Canada markets closed

Invesco Main Street All Cap R5 (MSAZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
26.52+0.05 (+0.19%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.14%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 19, 2024)26.99%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return26.99%
Worst 3-Yr Total Return7.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSAZXCategory
YTD8.83%5.31%
1-Month-3.81%-4.19%
3-Month7.24%3.90%
1-Year25.33%20.31%
3-Year7.05%6.48%
5-Year13.09%11.78%
10-Year10.60%10.96%
Last Bull Market28.50%25.56%
Last Bear Market-16.44%-15.11%

Annual Total Return (%) History

Year
MSAZXCategory
2024
N/AN/A
2023
26.32%22.32%
2022
-19.43%-16.96%
2021
26.99%26.07%
2020
20.19%15.83%
2019
N/A28.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.14%N/AN/AN/A
20236.69%11.35%-4.30%11.10%
2022-4.75%-16.44%-5.22%6.82%
20218.04%8.48%-0.37%8.75%
2020-19.92%21.99%9.85%11.99%
20192.00%7.48%N/AN/A

Rank In Category (By Total Return)

YTD6
1-Month25
3-Month5
1-Year14
3-Year46
5-Year23

Load Adjusted Returns

1-Year25.33%
3-Year7.05%
5-Year13.09%
10-Year10.60%