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Invesco S&P 500 Index A (SPIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.16+0.06 (+0.11%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.67%
5-year average return14.61%
Number of years up20
Number of years down6
Best 1-yr total return (19 May 2024)31.69%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return31.69%
Worst 3-yr total return7.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPIAXCategory
YTD5.85%5.31%
1-month-4.12%-4.19%
3-month4.15%3.90%
1-year22.00%20.31%
3-year7.49%6.48%
5-year12.59%11.78%
10-year11.79%10.96%
Last bull market25.85%25.56%
Last bear market-16.21%-15.11%

Annual total return (%) history

Year
SPIAXCategory
2024
N/AN/A
2023
25.63%22.32%
2022
-18.55%-16.96%
2021
28.01%26.07%
2020
17.82%15.83%
2019
30.77%28.78%
2018
-4.92%-6.27%
2017
21.13%20.44%
2016
11.31%10.37%
2015
0.82%-1.07%
2014
13.00%10.96%
2013
31.69%31.50%
2012
15.31%14.96%
2011
1.51%-1.27%
2010
14.57%14.01%
2009
26.00%28.17%
2008
-37.12%-37.79%
2007
4.97%6.16%
2006
15.08%14.17%
2005
4.31%5.88%
2004
10.12%10.02%
2003
27.82%27.05%
2002
-22.61%-22.25%
2001
-12.47%-13.50%
2000
-9.72%-6.31%
1999
19.95%20.16%
1998
27.91%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.40%N/AN/AN/A
20237.34%8.61%-3.39%11.54%
2022-4.72%-16.21%-5.02%7.41%
20216.03%8.40%0.46%10.87%
2020-19.70%20.41%8.79%12.02%
201913.51%4.18%1.55%8.90%
2018-0.90%3.28%7.58%-13.65%
20175.92%2.93%4.33%6.49%
20161.18%2.34%3.69%3.67%
20150.81%0.18%-6.58%6.85%
20141.66%5.06%0.99%4.76%
201310.48%2.79%5.07%10.37%
201212.37%-2.83%6.17%-0.53%
20115.76%0.00%-14.04%11.66%
20105.36%-11.60%11.14%10.68%
2009-11.07%15.81%15.46%5.95%
2008-9.58%-2.88%-8.30%-21.93%
20070.52%6.13%1.97%-3.50%
20064.01%-1.57%5.52%6.52%
2005-2.30%1.25%3.40%1.97%
20041.50%1.56%-2.02%9.03%
2003-3.26%15.13%2.46%12.02%
20020.08%-13.59%-17.32%8.23%
2001-11.98%5.72%-14.85%10.47%
20002.11%-2.82%-1.16%-7.96%
19994.67%6.80%-6.44%14.68%
199813.73%3.08%-10.05%21.30%
19972.64%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month43
3-month47
1-year49
3-year35
5-year40

Load adjusted returns

1-year15.29%
3-year5.48%
5-year11.33%
10-year11.16%