Invesco Rising Dividends R (ONRDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return13.24%
5-year average return12.25%
Number of years up17
Number of years down5
Best 1-yr total return (2 Jul 2024)29.29%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.29%
Worst 3-yr total return4.22%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnONRDXCategory
YTD12.23%5.31%
1-month1.84%-4.19%
3-month2.00%3.90%
1-year16.97%20.31%
3-year8.75%6.48%
5-year12.41%11.78%
10-year9.62%10.96%
Last bull market22.89%25.56%
Last bear market-14.50%-15.11%
Annual total return (%) history
YearONRDXCategory
2024N/AN/A
202317.31%22.32%
2022-12.88%-16.96%
202126.29%26.07%
202013.04%15.83%
201929.29%28.78%
2018-6.75%-6.27%
201716.45%20.44%
20164.24%10.37%
2015-0.93%-1.07%
201410.68%10.96%
201326.91%31.50%
201212.22%14.96%
20112.04%-1.27%
201012.76%14.01%
200918.28%28.17%
2008-31.47%-37.79%
200712.42%6.16%
200615.63%14.17%
20055.63%5.88%
200412.27%10.02%
200326.66%27.05%
2002-19.11%-22.25%
2001N/A-13.50%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.03%2.00%N/AN/A
20234.56%7.65%-4.85%9.53%
2022-3.44%-14.50%-5.32%11.46%
20214.05%8.26%-0.30%12.46%
2020-20.73%18.49%10.31%9.10%
201912.68%4.71%1.57%7.89%
2018-1.63%3.54%6.63%-14.15%
20174.75%3.64%3.24%3.91%
2016-2.07%2.00%1.61%2.70%
2015-0.21%0.26%-7.87%7.48%
20140.95%3.87%0.00%5.55%
20139.87%0.94%4.50%9.50%
201211.68%-4.85%5.15%0.43%
20115.34%1.47%-14.22%11.30%
20103.96%-10.98%10.46%10.31%
2009-9.68%11.72%10.88%5.70%
2008-7.55%-2.10%-5.49%-19.88%
20074.21%8.32%1.16%-1.56%
20063.07%-0.74%5.95%6.69%
20050.19%1.50%4.48%-0.58%
20041.52%2.01%0.40%7.97%
2003-5.18%16.31%2.47%12.08%
20020.64%-9.17%-18.56%8.65%
20012.32%-9.12%3.31%N/A
Rank in category (by total return)
YTD62
1-month73
3-month63
1-year76
3-year45
5-year71
Load adjusted returns
1-year16.97%
3-year8.75%
5-year12.41%
10-year9.62%
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