Invesco SteelPath MLP Alpha Plus R (SPMJX)

3.15 -0.08 (-2.48%) USD  |  Oct 21 2021

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 October 21, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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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%
69.73%
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%
18.57%
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%
50.28%
Goldman Sachs MLP Energy Infras R
--
--
--
6.91%
-32.90%
18.28%
-7.02%
-15.06%
6.57%
-31.34%
50.00%
GS Energy Infrastructure Fd R Shares
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--
--
--
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--
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-15.61%
16.25%
-17.76%
47.93%
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%
49.81%
As of October 21, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco SteelPath MLP Alpha Plus R
19.70%
16.67%
32.13%
115.4%
-5.57%
-4.44%
--
--
--
-2.03%
MSCI World Net Total Return
3.49%
4.17%
8.25%
32.24%
17.15%
15.15%
12.33%
7.63%
8.23%
8.20%
Invesco SteelPath MLP Alpha R
14.82%
12.35%
23.64%
79.71%
-1.11%
-1.28%
0.85%
--
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1.93%
Goldman Sachs MLP Energy Infras R
15.93%
13.30%
22.77%
80.21%
-2.94%
-2.04%
--
--
--
-1.79%
GS Energy Infrastructure Fd R Shares
14.24%
13.75%
23.81%
71.80%
5.59%
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4.90%
Invesco SteelPath MLP Select 40 R5
14.91%
12.96%
22.34%
84.16%
2.04%
1.40%
2.98%
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3.98%
As of October 21, 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 September 30, 2021