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Invesco Capital Appreciation Y (OTCYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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92.97-0.38 (-0.41%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return24.08%
5-Year Average Return16.75%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (Jun 20, 2024)44.14%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return44.14%
Worst 3-Yr Total Return4.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOTCYXCategory
YTD17.24%12.38%
1-Month6.38%5.09%
3-Month3.32%10.28%
1-Year36.26%41.70%
3-Year7.99%22.56%
5-Year17.00%21.98%
10-Year13.01%15.99%
Last Bull Market33.52%25.99%
Last Bear Market-20.32%-17.29%

Annual Total Return (%) History

Year
OTCYXCategory
2024
N/AN/A
2023
35.82%N/A
2022
-30.94%N/A
2021
22.61%N/A
2020
36.59%35.86%
2019
36.36%31.90%
2018
-5.74%-2.09%
2017
26.81%27.67%
2016
-2.12%3.23%
2015
3.47%3.60%
2014
15.33%10.00%
2013
29.69%33.92%
2012
14.14%15.34%
2011
-1.17%-2.46%
2010
9.63%15.53%
2009
44.14%35.68%
2008
-45.67%-40.67%
2007
14.20%13.35%
2006
7.92%7.05%
2005
5.08%6.71%
2004
6.84%7.81%
2003
29.95%28.66%
2002
-25.96%-27.64%
2001
-12.40%-22.30%
2000
-0.91%-13.05%
1999
42.61%38.87%
1998
24.46%34.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.56%N/AN/AN/A
202310.15%13.20%-4.36%13.89%
2022-9.75%-20.32%-4.11%0.16%
20211.53%11.30%0.40%8.07%
2020-16.03%30.05%10.97%12.72%
201915.83%5.67%0.34%11.02%
2018-0.70%5.46%7.99%-16.66%
201710.34%4.45%3.88%5.93%
2016-6.95%0.78%5.90%-1.43%
20153.52%0.57%-8.26%8.33%
2014-0.05%6.46%3.07%5.16%
20138.88%-0.09%7.67%10.72%
201214.08%-5.13%6.49%-0.96%
20114.57%0.88%-14.57%9.66%
20103.66%-14.75%12.04%10.72%
2009-1.15%19.06%13.53%7.87%
2008-11.65%3.39%-17.38%-28.02%
20072.76%6.47%7.35%-2.77%
20064.64%-4.61%3.38%4.59%
2005-2.70%0.46%3.61%3.75%
20040.94%1.38%-3.76%8.49%
2003-3.23%15.51%4.27%11.49%
2002-2.68%-16.25%-14.95%6.82%
2001-10.30%6.39%-19.80%14.45%
200014.59%-4.09%-1.07%-8.87%
19997.02%8.67%-4.94%29.00%
199812.74%4.29%-16.54%26.84%

Rank In Category (By Total Return)

YTD10
1-Month21
3-Month32
1-Year18
3-Year40
5-Year29

Load Adjusted Returns

1-Year36.26%
3-Year7.99%
5-Year17.00%
10-Year13.01%