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Invesco Floating Rate ESG R6 (AFRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.77+0.01 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.93%
5-year average return4.50%
Number of years up9
Number of years down2
Best 1-yr total return (2 May 2024)12.05%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return12.05%
Worst 3-yr total return1.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAFRFXCategory
YTD2.65%2.87%
1-month0.20%0.37%
3-month1.98%1.35%
1-year10.86%10.15%
3-year5.04%3.23%
5-year4.45%3.90%
10-year4.07%3.49%
Last bull market5.03%7.61%
Last bear market-5.18%-3.97%

Annual total return (%) history

Year
AFRFXCategory
2024
N/AN/A
2023
12.05%N/A
2022
-2.18%N/A
2021
6.41%N/A
2020
1.87%1.16%
2019
7.61%7.45%
2018
0.14%-0.26%
2017
4.28%3.48%
2016
11.36%9.25%
2015
-2.50%-1.25%
2014
1.20%0.57%
2013
6.25%5.68%
2012
N/A9.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.44%N/AN/AN/A
20232.72%3.48%3.34%2.00%
2022-0.16%-5.18%1.09%2.22%
20212.76%1.82%1.29%0.40%
2020-11.98%7.14%3.57%4.30%
20193.98%1.44%0.74%1.27%
20181.28%0.79%1.84%-3.67%
20171.28%0.53%1.15%1.26%
20161.48%3.08%3.66%2.70%
20152.03%0.31%-2.50%-2.29%
20141.11%1.08%-0.44%-0.54%
20132.67%0.25%1.23%1.97%
20121.89%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month88
3-month78
1-year56
3-year39
5-year31

Load adjusted returns

1-year10.86%
3-year5.04%
5-year4.45%
10-year4.07%