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Invesco Rising Dividends C (OCRDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.80+0.02 (+0.10%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.49%
5-Year Average Return12.29%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (May 16, 2024)28.58%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return28.58%
Worst 3-Yr Total Return3.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOCRDXCategory
YTD5.25%5.31%
1-Month-4.26%-4.19%
3-Month4.03%3.90%
1-Year15.08%20.31%
3-Year7.01%6.48%
5-Year10.65%11.78%
10-Year8.89%10.96%
Last Bull Market22.65%25.56%
Last Bear Market-14.58%-15.11%

Annual Total Return (%) History

Year
OCRDXCategory
2024
N/AN/A
2023
16.70%22.32%
2022
-13.33%-16.96%
2021
25.66%26.07%
2020
12.50%15.83%
2019
28.58%28.78%
2018
-7.19%-6.27%
2017
15.94%20.44%
2016
3.68%10.37%
2015
-1.40%-1.07%
2014
10.11%10.96%
2013
26.39%31.50%
2012
11.84%14.96%
2011
1.57%-1.27%
2010
12.27%14.01%
2009
17.73%28.17%
2008
-31.81%-37.79%
2007
11.84%6.16%
2006
14.97%14.17%
2005
5.10%5.88%
2004
11.77%10.02%
2003
25.95%27.05%
2002
-19.45%-22.25%
2001
-8.48%-13.50%
2000
12.30%-6.31%
1999
-0.57%20.16%
1998
8.93%22.39%
1997
25.88%28.37%
1996
24.89%20.76%
1995
36.32%32.35%
1994
0.25%-0.93%
1993
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.93%N/AN/AN/A
20234.46%7.47%-4.95%9.37%
2022-3.56%-14.58%-5.45%11.29%
20213.93%8.12%-0.43%12.31%
2020-20.82%18.32%10.21%8.95%
201912.43%4.62%1.41%7.78%
2018-1.81%3.44%6.49%-14.19%
20174.63%3.49%3.18%3.77%
2016-2.15%1.81%1.49%2.55%
2015-0.32%0.13%-7.95%7.31%
20140.84%3.72%-0.10%5.38%
20139.73%0.85%4.39%9.41%
201211.61%-4.97%5.09%0.35%
20115.22%1.33%-14.33%11.19%
20103.84%-11.09%10.33%10.21%
2009-9.80%11.62%10.72%5.60%
2008-7.62%-2.26%-5.60%-20.00%
20074.11%8.16%1.05%-1.70%
20062.91%-0.90%5.82%6.54%
20050.05%1.38%4.32%-0.67%
20041.43%1.95%0.21%7.86%
2003-5.26%16.14%2.33%11.86%
20020.56%-9.26%-18.63%8.48%
2001-4.39%2.24%-9.23%3.15%
2000-2.24%-2.97%5.02%12.74%
1999-0.71%8.88%-11.28%3.67%
199811.34%0.22%-13.69%13.09%
19970.84%13.41%7.12%2.76%
19968.78%2.93%5.25%5.99%
199510.87%10.29%8.16%3.08%
1994-2.66%1.37%4.22%-2.50%
19930.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD59
1-Month53
3-Month53
1-Year83
3-Year47
5-Year76

Load Adjusted Returns

1-Year14.08%
3-Year7.01%
5-Year10.65%
10-Year8.89%