UK markets closed

Invesco Core Plus Bond R6 (CPBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.08-0.02 (-0.22%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.20%
5-year average return1.19%
Number of years up7
Number of years down4
Best 1-yr total return (21 May 2024)11.50%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return11.50%
Worst 3-yr total return-3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPBFXCategory
YTD-1.86%-0.61%
1-month-2.32%0.77%
3-month-2.15%1.99%
1-year1.51%3.06%
3-year-3.35%5.69%
5-year0.85%3.75%
10-year2.11%3.84%
Last bull market9.86%4.61%
Last bear market-7.16%1.87%

Annual total return (%) history

Year
CPBFXCategory
2024
N/AN/A
2023
6.39%N/A
2022
-14.44%N/A
2021
-0.36%N/A
2020
10.00%8.06%
2019
11.50%8.94%
2018
-2.31%-0.61%
2017
5.32%4.27%
2016
5.40%3.86%
2015
0.61%-0.45%
2014
7.32%5.42%
2013
-0.26%-0.90%
2012
N/A7.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.47%N/AN/AN/A
20232.23%-0.46%-2.57%7.30%
2022-6.67%-7.16%-4.32%3.20%
2021-2.27%2.17%0.19%-0.40%
2020-2.32%7.45%2.13%2.61%
20194.28%3.45%2.74%0.61%
2018-1.47%-0.89%0.79%-0.74%
20171.46%2.27%1.06%0.43%
20162.65%3.32%1.36%-1.95%
20152.58%-1.95%0.06%-0.03%
20142.80%2.66%0.29%1.38%
20130.19%-2.76%0.86%1.51%
20120.94%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month38
3-month20
1-year14
3-year49
5-year18

Load adjusted returns

1-year1.51%
3-year-3.35%
5-year0.85%
10-year2.11%