Invesco SteelPath MLP Alpha Plus R (SPMJX)

2.77 -0.08 (-2.81%) USD  |  Jul 27

SPMJX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 27, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Invesco SteelPath MLP Alpha Plus R
--
3.35%
30.53%
7.87%
-43.19%
31.66%
-10.02%
-20.91%
9.43%
-43.19%
46.01%
MSCI World Net Total Return
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.04%
Invesco SteelPath MLP Alpha R
5.66%
4.10%
22.74%
6.53%
-31.74%
25.43%
-7.76%
-15.03%
6.63%
-28.71%
33.76%
Goldman Sachs MLP Energy Infras R
--
--
--
6.91%
-32.90%
18.28%
-7.02%
-15.06%
6.57%
-31.34%
32.09%
GS Energy Infrastructure Fd R Shares
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--
--
--
--
--
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-15.61%
16.25%
-17.76%
29.91%
Invesco SteelPath MLP Select 40 R5
6.70%
3.10%
22.93%
6.51%
-23.69%
19.06%
-3.69%
-11.68%
9.42%
-25.12%
32.86%
As of July 27, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco SteelPath MLP Alpha Plus R
-8.25%
10.99%
41.80%
70.91%
-10.10%
-6.42%
--
--
--
-3.61%
MSCI World Net Total Return
1.53%
4.33%
14.80%
34.67%
14.43%
14.49%
10.94%
7.94%
7.49%
8.15%
Invesco SteelPath MLP Alpha R
-6.44%
8.03%
30.18%
50.90%
-4.67%
-2.90%
-0.19%
--
--
0.93%
Goldman Sachs MLP Energy Infras R
-6.56%
6.52%
27.31%
52.11%
-7.47%
-3.67%
--
--
--
-3.32%
GS Energy Infrastructure Fd R Shares
-5.03%
6.78%
25.80%
45.47%
0.75%
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1.70%
Invesco SteelPath MLP Select 40 R5
-5.31%
6.66%
28.54%
57.52%
-1.65%
-0.40%
1.83%
--
--
2.96%
As of July 27, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of June 30, 2021