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Invesco S&P 500 Index R6 (SPISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.93-0.09 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.23%
5-year average return14.76%
Number of years up4
Number of years down2
Best 1-yr total return (20 June 2024)31.21%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return31.21%
Worst 3-yr total return7.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPISXCategory
YTD11.20%5.31%
1-month4.95%-4.19%
3-month3.85%3.90%
1-year27.94%20.31%
3-year9.36%6.48%
5-year15.56%11.78%
10-year12.40%10.96%
Last bull market26.04%25.56%
Last bear market-16.14%-15.11%

Annual total return (%) history

Year
SPISXCategory
2024
N/AN/A
2023
26.05%22.32%
2022
-18.26%-16.96%
2021
28.42%26.07%
2020
18.15%15.83%
2019
31.21%28.78%
2018
-4.67%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
20237.44%8.69%-3.31%11.63%
2022-4.64%-16.14%-4.94%7.52%
20216.10%8.50%0.51%10.99%
2020-19.63%20.49%8.85%12.09%
201913.62%4.22%1.65%9.00%
2018-0.82%3.35%7.65%-13.61%
20174.43%6.57%N/AN/A

Rank in category (by total return)

YTD33
1-month27
3-month32
1-year41
3-year25
5-year29

Load adjusted returns

1-year27.94%
3-year9.36%
5-year15.56%
10-year12.40%