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Invesco Fundamental Alternatives Fund Class Y: (MF: QOPYX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 05:59 PM ET

$25.89 USD

-0.04 (-0.15%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.46 15
3 months 9.52 4
6 months 9.61 36
1 Year 4.17 97
3 Year 5.17 95
5 Year 2.35 96
10 Year 2.15 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 79.58
Bear Market (10/07 - 2/09) -23.21
Bull Market (2/09 - 3/21) 72.67

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.63
5 Year 1.12
10 Year 1.51
Since Inception 3.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.88 -4.62 -0.24 3.81
2024 3.78 -0.07 2.39 -0.21
2023 0.52 0.84 0.59 1.81
2022 -2.96 -3.73 -2.38 1.99
2021 0.58 1.15 -0.35 1.29

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.460.635.953.82-6.992.691.726.80-1.831.521.50
% Total Return Rel to Index -1.05-17.58-19.06-22.4211.21-25.98-16.67-24.682.55-20.27-10.42
% Total Return Rel to Peer -1.85-13.87-3.96-9.335.97-8.81-8.96-10.394.65-11.93-4.76
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.000.000.390.270.000.830.580.610.520.490.15
% Yield 0.000.001.460.000.002.892.002.091.881.720.51
Capital Gains ($) 0.000.180.190.900.620.000.000.000.000.000.00
Expense Ratio 0.001.031.101.081.081.071.271.141.121.131.81

* 1 = Top 20%, 5 = Bottom 20%