UK markets close in 6 hours 59 minutes

Invesco Comstock R (ACSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.43-0.03 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.48%
5-year average return11.75%
Number of years up15
Number of years down6
Best 1-yr total return (1 Jul 2024)34.90%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return34.90%
Worst 3-yr total return2.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACSRXCategory
YTD8.89%4.44%
1-month2.95%-4.04%
3-month4.86%4.09%
1-year25.18%14.37%
3-year9.04%6.04%
5-year13.38%9.20%
10-year9.13%8.57%
Last bull market22.83%22.97%
Last bear market-10.98%-11.27%

Annual total return (%) history

Year
ACSRXCategory
2024
N/AN/A
2023
11.99%11.63%
2022
0.54%-5.90%
2021
33.02%26.22%
2020
-1.06%2.91%
2019
25.03%25.04%
2018
-12.49%-8.53%
2017
17.52%15.94%
2016
17.54%14.81%
2015
-6.18%-4.05%
2014
8.85%10.21%
2013
34.90%31.21%
2012
18.53%14.57%
2011
-2.15%-0.75%
2010
15.32%13.66%
2009
29.13%24.13%
2008
-36.09%-37.09%
2007
-2.09%1.42%
2006
15.78%18.15%
2005
3.88%5.95%
2004
17.34%12.97%
2003
30.55%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.03%-0.64%N/AN/A
2023-0.12%4.01%-0.22%8.05%
20223.90%-10.98%-5.25%14.74%
202116.82%5.97%-0.25%7.72%
2020-32.35%17.33%1.99%22.22%
201911.86%2.77%-0.26%9.04%
2018-2.62%2.55%4.87%-16.45%
20171.87%1.39%5.92%7.42%
2016-1.95%1.83%6.83%10.20%
2015-0.18%0.83%-11.03%4.77%
20141.71%4.54%0.48%1.88%
201311.61%5.03%4.22%10.42%
201212.68%-3.82%6.62%2.58%
20116.07%-0.39%-17.30%11.99%
20106.33%-11.80%10.76%11.01%
2009-12.58%18.10%19.44%4.72%
2008-9.01%-8.13%-0.98%-22.79%
20071.01%5.08%-1.69%-6.16%
20062.89%0.76%5.41%5.94%
2005-1.32%0.22%1.21%3.78%
20043.43%1.51%2.21%9.35%
2003-4.67%18.46%3.45%11.75%

Rank in category (by total return)

YTD31
1-month56
3-month30
1-year30
3-year9
5-year19

Load adjusted returns

1-year25.18%
3-year9.04%
5-year13.38%
10-year9.13%