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Invesco Rising Dividends R5 (RSDQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.920.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.84%
5-year average return13.34%
Number of years up3
Number of years down1
Best 1-yr total return (24 Jun 2024)27.10%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return27.10%
Worst 3-yr total return8.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSDQXCategory
YTD10.45%5.31%
1-month4.62%-4.19%
3-month3.53%3.90%
1-year22.58%20.31%
3-year9.53%6.48%
5-year14.17%11.78%
10-year10.11%10.96%
Last bull market23.19%25.56%
Last bear market-14.38%-15.11%

Annual total return (%) history

Year
RSDQXCategory
2024
N/AN/A
2023
18.02%22.32%
2022
-12.40%-16.96%
2021
27.10%26.07%
2020
13.75%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.19%N/AN/AN/A
20234.72%7.79%-4.67%9.67%
2022-3.32%-14.38%-5.18%11.60%
20214.26%8.41%-0.15%12.62%
2020-20.63%18.75%10.52%9.20%
20191.71%8.06%N/AN/A

Rank in category (by total return)

YTD51
1-month49
3-month47
1-year77
3-year20
5-year61

Load adjusted returns

1-year22.58%
3-year9.53%
5-year14.17%
10-year10.11%