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Invesco Summit R6 (SMISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.83+0.07 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.75%
5-year average return14.66%
Number of years up4
Number of years down2
Best 1-yr total return (19 May 2024)42.36%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return42.36%
Worst 3-yr total return0.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMISXCategory
YTD8.77%12.38%
1-month-5.10%5.09%
3-month4.53%10.28%
1-year31.97%41.70%
3-year0.63%22.56%
5-year12.34%21.98%
10-year13.00%15.99%
Last bull market33.15%25.99%
Last bear market-21.60%-17.29%

Annual total return (%) history

Year
SMISXCategory
2024
N/AN/A
2023
37.08%N/A
2022
-32.98%N/A
2021
11.42%N/A
2020
42.36%35.86%
2019
38.85%31.90%
2018
-2.66%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.62%N/AN/AN/A
202311.90%14.00%-4.83%12.91%
2022-10.08%-21.60%-6.11%1.26%
20212.67%10.98%-3.44%1.28%
2020-15.68%32.28%11.43%14.54%
201917.74%5.53%0.23%11.49%
20183.21%6.37%9.06%-18.71%
20176.37%4.14%N/AN/A

Rank in category (by total return)

YTD22
1-month69
3-month35
1-year40
3-year84
5-year62

Load adjusted returns

1-year31.97%
3-year0.63%
5-year12.34%
10-year13.00%