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Invesco Comstock Select A (CGRWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.41+0.09 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.63%
5-year average return11.86%
Number of years up27
Number of years down11
Best 1-yr total return (20 Jun 2024)33.65%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return33.65%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGRWXCategory
YTD7.31%4.44%
1-month2.06%-4.04%
3-month4.00%4.09%
1-year19.13%14.37%
3-year8.61%6.04%
5-year13.51%9.20%
10-year9.20%8.57%
Last bull market21.39%22.97%
Last bear market-10.40%-11.27%

Annual total return (%) history

Year
CGRWXCategory
2024
N/AN/A
2023
12.09%11.63%
2022
3.34%-5.90%
2021
30.11%26.22%
2020
-0.33%2.91%
2019
27.50%25.04%
2018
-11.35%-8.53%
2017
15.95%15.94%
2016
12.40%14.81%
2015
-3.80%-4.05%
2014
10.59%10.21%
2013
30.26%31.21%
2012
13.51%14.57%
2011
-4.76%-0.75%
2010
14.70%13.66%
2009
33.65%24.13%
2008
-41.69%-37.09%
2007
6.31%1.42%
2006
15.79%18.15%
2005
6.45%5.95%
2004
15.25%12.97%
2003
32.22%28.44%
2002
-13.03%-18.69%
2001
2.98%-4.99%
2000
-1.54%7.87%
1999
-4.71%6.72%
1998
8.54%12.00%
1997
24.00%26.61%
1996
18.38%20.08%
1995
36.40%32.39%
1994
-0.65%-0.70%
1993
20.91%N/A
1992
11.99%N/A
1991
36.91%N/A
1990
-7.98%N/A
1989
34.86%N/A
1988
14.32%N/A
1987
-0.30%N/A
1986
12.25%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.89%N/AN/AN/A
20231.53%5.66%-2.01%6.62%
20224.45%-10.40%-5.58%16.94%
202117.38%4.68%-1.20%7.17%
2020-33.82%19.28%1.95%23.85%
201911.91%4.52%-0.43%9.47%
2018-1.38%0.06%4.86%-14.34%
20174.12%2.34%3.60%5.03%
2016-0.72%1.79%5.01%5.92%
2015-0.19%0.89%-8.20%4.06%
20142.11%5.20%-0.93%3.92%
201310.35%2.76%5.87%8.51%
201210.27%-5.21%6.80%1.68%
20115.96%-0.13%-18.14%9.94%
20104.96%-12.62%11.26%12.41%
2009-6.05%19.46%16.29%2.40%
2008-11.12%0.22%-10.81%-26.61%
20074.35%8.35%0.99%-6.89%
20063.08%-0.58%5.98%6.61%
20050.09%1.82%4.68%-0.22%
20042.32%-0.29%0.97%11.88%
2003-5.27%16.77%4.24%14.67%
20022.94%-10.98%-15.41%12.20%
2001-1.22%8.65%-16.68%15.17%
2000-0.11%-1.25%0.23%-0.41%
1999-2.24%5.09%-10.14%3.22%
19989.94%-1.31%-15.41%18.26%
19970.21%13.52%10.37%-1.24%
19964.76%1.26%2.78%8.58%
19958.80%8.48%8.50%6.51%
1994-2.31%-1.96%5.11%-1.32%
19938.03%5.65%4.47%1.40%
19922.50%-2.16%1.08%10.47%
199115.49%0.15%8.65%8.94%
1990-1.30%5.01%-18.20%8.55%
198910.45%6.91%13.60%0.53%
19884.69%7.19%-1.81%3.74%
198719.21%3.22%6.38%-23.84%
198613.07%4.20%-8.72%4.38%
198510.73%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month88
3-month45
1-year76
3-year14
5-year17

Load adjusted returns

1-year12.58%
3-year6.58%
5-year12.23%
10-year8.58%