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Invesco SteelPath MLP Alpha R (SPMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.56+0.03 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.12%
5-year average return11.76%
Number of years up3
Number of years down1
Best 1-yr total return (30 June 2024)38.76%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return38.76%
Worst 3-yr total return8.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPMGXCategory
YTD16.13%38.02%
1-month-0.93%4.39%
3-month7.26%17.34%
1-year38.31%54.67%
3-year22.62%0.06%
5-year10.98%0.07%
10-year2.08%1.70%
Last bull market22.06%11.80%
Last bear market-9.48%-7.14%

Annual total return (%) history

Year
SPMGXCategory
2024
N/AN/A
2023
19.97%N/A
2022
28.95%N/A
2021
38.76%N/A
2020
-28.71%-23.34%
2019
N/A13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.34%N/AN/AN/A
20232.54%4.17%8.42%3.59%
202222.18%-9.48%4.25%11.85%
202117.29%20.91%-2.96%0.84%
2020-56.01%46.95%-13.73%27.81%
2019-6.41%-0.80%N/AN/A

Rank in category (by total return)

YTD11
1-month98
3-month76
1-year9
3-year17
5-year43

Load adjusted returns

1-year38.31%
3-year22.62%
5-year10.98%
10-year2.08%