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Invesco Summit Y (ASMYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.20+0.25 (+0.89%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.39%
5-year average return14.65%
Number of years up12
Number of years down3
Best 1-yr total return (2 Jul 2024)42.25%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return42.25%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASMYXCategory
YTD21.79%12.38%
1-month5.34%5.09%
3-month6.23%10.28%
1-year30.85%41.70%
3-year3.01%22.56%
5-year14.63%21.98%
10-year13.59%15.99%
Last bull market33.15%25.99%
Last bear market-21.56%-17.29%

Annual total return (%) history

Year
ASMYXCategory
2024
N/AN/A
2023
36.98%N/A
2022
-32.98%N/A
2021
11.37%N/A
2020
42.25%35.86%
2019
38.75%31.90%
2018
-2.72%-2.09%
2017
30.03%27.67%
2016
2.48%3.23%
2015
6.64%3.60%
2014
9.24%10.00%
2013
37.98%33.92%
2012
15.67%15.34%
2011
-4.42%-2.46%
2010
14.66%15.53%
2009
20.47%35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.64%6.23%N/AN/A
202311.90%13.93%-4.79%12.84%
2022-10.10%-21.56%-6.11%1.21%
20212.68%10.92%-3.43%1.25%
2020-15.73%32.28%11.47%14.48%
201917.65%5.51%0.23%11.51%
20183.18%6.35%9.05%-18.70%
201710.73%5.98%6.34%4.19%
2016-4.92%1.41%7.57%-1.19%
20155.21%0.06%-7.25%9.22%
2014-0.34%4.15%0.62%4.60%
20138.75%1.71%10.22%13.19%
201216.58%-6.80%7.38%-0.86%
20114.93%0.97%-16.76%8.38%
20104.28%-11.84%11.73%11.62%
2009-7.90%11.73%9.82%6.60%

Rank in category (by total return)

YTD28
1-month54
3-month43
1-year47
3-year82
5-year59

Load adjusted returns

1-year30.85%
3-year3.01%
5-year14.63%
10-year13.59%