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Invesco Main Street All Cap R6 (IOAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.04-0.12 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.57%
5-year average return14.91%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)27.07%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.07%
Worst 3-yr total return7.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOAPXCategory
YTD14.43%5.31%
1-month5.11%-4.19%
3-month5.36%3.90%
1-year29.04%20.31%
3-year8.86%6.48%
5-year15.82%11.78%
10-year10.86%10.96%
Last bull market28.47%25.56%
Last bear market-16.44%-15.11%

Annual total return (%) history

Year
IOAPXCategory
2024
N/AN/A
2023
26.30%22.32%
2022
-19.46%-16.96%
2021
27.07%26.07%
2020
20.13%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.17%N/AN/AN/A
20236.74%11.29%-4.25%11.04%
2022-4.79%-16.44%-5.22%6.81%
20218.09%8.48%-0.37%8.78%
2020-19.96%21.99%9.85%11.99%
20192.00%7.57%N/AN/A

Rank in category (by total return)

YTD7
1-month20
3-month8
1-year25
3-year35
5-year18

Load adjusted returns

1-year29.04%
3-year8.86%
5-year15.82%
10-year10.86%