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Invesco Summit R6 (SMISX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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28.69
+0.35
(+1.24%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
25.17%
5-year average return
15.32%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 Oct 2024)
42.36%
Worst 1-yr total return (3 Oct 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
24.52%
12.38%
1-month
2.62%
5.09%
3-month
2.22%
10.28%
1-year
40.59%
41.70%
3-year
5.03%
22.56%
5-year
15.14%
21.98%
10-year
13.78%
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%
6.28%
2.22%
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
33
1-month
32
3-month
73
1-year
45
3-year
78
5-year
66
Load adjusted returns
1-year
40.59%
3-year
5.03%
5-year
15.14%
10-year
13.78%
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