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Invesco Summit P (SMMIX)

19.33 Up 0.06(0.31%) Nov 26

Performance Overview as of Oct 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:7.22%
5-Year Average Return:15.15%
Number of Years Up:23
Number of Years Down:8
Best 1 Yr Total Return (1999-12-31):50.76%
Worst 1 Yr Total Return (2008-12-31):-37.28%
Best 3-Yr Total Return (N/A):18.76%
Worst 3-Yr Total Return (N/A):-26.66%
Load Adjusted Returns 
1-Year:16.22%
3-Year:18.33%
5-Year:15.15%
10-Year:8.06%
Trailing Returns (%) vs. Benchmarks 
ReturnSMMIXCategoryDiffIndex*Diff
Year To Date7.22N/AN/AN/AN/A
1-Month2.68N/AN/AN/AN/A
3-Month5.71N/AN/AN/AN/A
1-Year16.22N/AN/AN/AN/A
3-Year18.33N/AN/AN/AN/A
5-Year15.15N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.09N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-18.34N/AN/AN/AN/A
Annual Total Return (%) History () 
YearSMMIXCategoryDiff
2014N/AN/AN/A
2013
 
37.89N/AN/A
2012
 
15.46N/AN/A
2011
 
-4.50N/AN/A
2010
 
14.59N/AN/A
2009
 
20.27N/AN/A
2008
 
-37.28N/AN/A
2007
 
17.44N/AN/A
2006
 
8.03N/AN/A
2005
 
11.47N/AN/A
2004
 
10.74N/AN/A
2003
 
35.69N/AN/A
2002
 
-30.10N/AN/A
2001
 
-33.80N/AN/A
2000
 
-14.74N/AN/A
1999
 
50.76N/AN/A
1998
 
34.44N/AN/A
1997
 
24.22N/AN/A
1996
 
19.87N/AN/A
1995
 
35.14N/AN/A
1994
 
-2.82N/AN/A
1993
 
8.28N/AN/A
1992
 
4.50N/AN/A
1991
 
43.64N/AN/A
1990
 
0.93N/AN/A
1989
 
30.92N/AN/A
1988
 
17.65N/AN/A
1987
 
-4.66N/AN/A
1986
 
14.05N/AN/A
1985
 
30.15N/AN/A
1984
 
-5.35N/AN/A
1983
 
9.94N/AN/A
Past Quarterly Returns (%) for SMMIX 
Q1Q2Q3Q4
2014-0.344.190.56N/A
20138.711.7010.1813.19
201216.50-6.787.27-0.89
20114.910.97-16.778.33
20104.36-11.8711.6811.57
2009-7.8611.549.906.48
2008-8.734.27-16.44-21.12
20072.327.496.200.54
20065.57-2.60-0.815.92
2005-0.371.216.973.34
20043.480.69-3.7310.41
2003-1.1116.154.9612.56
2002-2.91-14.00-17.561.55
2001-30.335.17-22.2816.25
20009.16-4.736.37-22.94
19998.566.88-5.2437.12
199812.774.62-12.2529.87
1997-3.0517.3214.91-4.96
19966.184.724.593.08
19958.4013.8412.61-2.75
1994-2.99-5.317.30-1.39
19931.870.715.56-0.02
1992-6.44-1.481.9411.23
199117.99-1.238.4013.71
1990-2.579.35-13.379.35
19898.227.5910.981.31
198811.057.74-2.050.39
198725.011.684.62-28.31
198615.816.15-10.924.15
198512.107.16-6.0115.28
1984-9.68-0.637.97-2.33
19839.7414.79-6.60-6.55
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date65N/A
1-Month44N/A
3-Month30N/A
6-Month41N/A
1-Year32N/A
3-Year46N/A
5-Year63N/A