Canada markets closed

Invesco S&P 500 Index Y (SPIDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
55.10+0.68 (+1.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.87%
5-Year Average Return13.28%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)31.93%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return31.93%
Worst 3-Yr Total Return7.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPIDXCategory
YTD5.93%14.84%
1-Month-4.11%1.65%
3-Month4.22%7.55%
1-Year22.31%40.47%
3-Year7.75%16.77%
5-Year12.87%16.15%
10-Year12.07%13.21%
Last Bull Market25.98%24.09%
Last Bear Market-16.17%-17.61%

Annual Total Return (%) History

Year
SPIDXCategory
2024
N/AN/A
2023
25.95%N/A
2022
-18.35%N/A
2021
28.33%N/A
2020
18.11%15.83%
2019
31.10%28.78%
2018
-4.70%-6.27%
2017
21.45%20.44%
2016
11.57%10.37%
2015
1.08%-1.07%
2014
13.28%10.96%
2013
31.93%31.50%
2012
15.68%14.96%
2011
1.78%-1.27%
2010
14.79%14.01%
2009
26.37%28.17%
2008
-36.95%-37.79%
2007
5.25%6.16%
2006
15.36%14.17%
2005
4.49%5.88%
2004
10.45%10.02%
2003
28.04%27.05%
2002
-22.45%-22.25%
2001
-12.32%-13.50%
2000
-9.44%-6.31%
1999
20.24%20.16%
1998
28.18%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.43%8.68%-3.34%11.60%
2022-4.66%-16.17%-4.94%7.47%
20216.10%8.45%0.52%10.95%
2020-19.64%20.47%8.85%12.08%
201913.58%4.22%1.62%8.98%
2018-0.86%3.38%7.62%-13.61%
20176.02%2.98%4.39%6.57%
20161.26%2.36%3.78%3.72%
20150.89%0.22%-6.55%6.97%
20141.75%5.16%1.03%4.80%
201310.51%2.82%5.14%10.45%
201212.48%-2.81%6.31%-0.47%
20115.85%0.00%-13.96%11.76%
20105.39%-11.57%11.30%10.66%
2009-11.08%16.03%15.51%6.03%
2008-9.55%-2.85%-8.23%-21.82%
20070.58%6.20%2.07%-3.47%
20064.13%-1.56%5.61%6.56%
2005-2.28%1.32%3.52%1.94%
20041.57%1.62%-2.00%9.19%
2003-3.24%15.23%2.53%12.00%
20020.16%-13.55%-17.35%8.37%
2001-11.97%5.76%-14.83%10.57%
20002.23%-2.81%-1.03%-7.91%
19994.74%6.87%-6.36%14.71%
199813.83%3.17%-10.03%21.33%
19972.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD41
1-Month41
3-Month43
1-Year44
3-Year29
5-Year32

Load Adjusted Returns

1-Year22.31%
3-Year7.75%
5-Year12.87%
10-Year12.07%