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Invesco Equally-Wtd S&P 500 R (VADRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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71.16+0.51 (+0.72%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.96%
5-year average return10.02%
Number of years up11
Number of years down4
Best 1-yr total return (28 Apr 2024)44.04%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return44.04%
Worst 3-yr total return7.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVADRXCategory
YTD7.71%14.84%
1-month4.39%1.65%
3-month7.71%7.55%
1-year18.51%40.47%
3-year7.34%16.77%
5-year11.50%16.15%
10-year10.06%13.21%
Last bull market46.33%24.09%
Last bear market-14.58%-17.61%

Annual total return (%) history

Year
VADRXCategory
2024
N/AN/A
2023
13.03%N/A
2022
-12.20%N/A
2021
28.64%N/A
2020
12.05%15.83%
2019
28.29%28.78%
2018
-8.33%-6.27%
2017
17.97%20.44%
2016
13.82%10.37%
2015
-2.97%-1.07%
2014
13.49%10.96%
2013
34.97%31.50%
2012
16.67%14.96%
2011
-0.90%-1.27%
2010
20.97%14.01%
2009
44.04%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.71%N/AN/AN/A
20232.73%3.81%-5.08%11.66%
2022-2.90%-14.58%-4.98%11.40%
202111.20%6.73%-0.39%8.82%
2020-26.88%21.71%6.57%18.14%
201914.72%3.51%0.59%7.41%
2018-1.19%2.61%5.24%-14.09%
20175.22%2.29%3.40%6.00%
20162.82%2.45%4.30%3.60%
20151.60%-1.27%-7.75%4.85%
20142.73%5.29%-0.88%5.85%
201312.28%3.04%6.46%9.59%
201212.40%-4.21%5.63%2.58%
20116.98%0.58%-17.91%12.20%
20107.89%-11.00%12.69%11.80%
2009-10.02%24.38%21.24%6.15%
2008-2.63%-8.42%-26.60%N/A

Rank in category (by total return)

YTD84
1-month11
3-month84
1-year90
3-year89
5-year86

Load adjusted returns

1-year18.51%
3-year7.34%
5-year11.50%
10-year10.06%