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Invesco Summit R6 (SMISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.80-0.13 (-0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.77%
5-year average return12.34%
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)42.36%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.36%
Worst 3-yr total return0.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMISXCategory
YTD14.62%12.38%
1-month2.10%5.09%
3-month14.62%10.28%
1-year40.41%41.70%
3-year4.55%22.56%
5-year14.52%21.98%
10-year13.37%15.99%
Last bull market35.21%25.99%
Last bear market-21.60%-17.29%

Annual total return (%) history

Year
SMISXCategory
2024
N/AN/A
2023
37.08%N/A
2022
-32.98%N/A
2021
11.42%N/A
2020
42.36%35.86%
2019
38.85%31.90%
2018
-2.66%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.62%N/AN/AN/A
202311.90%14.00%-4.83%12.91%
2022-10.08%-21.60%-6.11%1.26%
20212.67%10.98%-3.44%1.28%
2020-15.68%32.28%11.43%14.54%
201917.74%5.53%0.23%11.49%
20183.21%6.37%9.06%-18.71%
20176.37%4.14%N/AN/A

Rank in category (by total return)

YTD20
1-month48
3-month20
1-year35
3-year84
5-year60

Load adjusted returns

1-year40.41%
3-year4.55%
5-year14.52%
10-year13.37%