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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
16.75%
5-year average return
14.66%
Number of years up
4
Number of years down
2
Best 1-yr total return (19 May 2024)
42.36%
Worst 1-yr total return (19 May 2024)
N/A
Best 3-yr total return
42.36%
Worst 3-yr total return
0.79%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SMISX
Category
YTD
8.77%
12.38%
1-month
-5.10%
5.09%
3-month
4.53%
10.28%
1-year
31.97%
41.70%
3-year
0.63%
22.56%
5-year
12.34%
21.98%
10-year
13.00%
15.99%
Last bull market
33.15%
25.99%
Last bear market
-21.60%
-17.29%
Annual total return (%) history
Year
SMISX
Category
2024
N/A
N/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/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
14.62%
N/A
N/A
N/A
2023
11.90%
14.00%
-4.83%
12.91%
2022
-10.08%
-21.60%
-6.11%
1.26%
2021
2.67%
10.98%
-3.44%
1.28%
2020
-15.68%
32.28%
11.43%
14.54%
2019
17.74%
5.53%
0.23%
11.49%
2018
3.21%
6.37%
9.06%
-18.71%
2017
6.37%
4.14%
N/A
N/A
Rank in category (by total return)
YTD
22
1-month
69
3-month
35
1-year
40
3-year
84
5-year
62
Load adjusted returns
1-year
31.97%
3-year
0.63%
5-year
12.34%
10-year
13.00%
Data disclaimer
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