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Invesco Rising Dividends R5 (RSDQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.37+0.20 (+0.79%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.45%
5-Year Average Return14.17%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (May 30, 2024)27.10%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return27.10%
Worst 3-Yr Total Return8.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRSDQXCategory
YTD5.57%5.31%
1-Month-4.19%-4.19%
3-Month4.31%3.90%
1-Year16.33%20.31%
3-Year8.17%6.48%
5-Year11.86%11.78%
10-Year9.90%10.96%
Last Bull Market23.19%25.56%
Last Bear Market-14.38%-15.11%

Annual Total Return (%) History

Year
RSDQXCategory
2024
N/AN/A
2023
18.02%22.32%
2022
-12.40%-16.96%
2021
27.10%26.07%
2020
13.75%15.83%
2019
N/A28.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.19%N/AN/AN/A
20234.72%7.79%-4.67%9.67%
2022-3.32%-14.38%-5.18%11.60%
20214.26%8.41%-0.15%12.62%
2020-20.63%18.75%10.52%9.20%
20191.71%8.06%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month48
3-Month34
1-Year78
3-Year20
5-Year58

Load Adjusted Returns

1-Year16.33%
3-Year8.17%
5-Year11.86%
10-Year9.90%