ATIIX - Invesco Select Companies R5

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return20.52%
5-Year Average Return11.66%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)66.38%
Worst 1 Yr Total Return (Dec 30, 2017)-40.20%
Best 3-Yr Total Return66.38%
Worst 3-Yr Total Return-11.08%

Trailing Returns (%) Vs. Benchmarks

ReturnATIIXCategory
YTD20.52%12.28%
1-Month2.72%-0.28%
3-Month8.65%3.54%
1-Year20.52%12.28%
3-Year8.24%8.71%
5-Year11.66%12.99%
10-Year10.04%8.13%
Last Bull Market19.00%27.59%
Last Bear Market-14.64%-24.18%

Annual Total Return (%) History

Year
ATIIXCategory
2017
20.52%12.28%
2016
23.12%20.78%
2015
-14.55%-5.38%
2014
8.94%3.79%
2013
25.63%37.39%
2012
12.72%15.46%
2011
8.70%-4.07%
2010
23.00%25.61%
2009
66.38%31.80%
2008
-40.20%-36.56%
2007
3.70%-1.10%
2006
13.39%15.03%
2005
13.52%6.75%
2004
N/A18.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.83%4.96%0.81%8.65%
20164.57%-0.72%8.68%9.12%
20152.99%-5.88%-11.76%-0.09%
20144.30%2.74%-2.39%4.16%
201310.22%2.21%7.05%4.19%
201210.08%-4.77%6.54%0.92%
201110.17%0.92%-11.99%11.09%
20106.05%-8.32%7.65%17.53%
2009-13.97%29.26%30.11%15.00%
2008-17.07%-1.46%-3.88%-23.87%
20079.44%2.53%-1.41%-6.26%
20066.81%-3.97%5.08%5.20%
20052.09%1.98%5.29%3.55%
20041.98%14.53%N/AN/A

Rank In Category (By Total Return)

YTD3
1-Month2
3-Month1
1-Year3
3-Year65
5-Year80

Load Adjusted Returns

1-Year20.52%
3-Year8.24%
5-Year11.66%
10-Year10.04%