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Invesco Comstock Select C (CGRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.56+0.08 (+0.25%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.25%
5-year average return11.02%
Number of years up19
Number of years down8
Best 1-yr total return (20 Jun 2024)32.65%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return32.65%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGRCXCategory
YTD6.96%4.44%
1-month1.99%-4.04%
3-month3.79%4.09%
1-year18.20%14.37%
3-year7.77%6.04%
5-year12.65%9.20%
10-year8.38%8.57%
Last bull market21.02%22.97%
Last bear market-10.60%-11.27%

Annual total return (%) history

Year
CGRCXCategory
2024
N/AN/A
2023
11.22%11.63%
2022
2.58%-5.90%
2021
29.14%26.22%
2020
-1.06%2.91%
2019
26.54%25.04%
2018
-12.04%-8.53%
2017
15.08%15.94%
2016
11.54%14.81%
2015
-4.49%-4.05%
2014
9.74%10.21%
2013
29.29%31.21%
2012
12.67%14.57%
2011
-5.49%-0.75%
2010
13.84%13.66%
2009
32.65%24.13%
2008
-42.14%-37.09%
2007
5.49%1.42%
2006
14.90%18.15%
2005
5.64%5.95%
2004
14.31%12.97%
2003
31.09%28.44%
2002
-13.68%-18.69%
2001
2.17%-4.99%
2000
-2.21%7.87%
1999
-5.43%6.72%
1998
7.61%12.00%
1997
23.07%26.61%
1996
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.71%N/AN/AN/A
20231.32%5.47%-2.19%6.41%
20224.28%-10.60%-5.77%16.76%
202117.22%4.45%-1.40%6.97%
2020-33.93%19.09%1.76%23.57%
201911.74%4.30%-0.61%9.24%
2018-1.57%-0.13%4.68%-14.52%
20173.93%2.13%3.40%4.84%
2016-0.90%1.57%4.80%5.74%
2015-0.35%0.71%-8.39%3.88%
20141.93%4.99%-1.11%3.70%
201310.13%2.59%5.68%8.28%
201210.08%-5.38%6.61%1.47%
20115.72%-0.27%-18.32%9.73%
20104.77%-12.79%11.05%12.20%
2009-6.21%19.25%16.02%2.23%
2008-11.27%0.00%-10.99%-26.74%
20074.16%8.11%0.78%-7.05%
20062.89%-0.78%5.79%6.40%
2005-0.09%1.62%4.46%-0.38%
20042.13%-0.50%0.75%11.64%
2003-5.46%16.55%3.99%14.41%
20022.82%-11.18%-15.54%11.92%
2001-1.41%8.46%-16.86%14.93%
2000-0.23%-1.44%0.06%-0.62%
1999-2.40%4.87%-10.28%2.98%
19989.69%-1.52%-15.60%18.03%
19970.00%13.30%10.18%-1.41%
19962.51%8.38%N/AN/A

Rank in category (by total return)

YTD63
1-month90
3-month49
1-year81
3-year24
5-year29

Load adjusted returns

1-year17.20%
3-year7.77%
5-year12.65%
10-year8.38%