Canada markets open in 8 hours 21 minutes

Invesco Capital Appreciation A (OPTFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
75.51-0.19 (-0.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.43%
5-Year Average Return16.03%
Number of Years Up31
Number of Years Down11
Best 1 Yr Total Return (May 21, 2024)43.58%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return43.58%
Worst 3-Yr Total Return4.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOPTFXCategory
YTD10.12%12.38%
1-Month-4.66%5.09%
3-Month5.48%10.28%
1-Year34.52%41.70%
3-Year5.10%22.56%
5-Year13.73%21.98%
10-Year12.52%15.99%
Last Bull Market33.41%25.99%
Last Bear Market-20.37%-17.29%

Annual Total Return (%) History

Year
OPTFXCategory
2024
N/AN/A
2023
35.51%N/A
2022
-31.10%N/A
2021
22.35%N/A
2020
36.29%35.86%
2019
36.06%31.90%
2018
-5.96%-2.09%
2017
26.53%27.67%
2016
-2.34%3.23%
2015
3.22%3.60%
2014
15.07%10.00%
2013
29.24%33.92%
2012
13.69%15.34%
2011
-1.57%-2.46%
2010
9.14%15.53%
2009
43.58%35.68%
2008
-45.89%-40.67%
2007
13.76%13.35%
2006
7.50%7.05%
2005
4.70%6.71%
2004
6.46%7.81%
2003
29.46%28.66%
2002
-26.26%-27.64%
2001
-12.69%-22.30%
2000
-1.29%-13.05%
1999
42.09%38.87%
1998
24.04%34.55%
1997
26.32%26.36%
1996
27.96%19.76%
1995
34.85%32.65%
1994
0.46%-2.45%
1993
3.93%8.69%
1992
10.27%5.92%
1991
41.33%40.07%
1990
-2.13%-3.78%
1989
18.19%27.76%
1988
32.38%12.55%
1987
-17.94%1.56%
1986
8.28%14.05%
1985
29.85%28.64%
1984
-17.47%-3.94%
1983
24.51%18.56%
1982
81.32%32.75%
1981
N/A-2.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.51%N/AN/AN/A
202310.07%13.15%-4.42%13.83%
2022-9.80%-20.37%-4.17%0.10%
20211.47%11.24%0.35%8.01%
2020-16.09%29.98%10.92%12.66%
201915.79%5.61%0.29%10.94%
2018-0.75%5.40%7.93%-16.70%
201710.27%4.40%3.82%5.86%
2016-7.01%0.74%5.84%-1.50%
20153.44%0.52%-8.32%8.27%
2014-0.10%6.39%3.00%5.11%
20138.76%-0.19%7.58%10.67%
201213.97%-5.23%6.38%-1.05%
20114.45%0.79%-14.67%9.56%
20103.56%-14.85%11.93%10.58%
2009-1.26%18.94%13.47%7.74%
2008-11.73%3.28%-17.46%-28.10%
20072.67%6.38%7.23%-2.85%
20064.57%-4.72%3.25%4.51%
2005-2.81%0.40%3.51%3.66%
20040.85%1.28%-3.87%8.42%
2003-3.31%15.42%4.16%11.36%
2002-2.79%-16.33%-15.03%6.71%
2001-10.41%6.31%-19.89%14.41%
200014.47%-4.19%-1.17%-8.93%
19996.91%8.63%-5.05%28.86%
199812.67%4.19%-16.60%26.70%
1997-1.88%16.17%13.16%-2.07%
19967.18%5.13%7.28%5.86%
19959.01%11.76%8.74%1.79%
1994-2.60%-2.75%5.83%0.22%
1993-0.28%-0.44%2.31%2.31%
1992-2.27%-3.57%3.84%12.68%
199122.78%-2.24%7.34%9.69%
19900.22%6.26%-19.40%14.03%
19896.48%4.62%8.59%-2.29%
198820.03%7.06%2.02%0.97%
198721.84%-5.40%4.16%-31.65%
198625.03%2.92%-10.72%-5.75%
19857.58%5.32%-1.19%15.99%
1984-13.28%-2.26%0.71%-3.32%
198315.69%23.49%-6.08%-7.21%
1982-1.18%8.45%24.41%36.00%
198110.75%-13.31%20.70%N/A

Rank In Category (By Total Return)

YTD12
1-Month49
3-Month21
1-Year23
3-Year49
5-Year40

Load Adjusted Returns

1-Year27.12%
3-Year3.13%
5-Year12.45%
10-Year11.89%