Invesco Summit Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1982 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0.8 | -0.6 | 0 |
| 1983 | 3.04 | 2.95 | 3.44 | 6.65 | 3.64 | 3.85 | -5.96 | -1.88 | 1.22 | -6.21 | 2.57 | -2.87 | 9.9 |
| 1984 | -7.01 | -5.95 | 1.27 | -0.21 | -4.18 | 3.92 | -1.68 | 10.87 | -0.96 | -0.19 | -2.92 | 0.8 | -7.2 |
| 1985 | 11.33 | 1.87 | -1.41 | -1.07 | 5.06 | 3.1 | -0.5 | -1.01 | -4.58 | 2.66 | 7.61 | 4.34 | 29.8 |
| 1986 | 2 | 3.91 | 4.83 | -0.7 | 5.06 | 1.74 | -6.18 | 4.63 | -9.25 | 5.61 | 1.68 | -8.12 | 3.7 |
| 1987 | 13.47 | 10.43 | -0.24 | -1.32 | 0.85 | 2.18 | 3.31 | 3.67 | -2.32 | -27.49 | -9.52 | -0.78 | -13.4 |
| 1988 | 3.16 | 8.84 | -1.09 | 1.42 | 0.93 | 5.25 | -1.91 | -4.33 | 4.38 | 0.75 | -1.78 | 1.45 | 17.7 |
| 1989 | 7.61 | -1.13 | 1.72 | 6.05 | 3.85 | -2.3 | 9.02 | 1.44 | 0.35 | -2.94 | 2.79 | -6.25 | 20.9 |
| 1990 | -7.32 | 1.38 | 3.69 | -1.98 | 11.16 | 0.36 | 0.12 | -8.3 | -5.64 | -0.42 | 6.84 | 0.81 | -1 |
| 1991 | 5.42 | 7.53 | 4.08 | -0.56 | 4.28 | -4.76 | 6.58 | 3.09 | -1.34 | 2.2 | -2.46 | 7.28 | 35.1 |
| 1992 | -4.26 | 0.72 | -2.98 | 0.42 | 0.74 | -2.62 | 3.76 | -3.01 | 1.28 | 3.8 | 5.18 | -5.94 | -3.5 |
| 1993 | 0.42 | -1.45 | 2.94 | -3.97 | 4.14 | 0.71 | 0.3 | 3.83 | 1.36 | 0.19 | -3.35 | -3.17 | 1.6 |
| 1994 | 5.05 | -1.96 | -5.81 | 0.53 | -1.48 | -4.4 | 2.69 | 6.23 | -1.65 | 2.3 | -4.19 | -3.7 | -7 |
| 1995 | -1.68 | 5.7 | 4.31 | 3 | 2.91 | 7.41 | 8.35 | 0.59 | 3.33 | -2.18 | 2.22 | -9.74 | 25.4 |
| 1996 | 1.52 | 4.23 | 0.34 | 4.64 | 2.26 | -2.13 | -7.65 | 5.32 | 7.53 | 0 | 5.47 | -2.41 | 19.7 |
| 1997 | 5.27 | -2.74 | -5.31 | 3.65 | 8.85 | 3.99 | 11.43 | -2.86 | 6.15 | -4.6 | 0.07 | -0.5 | 24.2 |
| 1998 | -0.44 | 8.99 | 3.92 | 2.47 | -2.92 | 5.17 | -1.31 | -17.96 | 8.37 | 6.17 | 7.75 | 13.62 | 34.6 |
| 1999 | 7.12 | -5.62 | 7.38 | 2.4 | -2.45 | 6.99 | -4.14 | 0.21 | -1.35 | 6.16 | 9.32 | 17.66 | 50.1 |
| 2000 | -4.09 | 14.75 | -0.81 | -8.68 | -6.56 | 11.65 | -1.37 | 12.88 | -4.46 | -8.24 | -18.1 | 1.85 | -15.3 |
| 2001 | 0 | -20.76 | -12.08 | 10.15 | -1.17 | -3.39 | -3.95 | -6.94 | -13.05 | 5.53 | 8.45 | 1.58 | -33.8 |
| 2002 | -3.5 | -6.14 | 7.18 | -4.1 | -2.09 | -8.41 | -10 | -0.26 | -8.16 | 4.71 | 5.28 | -7.34 | -29.7 |
