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Invesco All Cap Market Neutral R6 (CPNSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.79+0.00 (+0.02%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating
Year-to-date return-4.95%
5-year average return1.34%
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)-9.26%
Best 3-yr total return10.45%
Worst 3-yr total return-5.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPNSXCategory
YTD-19.02%2.68%
1-month-0.17%1.38%
3-month-4.14%2.68%
1-year-19.36%7.63%
3-year-9.08%2.15%
5-year-4.49%1.84%
10-year0.00%1.37%
Last bull market0.00%4.98%
Last bear market0.00%-3.89%

Annual total return (%) history

Year
CPNSXCategory
2020
N/A1.19%
2019
-9.26%0.45%
2018
3.14%-0.26%
2017
-8.84%2.37%
2016
1.99%2.23%
2015
8.12%-0.25%
2014
10.45%0.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-1.54%-9.09%-5.47%N/A
2019-7.87%-1.38%-0.28%0.14%
20181.30%-1.64%1.78%1.70%
2017-2.47%-5.06%1.54%-3.04%
20160.77%-4.22%-3.11%9.06%
2015-1.95%-4.45%15.05%0.30%
20144.30%-0.69%5.54%1.03%

Rank in category (by total return)

YTD97
1-month76
3-month92
1-year96
3-year95
5-year96

Load adjusted returns

1-year-17.22%
3-year-9.64%
5-year-6.72%
10-yearN/A