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Invesco Capital Appreciation A (OPTFX)

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79,99-0,02 (-0,02%)
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Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr24,43%
5-Jahres-Durchschnittsrendite16,89%
Anzahl der Jahre aufwärts31
Anzahl der Jahre abwärts11
Beste 1-Jahresrendite (25. Juni 2024)43,58%
Schlechteste 1-Jahresrendite (25. Juni 2024)N/A
Beste 3-Jahresrendite43,58%
Schlechteste 3-Jahresrendite4,54%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragOPTFXKategorie
YTD17,14%12,38%
1 Monat6,37%5,09%
3 Monate3,26%10,28%
1 Jahr35,96%41,70%
3 Jahre7,75%22,56%
5 Jahre16,74%21,98%
10 Jahre12,75%15,99%
Letzte Hausse33,41%25,99%
Letzte Baisse-20,37%-17,29%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
OPTFXKategorie
2024
N/AN/A
2023
35,51%N/A
2022
-31,10%N/A
2021
22,35%N/A
2020
36,29%35,86%
2019
36,06%31,90%
2018
-5,96%-2,09%
2017
26,53%27,67%
2016
-2,34%3,23%
2015
3,22%3,60%
2014
15,07%10,00%
2013
29,24%33,92%
2012
13,69%15,34%
2011
-1,57%-2,46%
2010
9,14%15,53%
2009
43,58%35,68%
2008
-45,89%-40,67%
2007
13,76%13,35%
2006
7,50%7,05%
2005
4,70%6,71%
2004
6,46%7,81%
2003
29,46%28,66%
2002
-26,26%-27,64%
2001
-12,69%-22,30%
2000
-1,29%-13,05%
1999
42,09%38,87%
1998
24,04%34,55%
1997
26,32%26,36%
1996
27,96%19,76%
1995
34,85%32,65%
1994
0,46%-2,45%
1993
3,93%8,69%
1992
10,27%5,92%
1991
41,33%40,07%
1990
-2,13%-3,78%
1989
18,19%27,76%
1988
32,38%12,55%
1987
-17,94%1,56%
1986
8,28%14,05%
1985
29,85%28,64%
1984
-17,47%-3,94%
1983
24,51%18,56%
1982
81,32%32,75%
1981
N/A-2,13%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
202415,51%N/AN/AN/A
202310,07%13,15%-4,42%13,83%
2022-9,80%-20,37%-4,17%0,10%
20211,47%11,24%0,35%8,01%
2020-16,09%29,98%10,92%12,66%
201915,79%5,61%0,29%10,94%
2018-0,75%5,40%7,93%-16,70%
201710,27%4,40%3,82%5,86%
2016-7,01%0,74%5,84%-1,50%
20153,44%0,52%-8,32%8,27%
2014-0,10%6,39%3,00%5,11%
20138,76%-0,19%7,58%10,67%
201213,97%-5,23%6,38%-1,05%
20114,45%0,79%-14,67%9,56%
20103,56%-14,85%11,93%10,58%
2009-1,26%18,94%13,47%7,74%
2008-11,73%3,28%-17,46%-28,10%
20072,67%6,38%7,23%-2,85%
20064,57%-4,72%3,25%4,51%
2005-2,81%0,40%3,51%3,66%
20040,85%1,28%-3,87%8,42%
2003-3,31%15,42%4,16%11,36%
2002-2,79%-16,33%-15,03%6,71%
2001-10,41%6,31%-19,89%14,41%
200014,47%-4,19%-1,17%-8,93%
19996,91%8,63%-5,05%28,86%
199812,67%4,19%-16,60%26,70%
1997-1,88%16,17%13,16%-2,07%
19967,18%5,13%7,28%5,86%
19959,01%11,76%8,74%1,79%
1994-2,60%-2,75%5,83%0,22%
1993-0,28%-0,44%2,31%2,31%
1992-2,27%-3,57%3,84%12,68%
199122,78%-2,24%7,34%9,69%
19900,22%6,26%-19,40%14,03%
19896,48%4,62%8,59%-2,29%
198820,03%7,06%2,02%0,97%
198721,84%-5,40%4,16%-31,65%
198625,03%2,92%-10,72%-5,75%
19857,58%5,32%-1,19%15,99%
1984-13,28%-2,26%0,71%-3,32%
198315,69%23,49%-6,08%-7,21%
1982-1,18%8,45%24,41%36,00%
198110,75%-13,31%20,70%N/A

Rang in Kategorie (nach Gesamtertrag)

YTD11
1 Monat22
3 Monate33
1 Jahr20
3 Jahre43
5 Jahre33

Berichtigte Erträge

1 Jahr28,48%
3 Jahre5,73%
5 Jahre15,43%
10 Jahre12,12%