| 2003 | -0.97 | -1.68 | 1.57 | 6.32 | 7.93 | 1.22 | 2.9 | 3.41 | -1.36 | 5.88 | 2.39 | 3.83 | 35.7 |
| 2004 | 2.25 | 1.5 | -0.3 | -2.87 | 1.93 | 1.7 | -5.7 | -1.15 | 3.27 | 1.33 | 5.84 | 2.85 | 10.6 |
| 2005 | -1.02 | 3.27 | -2.53 | -3.53 | 4.14 | 0.74 | 5.05 | -0.26 | 2.1 | -2.4 | 3.87 | 1.69 | 11.2 |
| 2006 | 5.82 | -2.75 | 2.59 | 1.81 | -3.72 | -0.64 | -2.35 | 0.66 | 0.91 | 4.16 | 1.88 | -0.77 | 7.4 |
| 2007 | 1.01 | -0.61 | 1.93 | 4.09 | 3.78 | -0.49 | -1.2 | 1.57 | 5.82 | 2.59 | -2 | -1.78 | 15.3 |
| 2008 | -7.52 | 0.07 | -1.38 | 5.67 | 4.46 | -5.53 | -4.38 | -1.25 | -11.51 | -16.81 | -7.01 | -5.57 | -41.9 |
| 2009 | -3.12 | -8.95 | 4.46 | 4.89 | 5.26 | 1.02 | 4.61 | 2.04 | 2.95 | -1.74 | 5.21 | 3 | 20.3 |
| 2010 | -4.36 | 3.44 | 5.48 | 0.19 | -7.04 | -5.38 | 6.11 | -4.27 | 9.95 | 5.09 | 1.26 | 4.85 | 14.6 |
| 2011 | 1.27 | 2.59 | 0.98 | 2.9 | -0.39 | -1.49 | -1.92 | -7.41 | -8.36 | 11.61 | -1.63 | -1.33 | -4.5 |
| 2012 | 7.36 | 5.37 | 2.98 | -1.68 | -7.51 | 2.51 | 1.06 | 4.2 | 1.86 | -2.89 | 1.65 | 0.41 | 15.5 |
| 2013 | 4.86 | 0.59 | 3.07 | 1.06 | 2.67 | -1.98 | 6.97 | -1.63 | 4.7 | 4.43 | 4.12 | 4.11 | 37.9 |
| 2014 | -2.75 | 5.71 | -3.06 | -2.01 | 3.34 | 2.89 | -2.26 | 4.74 | -1.77 | 2.68 | 2.93 | -1.34 | 8.9 |
| 2015 | -1.03 | 7.26 | -0.85 | -1.66 | 3.15 | -1.41 | 2.58 | -6.26 | -3.58 | 9.77 | 0.68 | -1.36 | 6.4 |
| 2016 | -9.39 | -1.61 | 6.59 | -0.64 | 4.04 | -1.91 | 5.98 | -0.24 | 1.73 | -2.05 | 0.24 | 0.66 | 2.4 |
| 2017 | 5.03 | 3.71 | 1.67 | 2.73 | 3.1 | 0 | 3.97 | 1.96 | 0.3 | 2.82 | 1.23 | 0.05 | 29.9 |
| 2018 | 8.74 | -2.36 | -2.84 | 0.83 | 4.25 | 1.16 | 2.15 | 5.38 | 1.28 | -11.55 | 1.19 | -9.42 | -3 |
| 2019 | 10.62 | 3.13 | 3.14 | 4.51 | -5.96 | 7.34 | 1.67 | -0.59 | -0.87 | 2.88 | 4.69 | -4.74 | 27.6 |
| 2020 | 8.6 | 7.15 | 5.12 | 8.67 | 15.79 | -10.39 | -7.36 | 1.49 | -10.26 | -2.33 | 11.79 | 4.91 | 33.3 |
| 2021 | -17.21 | 4.27 | 18.91 | 6.42 | -1.37 | 5.67 | -2 | 3.32 | -4.62 | 5.62 | -2.6 | -18.52 | -7.8 |
| 2022 | -8.95 | -2.91 | 1.67 | -12.05 | -2.33 | -8.73 | 9.67 | -4.05 | -10.83 | 5.24 | 3.76 | -15.61 | -39.1 |
| 2023 | 9.13 | -2.71 | 5.3 | 0.97 | 5.57 | 6.9 | 3.04 | -1.61 | -6.13 | -2.79 | 11.08 | 4.53 | 36.8 |
| 2024 | 4.02 | 26.8 |