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Invesco Main Street All Cap R5 (MSAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.30+0.13 (+0.50%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.40%
5-year average return15.80%
Number of years up3
Number of years down1
Best 1-yr total return (30 May 2024)26.99%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return26.99%
Worst 3-yr total return7.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSAZXCategory
YTD8.83%5.31%
1-month-3.81%-4.19%
3-month7.24%3.90%
1-year25.33%20.31%
3-year7.05%6.48%
5-year13.09%11.78%
10-year10.60%10.96%
Last bull market28.50%25.56%
Last bear market-16.44%-15.11%

Annual total return (%) history

Year
MSAZXCategory
2024
N/AN/A
2023
26.32%22.32%
2022
-19.43%-16.96%
2021
26.99%26.07%
2020
20.19%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.14%N/AN/AN/A
20236.69%11.35%-4.30%11.10%
2022-4.75%-16.44%-5.22%6.82%
20218.04%8.48%-0.37%8.75%
2020-19.92%21.99%9.85%11.99%
20192.00%7.48%N/AN/A

Rank in category (by total return)

YTD6
1-month25
3-month5
1-year14
3-year46
5-year23

Load adjusted returns

1-year25.33%
3-year7.05%
5-year13.09%
10-year10.60%