Invesco Global Balanced Fund (0P000072U9.TO)
Toronto - Toronto Delayed Price. Currency in CAD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return10.38%
5-Year Average Return-1.87%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (May 16, 2024)26.38%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return26.38%
Worst 3-Yr Total Return-13.94%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return0P000072U9.TOCategory
YTD6.64%0.00%
1-Month-2.26%0.00%
3-Month3.84%0.00%
1-Year17.02%0.00%
3-Year-1.10%0.00%
5-Year-2.99%0.00%
10-Year0.41%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P000072U9.TOCategory
2024N/AN/A
202326.38%N/A
2022-28.46%N/A
20210.20%N/A
2020-11.08%N/A
20197.39%N/A
2018-7.74%N/A
201710.95%N/A
20160.93%N/A
20156.82%N/A
20145.56%N/A
201324.16%N/A
20129.67%N/A
20111.51%N/A
20108.34%N/A
20096.56%N/A
2008-19.27%N/A
2007-8.10%N/A
200620.28%N/A
20050.17%N/A
200411.23%N/A
200323.54%N/A
2002-8.11%N/A
200112.58%N/A
200020.11%N/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20249.10%N/AN/AN/A
202314.32%2.52%-1.79%9.80%
2022-14.20%-16.40%-3.29%3.14%
2021-3.11%8.01%-1.70%-2.61%
2020-22.12%11.12%0.96%1.77%
20194.77%-0.49%-0.11%3.12%
20181.62%-2.51%0.16%-7.02%
20176.93%1.12%-1.04%3.69%
2016-2.98%-2.81%7.07%-0.04%
20158.79%-0.43%-4.16%2.90%
20143.34%-0.76%-0.58%3.52%
20135.55%4.79%3.90%8.05%
20127.55%-2.98%3.25%1.80%
20112.89%1.59%-4.86%2.08%
20102.10%-5.83%8.23%4.11%
2009-6.19%4.53%5.81%2.70%
2008-1.91%-4.20%-4.58%-9.97%
20072.44%-2.07%-4.98%-3.60%
20067.59%-4.04%3.92%12.10%
2005-0.77%2.11%-2.46%1.35%
20046.93%1.92%-3.47%5.75%
2003-10.09%11.89%12.75%8.91%
20027.26%-0.79%-16.54%3.46%
20010.70%3.68%-11.74%22.17%
20007.06%6.73%-1.18%6.37%
Rank In Category (By Total Return)
YTD11
1-Month76
3-Month41
1-Year4
3-Year99
5-Year100
Load Adjusted Returns
1-Year17.02%
3-Year-1.10%
5-Year-2.99%
10-Year0.41%
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