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Invesco Cat mondiale équilibrée A (0P0000704G.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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20.10+0.02 (+0.07%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.97%
5-Year Average Return-1.62%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)26.81%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return26.81%
Worst 3-Yr Total Return-14.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000704G.TOCategory
YTD8.94%0.00%
1-Month2.10%0.00%
3-Month1.34%0.00%
1-Year18.60%0.00%
3-Year0.28%0.00%
5-Year-1.85%0.00%
10-Year0.45%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000704G.TOCategory
2024
N/AN/A
2023
26.81%N/A
2022
-28.60%N/A
2021
0.03%N/A
2020
-11.22%N/A
2019
7.23%N/A
2018
-7.93%N/A
2017
10.81%N/A
2016
0.84%N/A
2015
6.65%N/A
2014
5.48%N/A
2013
23.83%N/A
2012
9.97%N/A
2011
1.53%N/A
2010
8.32%N/A
2009
6.46%N/A
2008
-19.30%N/A
2007
-8.12%N/A
2006
20.10%N/A
2005
0.24%N/A
2004
10.08%N/A
2003
20.99%N/A
2002
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.17%N/AN/AN/A
202314.60%2.55%-1.74%9.81%
2022-14.24%-16.38%-3.43%3.10%
2021-3.18%7.99%-1.74%-2.63%
2020-22.16%11.17%0.91%1.67%
20194.83%-0.52%-0.11%2.93%
20181.57%-2.54%0.12%-7.11%
20176.90%1.11%-1.08%3.64%
2016-3.00%-2.86%7.05%-0.02%
20158.75%-0.49%-4.19%2.86%
20143.35%-0.77%-0.61%3.49%
20135.49%4.78%3.84%7.89%
20127.67%-2.83%3.20%1.85%
20112.64%1.54%-4.60%2.12%
20102.07%-5.89%8.36%4.07%
2009-6.19%4.47%5.58%2.89%
2008-1.88%-4.22%-4.60%-9.98%
20072.41%-2.05%-4.98%-3.60%
20067.51%-4.07%3.89%12.09%
2005-0.62%2.06%-2.41%1.28%
20046.27%1.77%-3.64%5.63%
2003-10.00%11.66%10.78%8.68%
2002-1.68%N/AN/AN/A

Rank In Category (By Total Return)

YTD14
1-Month74
3-Month86
1-Year11
3-Year99
5-Year100

Load Adjusted Returns

1-Year18.60%
3-Year0.28%
5-Year-1.85%
10-Year0.45%