Invesco Capital Appreciation R (OTCNX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 04:54PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return16.47%
5-Year Average Return15.24%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 15, 2024)43.40%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return43.40%
Worst 3-Yr Total Return4.26%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnOTCNXCategory
YTD10.02%12.38%
1-Month-4.68%5.09%
3-Month5.41%10.28%
1-Year34.14%41.70%
3-Year4.82%22.56%
5-Year13.43%21.98%
10-Year12.23%15.99%
Last Bull Market33.27%25.99%
Last Bear Market-20.42%-17.29%
Annual Total Return (%) History
YearOTCNXCategory
2024N/AN/A
202335.14%N/A
2022-31.26%N/A
202122.02%N/A
202035.92%35.86%
201935.66%31.90%
2018-6.19%-2.09%
201726.20%27.67%
2016-2.61%3.23%
20152.95%3.60%
201414.77%10.00%
201328.90%33.92%
201213.41%15.34%
2011-1.84%-2.46%
20108.82%15.53%
200943.40%35.68%
2008-46.07%-40.67%
200713.40%13.35%
20067.14%7.05%
20054.30%6.71%
20046.06%7.81%
200329.11%28.66%
2002-26.41%-27.64%
2001N/A-22.30%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202415.43%N/AN/AN/A
202310.00%13.08%-4.48%13.74%
2022-9.86%-20.42%-4.22%0.05%
20211.42%11.16%0.28%7.93%
2020-16.13%29.88%10.83%12.58%
201915.71%5.54%0.23%10.85%
2018-0.82%5.35%7.85%-16.76%
201710.21%4.31%3.75%5.80%
2016-7.07%0.65%5.77%-1.56%
20153.38%0.44%-8.37%8.20%
2014-0.15%6.31%2.94%5.04%
20138.68%-0.25%7.52%10.59%
201213.92%-5.31%6.34%-1.13%
20114.40%0.72%-14.74%9.48%
20103.46%-14.89%11.82%10.52%
2009-1.32%18.88%13.35%7.85%
2008-11.81%3.19%-17.51%-28.15%
20072.57%6.29%7.15%-2.92%
20064.48%-4.78%3.15%4.41%
2005-2.89%0.30%3.40%3.56%
20040.73%1.19%-3.93%8.31%
2003-3.32%15.32%4.07%11.29%
2002-2.87%-16.38%-15.03%6.62%
20016.22%-19.93%14.35%N/A
Rank In Category (By Total Return)
YTD13
1-Month50
3-Month22
1-Year25
3-Year52
5-Year45
Load Adjusted Returns
1-Year34.14%
3-Year4.82%
5-Year13.43%
10-Year12.23%
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