1-year29.90%
3-year8.64%
5-year12.25%
10-year6.74%