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Invesco All Cap Market Neutral R (CPNRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.59+0.00 (+0.04%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★
Year-to-date return-4.97%
5-year average return0.81%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)9.95%
Worst 1-yr total return (3 Feb 2019)-9.69%
Best 3-yr total return9.95%
Worst 3-yr total return-5.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPNRXCategory
YTD-18.99%2.68%
1-month-0.18%1.38%
3-month-4.12%2.68%
1-year-19.34%7.63%
3-year-9.41%2.15%
5-year-4.90%1.84%
10-year0.00%1.37%
Last bull market0.00%4.98%
Last bear market0.00%-3.89%

Annual total return (%) history

Year
CPNRXCategory
2020
N/A1.19%
2019
-9.69%0.45%
2018
2.47%-0.26%
2017
-9.43%2.37%
2016
1.62%2.23%
2015
7.62%-0.25%
2014
9.95%0.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-1.74%-9.14%-5.19%N/A
2019-7.85%-1.70%-0.29%0.00%
20181.21%-1.91%1.58%1.61%
2017-2.69%-5.23%1.46%-3.20%
20160.68%-4.26%-3.24%8.95%
2015-2.05%-4.57%14.97%0.14%
20144.31%-0.88%5.46%0.85%

Rank in category (by total return)

YTD96
1-month75
3-month87
1-year95
3-year95
5-year97

Load adjusted returns

1-year-17.12%
3-year-9.96%
5-year-7.11%
10-yearN/A