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Invesco All Cap Market Neutral R5 (CPNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.81-0.00 (-0.06%)
As of 07:45PM EDT. Market open.

Performance overview

Morningstar return rating★
Year-to-date return-5.07%
5-year average return1.33%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)10.45%
Worst 1-yr total return (3 Feb 2019)-9.25%
Best 3-yr total return10.45%
Worst 3-yr total return-5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPNFXCategory
YTD-18.85%2.68%
1-month0.00%1.38%
3-month-4.13%2.68%
1-year-19.19%7.63%
3-year-9.01%2.15%
5-year-4.44%1.84%
10-year0.00%1.37%
Last bull market0.00%4.98%
Last bear market0.00%-3.89%

Annual total return (%) history

Year
CPNFXCategory
2020
N/A1.19%
2019
-9.25%0.45%
2018
3.14%-0.26%
2017
-8.83%2.37%
2016
2.09%2.23%
2015
8.12%-0.25%
2014
10.45%0.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-1.68%-8.95%-5.46%N/A
2019-7.86%-1.51%-0.14%0.14%
20181.30%-1.63%1.78%1.69%
2017-2.56%-4.96%1.54%-3.04%
20160.87%-4.22%-3.10%9.05%
2015-1.95%-4.45%15.05%0.30%
20144.30%-0.69%5.64%0.94%

Rank in category (by total return)

YTD95
1-month74
3-month91
1-year95
3-year94
5-year96

Load adjusted returns

1-year-17.06%
3-year-9.58%
5-year-6.68%
10-yearN/A