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Invesco Core Plus Bond R5 (CPIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.04+0.05 (+0.56%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.59%
5-year average return1.07%
Number of years up10
Number of years down4
Best 1-yr total return (2 May 2024)11.44%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return11.44%
Worst 3-yr total return-3.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPIIXCategory
YTD-1.87%-0.61%
1-month-2.32%0.77%
3-month-2.05%1.99%
1-year1.58%3.06%
3-year-3.37%5.69%
5-year0.80%3.75%
10-year2.06%3.84%
Last bull market9.97%4.61%
Last bear market-7.16%1.87%

Annual total return (%) history

Year
CPIIXCategory
2024
N/AN/A
2023
6.46%N/A
2022
-14.55%N/A
2021
-0.34%N/A
2020
9.93%8.06%
2019
11.44%8.94%
2018
-2.37%-0.61%
2017
5.28%4.27%
2016
5.32%3.86%
2015
0.53%-0.45%
2014
7.27%5.42%
2013
-0.26%-0.90%
2012
8.33%7.76%
2011
5.58%6.27%
2010
6.96%8.51%
2009
N/A15.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.46%N/AN/AN/A
20232.22%-0.36%-2.69%7.41%
2022-6.68%-7.16%-4.43%3.19%
2021-2.29%2.24%0.17%-0.41%
2020-2.33%7.44%2.20%2.51%
20194.26%3.43%2.72%0.60%
2018-1.49%-0.91%0.77%-0.75%
20171.45%2.27%1.05%0.42%
20162.63%3.29%1.34%-1.96%
20152.57%-1.97%0.14%-0.14%
20142.80%2.65%0.28%1.37%
20130.19%-2.76%0.86%1.51%
20122.37%1.97%2.91%0.85%
20110.65%2.07%1.04%1.71%
20102.11%2.86%2.80%-0.93%
20095.03%1.09%N/AN/A

Rank in category (by total return)

YTD17
1-month38
3-month17
1-year12
3-year49
5-year21

Load adjusted returns

1-year1.58%
3-year-3.37%
5-year0.80%
10-year2.06%