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Invesco Summit S (SMMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.08-0.18 (-0.66%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.71%
5-year average return14.46%
Number of years up11
Number of years down3
Best 1-yr total return (27 Jun 2024)42.00%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return42.00%
Worst 3-yr total return0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMMSXCategory
YTD15.51%12.38%
1-month6.24%5.09%
3-month2.92%10.28%
1-year32.54%41.70%
3-year2.95%22.56%
5-year14.89%21.98%
10-year13.15%15.99%
Last bull market33.02%25.99%
Last bear market-21.62%-17.29%

Annual total return (%) history

Year
SMMSXCategory
2024
N/AN/A
2023
36.75%N/A
2022
-33.08%N/A
2021
11.24%N/A
2020
42.00%35.86%
2019
38.59%31.90%
2018
-2.83%-2.09%
2017
29.74%27.67%
2016
2.34%3.23%
2015
6.53%3.60%
2014
9.06%10.00%
2013
37.83%33.92%
2012
15.49%15.34%
2011
-4.62%-2.46%
2010
14.51%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.61%N/AN/AN/A
202311.80%13.96%-4.87%12.83%
2022-10.13%-21.62%-6.15%1.24%
20212.64%10.94%-3.47%1.20%
2020-15.77%32.23%11.41%14.44%
201917.65%5.50%0.14%11.51%
20183.19%6.28%9.05%-18.75%
201710.63%5.95%6.32%4.10%
2016-5.00%1.41%7.47%-1.16%
20155.22%0.00%-7.32%9.25%
2014-0.40%4.21%0.51%4.54%
20138.67%1.71%10.15%13.21%
201216.58%-6.88%7.31%-0.86%
20114.84%0.97%-16.76%8.24%
20104.27%-11.82%11.72%11.48%
20096.56%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month26
3-month38
1-year45
3-year83
5-year61

Load adjusted returns

1-year32.54%
3-year2.95%
5-year14.89%
10-year13.15%