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Invesco Summit A (ASMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.57-0.18 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.60%
5-year average return14.35%
Number of years up14
Number of years down4
Best 1-yr total return (27 Jun 2024)41.95%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return41.95%
Worst 3-yr total return0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASMMXCategory
YTD15.42%12.38%
1-month6.23%5.09%
3-month2.90%10.28%
1-year32.46%41.70%
3-year2.85%22.56%
5-year14.77%21.98%
10-year13.04%15.99%
Last bull market33.00%25.99%
Last bear market-21.61%-17.29%

Annual total return (%) history

Year
ASMMXCategory
2024
N/AN/A
2023
36.65%N/A
2022
-33.15%N/A
2021
11.09%N/A
2020
41.95%35.86%
2019
38.41%31.90%
2018
-2.95%-2.09%
2017
29.70%27.67%
2016
2.21%3.23%
2015
6.43%3.60%
2014
8.96%10.00%
2013
37.78%33.92%
2012
15.29%15.34%
2011
-4.74%-2.46%
2010
14.40%15.53%
2009
20.30%35.68%
2008
-37.47%-40.67%
2007
17.32%13.35%
2006
7.76%7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.55%N/AN/AN/A
202311.82%13.87%-4.86%12.80%
2022-10.16%-21.61%-6.19%1.20%
20212.57%10.90%-3.48%1.18%
2020-15.78%32.22%11.40%14.43%
201917.61%5.44%0.19%11.41%
20183.16%6.27%8.96%-18.75%
201710.69%5.92%6.24%4.13%
2016-5.02%1.35%7.50%-1.24%
20155.17%0.00%-7.35%9.22%
2014-0.40%4.16%0.51%4.50%
20138.76%1.64%10.17%13.14%
201216.50%-6.81%7.23%-0.97%
20114.76%0.97%-16.79%8.23%
20104.18%-11.85%11.75%11.48%
2009-7.78%11.59%9.82%6.45%
2008-8.82%4.28%-16.43%-21.31%
20072.41%7.43%6.07%0.54%
20065.55%-2.68%-0.81%5.76%

Rank in category (by total return)

YTD21
1-month26
3-month39
1-year46
3-year83
5-year64

Load adjusted returns

1-year25.17%
3-year0.92%
5-year13.48%
10-year12.40%