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Invesco Equally-Wtd S&P 500 Y (VADDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
73.31+0.20 (+0.27%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.38%
5-Year Average Return11.52%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Mar 13, 2024)44.74%
Worst 1 Yr Total Return (Mar 13, 2024)N/A
Best 3-Yr Total Return44.74%
Worst 3-Yr Total Return7.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVADDXCategory
YTD3.26%14.84%
1-Month4.14%1.65%
3-Month10.32%7.55%
1-Year13.01%40.47%
3-Year8.38%16.77%
5-Year11.29%16.15%
10-Year10.20%13.21%
Last Bull Market46.92%24.09%
Last Bear Market-14.46%-17.61%

Annual Total Return (%) History

Year
VADDXCategory
2023
13.61%N/A
2022
-11.77%N/A
2021
29.30%N/A
2020
12.60%15.83%
2019
28.93%28.78%
2018
-7.87%-6.27%
2017
18.56%20.44%
2016
14.40%10.37%
2015
-2.48%-1.07%
2014
14.04%10.96%
2013
35.68%31.50%
2012
17.25%14.96%
2011
-0.39%-1.27%
2010
21.51%14.01%
2009
44.74%28.17%
2008
-40.13%-37.79%
2007
1.37%6.16%
2006
15.45%14.17%
2005
7.71%5.88%
2004
16.31%10.02%
2003
36.78%27.05%
2002
-15.34%-22.25%
2001
-2.03%-13.50%
2000
10.76%-6.31%
1999
11.84%20.16%
1998
12.15%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.87%3.93%-4.95%11.80%
2022-2.80%-14.46%-4.85%11.52%
202111.33%6.87%-0.27%8.97%
2020-26.79%21.85%6.72%18.28%
201914.84%3.66%0.71%7.55%
2018-1.07%2.74%5.37%-13.97%
20175.35%2.42%3.53%6.14%
20162.94%2.58%4.43%3.74%
20151.72%-1.14%-7.65%4.99%
20142.84%5.44%-0.75%5.97%
201312.43%3.17%6.60%9.73%
201212.58%-4.12%5.77%2.70%
20117.14%0.66%-17.80%12.36%
20108.00%-10.88%12.81%11.91%
2009-9.96%24.59%21.41%6.28%
2008-8.88%-2.49%-8.33%-26.49%
20072.76%5.74%-1.80%-5.00%
20066.19%-2.14%3.90%6.93%
2005-2.21%2.66%4.77%2.40%
20043.59%2.13%-2.03%12.21%
2003-4.16%18.38%5.10%14.72%
20025.55%-8.91%-17.54%6.80%
2001-5.74%6.62%-13.14%12.23%
2000-0.74%-0.40%6.51%5.19%
19990.95%12.79%-8.98%7.91%
199812.58%-0.87%-13.91%16.73%
19970.07%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month79
3-Month75
1-Year96
3-Year85
5-Year84

Load Adjusted Returns

1-Year13.01%
3-Year8.38%
5-Year11.29%
10-Year10.20%