Australia markets closed

Invesco SteelPath MLP Alpha R6 (OSPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.11-0.01 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.00%
5-year average return11.52%
Number of years up6
Number of years down4
Best 1-yr total return (9 May 2024)39.70%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return39.70%
Worst 3-yr total return-13.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSPAXCategory
YTD17.29%38.02%
1-month-0.22%4.39%
3-month15.07%17.34%
1-year33.35%54.67%
3-year26.86%0.06%
5-year11.53%0.07%
10-year3.05%1.70%
Last bull market22.40%11.80%
Last bear market-9.32%-7.14%

Annual total return (%) history

Year
OSPAXCategory
2024
N/AN/A
2023
20.76%N/A
2022
29.61%N/A
2021
39.70%N/A
2020
-28.36%-23.34%
2019
7.37%13.05%
2018
-14.55%-16.32%
2017
-7.27%-5.78%
2016
26.28%27.30%
2015
-31.37%-34.98%
2014
7.24%7.46%
2013
N/A22.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.55%N/AN/AN/A
20232.68%4.50%8.50%3.73%
202222.27%-9.32%4.31%12.06%
202117.60%21.00%-2.78%0.98%
2020-55.89%46.92%-13.57%27.90%
201916.22%-0.95%-6.31%-0.45%
2018-13.33%10.52%5.98%-15.82%
20173.95%-8.89%-1.73%-0.37%
2016-6.15%24.05%4.53%3.77%
2015-2.25%-2.21%-20.77%-9.39%
20144.77%9.91%1.74%-8.47%
20130.76%3.61%N/AN/A

Rank in category (by total return)

YTD5
1-month20
3-month4
1-year7
3-year6
5-year18

Load adjusted returns

1-year33.35%
3-year26.86%
5-year11.53%
10-year3.05%