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Invesco SteelPath MLP Alpha R5 (SPMHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.73+0.04 (+0.52%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.75%
5-year average return12.43%
Number of years up3
Number of years down1
Best 1-yr total return (26 June 2024)39.75%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return39.75%
Worst 3-yr total return8.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPMHXCategory
YTD16.41%38.02%
1-month-0.77%4.39%
3-month7.46%17.34%
1-year39.09%54.67%
3-year23.24%0.06%
5-year11.61%0.07%
10-year2.63%1.70%
Last bull market22.35%11.80%
Last bear market-9.32%-7.14%

Annual total return (%) history

Year
SPMHXCategory
2024
N/AN/A
2023
20.76%N/A
2022
29.26%N/A
2021
39.75%N/A
2020
-28.37%-23.34%
2019
N/A13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.58%N/AN/AN/A
20232.66%4.60%8.34%3.81%
202221.97%-9.32%4.36%11.98%
202117.37%20.90%-2.52%1.04%
2020-55.89%46.99%-13.61%27.87%
2019-6.26%-0.47%N/AN/A

Rank in category (by total return)

YTD8
1-month96
3-month70
1-year7
3-year13
5-year30

Load adjusted returns

1-year39.09%
3-year23.24%
5-year11.61%
10-year2.63%