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Invesco Summit P (SMMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.40-0.07 (-0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.66%
5-year average return14.38%
Number of years up31
Number of years down10
Best 1-yr total return (21 May 2024)42.13%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return42.13%
Worst 3-yr total return0.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMMIXCategory
YTD8.71%12.38%
1-month-5.13%5.09%
3-month4.50%10.28%
1-year31.76%41.70%
3-year0.48%22.56%
5-year12.17%21.98%
10-year12.89%15.99%
Last bull market33.04%25.99%
Last bear market-21.60%-17.29%

Annual total return (%) history

Year
SMMIXCategory
2024
N/AN/A
2023
36.82%N/A
2022
-33.04%N/A
2021
11.29%N/A
2020
42.13%35.86%
2019
38.66%31.90%
2018
-2.81%-2.09%
2017
29.88%27.67%
2016
2.37%3.23%
2015
6.56%3.60%
2014
9.14%10.00%
2013
37.89%33.92%
2012
15.46%15.34%
2011
-4.50%-2.46%
2010
14.59%15.53%
2009
20.27%35.68%
2008
-37.28%-40.67%
2007
17.44%13.35%
2006
8.03%7.05%
2005
11.47%6.71%
2004
10.74%7.81%
2003
35.69%28.66%
2002
-30.10%-27.64%
2001
-33.80%-22.30%
2000
-14.74%-13.05%
1999
50.76%38.87%
1998
34.44%34.55%
1997
24.22%26.36%
1996
19.87%19.76%
1995
35.14%32.65%
1994
-2.82%-2.45%
1993
8.28%8.69%
1992
4.50%5.92%
1991
43.64%40.07%
1990
0.93%-3.78%
1989
30.92%27.76%
1988
17.65%12.55%
1987
-4.66%1.56%
1986
14.05%14.05%
1985
30.15%28.64%
1984
-5.35%-3.94%
1983
9.94%18.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.58%N/AN/AN/A
202311.79%13.95%-4.84%12.87%
2022-10.13%-21.60%-6.17%1.28%
20212.65%10.91%-3.43%1.22%
2020-15.75%32.28%11.41%14.47%
201917.67%5.50%0.19%11.49%
20183.17%6.33%9.02%-18.74%
201710.75%5.91%6.33%4.14%
2016-4.97%1.40%7.55%-1.22%
20155.25%0.00%-7.28%9.19%
2014-0.34%4.19%0.56%4.52%
20138.71%1.70%10.18%13.19%
201216.50%-6.78%7.27%-0.89%
20114.91%0.97%-16.77%8.33%
20104.36%-11.87%11.68%11.57%
2009-7.86%11.54%9.90%6.48%
2008-8.73%4.27%-16.44%-21.12%
20072.32%7.49%6.20%0.54%
20065.57%-2.60%-0.81%5.92%
2005-0.37%1.21%6.97%3.34%
20043.48%0.69%-3.73%10.41%
2003-1.11%16.15%4.96%12.56%
2002-2.91%-14.00%-17.56%1.55%
2001-30.33%5.17%-22.28%16.25%
20009.16%-4.73%6.37%-22.94%
19998.56%6.88%-5.24%37.12%
199812.77%4.62%-12.25%29.87%
1997-3.05%17.32%14.91%-4.96%
19966.18%4.72%4.59%3.08%
19958.40%13.84%12.61%-2.75%
1994-2.99%-5.31%7.30%-1.39%
19931.87%0.71%5.56%-0.02%
1992-6.44%-1.48%1.94%11.23%
199117.99%-1.23%8.40%13.71%
1990-2.57%9.35%-13.37%9.35%
19898.22%7.59%10.98%1.31%
198811.05%7.74%-2.05%0.39%
198725.01%1.68%4.62%-28.31%
198615.81%6.15%-10.92%4.15%
198512.10%7.16%-6.01%15.28%
1984-9.68%-0.63%7.97%-2.33%
19839.74%14.79%-6.60%-6.55%

Rank in category (by total return)

YTD23
1-month71
3-month35
1-year42
3-year86
5-year65

Load adjusted returns

1-year31.76%
3-year0.48%
5-year12.17%
10-year12.89%