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Invesco Capital Appreciation R5 (CPTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.41+0.18 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.59%
5-year average return17.21%
Number of years up3
Number of years down1
Best 1-yr total return (25 Jun 2024)36.75%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return36.75%
Worst 3-yr total return4.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPTUXCategory
YTD17.26%12.38%
1-month6.39%5.09%
3-month3.32%10.28%
1-year36.29%41.70%
3-year8.01%22.56%
5-year17.07%21.98%
10-year12.91%15.99%
Last bull market33.55%25.99%
Last bear market-20.32%-17.29%

Annual total return (%) history

Year
CPTUXCategory
2024
N/AN/A
2023
35.81%N/A
2022
-30.92%N/A
2021
22.66%N/A
2020
36.75%35.86%
2019
N/A31.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.58%N/AN/AN/A
202310.14%13.21%-4.35%13.87%
2022-9.75%-20.32%-4.10%0.16%
20211.54%11.32%0.41%8.07%
2020-16.00%30.07%11.02%12.75%
20190.39%11.03%N/AN/A

Rank in category (by total return)

YTD10
1-month21
3-month32
1-year18
3-year40
5-year28

Load adjusted returns

1-year36.29%
3-year8.01%
5-year17.07%
10-year12.91%