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Invesco Equally-Wtd S&P 500 A (VADAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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73.68

-0.13

(-0.18%)

As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1

Year-to-date return6.67%

5-year average return11.36%

Number of years up19

Number of years down7

Best 1-yr total return (15 May 2024)44.38%

Worst 1-yr total return (15 May 2024)N/A

Best 3-yr total return44.38%

Worst 3-yr total return7.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.

ReturnVADAXCategory

YTD2.49%5.31%

1-month-4.92%-4.19%

3-month3.39%3.90%

1-year12.64%20.31%

3-year4.21%6.48%

5-year9.89%11.78%

10-year9.75%10.96%

Last bull market25.60%25.56%

Last bear market-14.52%-15.11%

Annual total return (%) history

Year

VADAXCategory

2024

N/AN/A

2023

13.33%22.32%

2022

-11.99%-16.96%

2021

28.95%26.07%

2020

12.34%15.83%

2019

28.61%28.78%

2018

-8.10%-6.27%

2017

18.27%20.44%

2016

14.11%10.37%

2015

-2.73%-1.07%

2014

13.76%10.96%

2013

35.33%31.50%

2012

16.97%14.96%

2011

-0.63%-1.27%

2010

21.21%14.01%

2009

44.38%28.17%

2008

-40.28%-37.79%

2007

1.14%6.16%

2006

15.17%14.17%

2005

7.45%5.88%

2004

16.03%10.02%

2003

36.43%27.05%

2002

-15.54%-22.25%

2001

-2.22%-13.50%

2000

10.48%-6.31%

1999

11.62%20.16%

1998

11.85%22.39%

1997

N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4

20247.79%N/AN/AN/A

20232.80%3.87%-5.02%11.74%

2022-2.85%-14.52%-4.93%11.46%

202111.26%6.80%-0.33%8.89%

2020-26.84%21.78%6.66%18.22%

201914.78%3.59%0.63%7.48%

2018-1.13%2.68%5.29%-14.02%

20175.28%2.35%3.47%6.08%

20162.90%2.52%4.34%3.67%

20151.68%-1.21%-7.69%4.91%

20142.77%5.37%-0.82%5.92%

201312.35%3.11%6.52%9.67%

201212.49%-4.14%5.68%2.65%

20117.06%0.64%-17.87%12.30%

20107.94%-10.92%12.71%11.85%

2009-10.01%24.47%21.35%6.22%

2008-8.96%-2.54%-8.39%-26.53%

20072.70%5.68%-1.87%-5.03%

20066.12%-2.20%3.85%6.86%

2005-2.24%2.57%4.71%2.34%

20043.55%2.08%-2.12%12.15%

2003-4.21%18.29%5.04%14.62%

20025.48%-8.98%-17.57%6.73%

2001-5.73%6.54%-13.22%12.18%

2000-0.79%-0.46%6.44%5.11%

19990.93%12.72%-9.02%7.84%

199812.52%-0.95%-13.98%16.67%

19970.03%N/AN/AN/A

Rank in category (by total return)

YTD87

1-month83

3-month69

1-year88

3-year87

5-year85

Load adjusted returns

1-year6.45%

3-year2.27%

5-year8.66%

10-year9.13%