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Invesco SteelPath MLP Income R5 (SPMQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.86-0.04 (-0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.38%
5-year average return13.71%
Number of years up3
Number of years down1
Best 1-yr total return (4 July 2024)45.02%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return45.02%
Worst 3-yr total return12.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPMQXCategory
YTD16.88%38.02%
1-month3.08%4.39%
3-month3.75%17.34%
1-year31.74%54.67%
3-year20.15%0.06%
5-year14.03%0.07%
10-year4.25%1.70%
Last bull market17.04%11.80%
Last bear market-6.85%-7.14%

Annual total return (%) history

Year
SPMQXCategory
2024
N/AN/A
2023
20.98%N/A
2022
25.12%N/A
2021
45.02%N/A
2020
-21.54%-23.34%
2019
N/A13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.66%3.75%N/AN/A
20233.37%3.83%7.76%4.60%
202214.57%-6.85%5.22%11.43%
202122.12%21.14%-2.54%0.59%
2020-61.26%61.00%-4.92%32.32%
2019-3.16%-1.09%N/AN/A

Rank in category (by total return)

YTD67
1-month46
3-month73
1-year33
3-year33
5-year4

Load adjusted returns

1-year31.74%
3-year20.15%
5-year14.03%
10-year4.25%