CSMMX - Invesco Summit Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.14%
5-Year Average Return8.74%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Jun 1, 2023)40.87%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return40.87%
Worst 3-Yr Total Return-5.60%

Trailing Returns (%) Vs. Benchmarks

ReturnCSMMXCategory
YTD22.14%12.38%
1-Month9.73%5.09%
3-Month14.75%10.28%
1-Year2.88%41.70%
3-Year5.49%22.56%
5-Year8.74%21.98%
10-Year11.70%15.99%
Last Bull Market34.06%25.99%
Last Bear Market-21.77%-17.29%

Annual Total Return (%) History

Year
CSMMXCategory
2023
N/AN/A
2022
-33.65%N/A
2021
10.27%N/A
2020
40.87%35.86%
2019
37.33%31.90%
2018
-3.64%-2.09%
2017
28.66%27.67%
2016
1.45%3.23%
2015
5.65%3.60%
2014
8.13%10.00%
2013
36.71%33.92%
2012
14.43%15.34%
2011
-5.39%-2.46%
2010
13.52%15.53%
2009
19.32%35.68%
2008
-37.89%-40.67%
2007
16.38%13.35%
2006
6.93%7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202311.54%N/AN/AN/A
2022-10.34%-21.77%-6.38%1.04%
20212.38%10.69%-3.67%1.01%
2020-15.93%31.93%11.17%14.24%
201917.37%5.27%-0.05%11.21%
20182.97%6.09%8.76%-18.89%
201710.44%5.69%6.10%3.89%
2016-5.25%1.25%7.26%-1.40%
20154.96%-0.18%-7.51%9.02%
2014-0.60%3.93%0.35%4.31%
20138.51%1.48%9.92%12.94%
201216.27%-7.04%7.06%-1.11%
20114.70%0.66%-16.91%8.04%
20104.05%-12.05%11.54%11.22%
2009-8.01%11.40%9.54%6.30%
2008-8.93%4.04%-16.62%-21.38%
20072.19%7.20%5.93%0.29%
20065.33%-2.85%-1.06%5.61%

Rank In Category (By Total Return)

YTD53
1-Month54
3-Month58
1-Year90
3-Year87
5-Year82

Load Adjusted Returns

1-Year-6.08%
3-Year6.04%
5-Year8.15%
10-Year11.07%