Australia markets close in 3 hours 49 minutes

Invesco SteelPath MLP Select 40 R6 (OSPSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.85+0.03 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.23%
5-year average return12.04%
Number of years up6
Number of years down4
Best 1-yr total return (23 June 2024)39.89%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return39.89%
Worst 3-yr total return-10.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSPSXCategory
YTD13.81%38.02%
1-month2.01%4.39%
3-month6.49%17.34%
1-year36.97%54.67%
3-year21.54%0.06%
5-year11.62%0.07%
10-year3.99%1.70%
Last bull market17.70%11.80%
Last bear market-8.56%-7.14%

Annual total return (%) history

Year
OSPSXCategory
2024
N/AN/A
2023
22.85%N/A
2022
22.18%N/A
2021
39.89%N/A
2020
-25.02%-23.34%
2019
9.66%13.05%
2018
-11.64%-16.32%
2017
-3.58%-5.78%
2016
19.02%27.30%
2015
-23.58%-34.98%
2014
6.68%7.46%
2013
N/A22.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.69%N/AN/AN/A
20232.72%4.52%7.67%6.27%
202215.13%-8.56%2.67%13.04%
202118.02%18.46%-1.80%1.89%
2020-58.93%51.97%-7.99%30.56%
201915.21%-0.18%-3.76%-0.92%
2018-11.59%10.23%5.23%-13.84%
20172.82%-4.83%-0.70%-0.77%
2016-4.95%18.79%2.81%2.53%
2015-1.92%-2.20%-17.77%-3.13%
20143.84%10.48%1.06%-7.99%
20130.06%3.49%N/AN/A

Rank in category (by total return)

YTD56
1-month70
3-month82
1-year15
3-year24
5-year29

Load adjusted returns

1-year36.97%
3-year21.54%
5-year11.62%
10-year3.99%