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Invesco Global Balanced Series H (0P0000M5WT.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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13.57-0.16 (-1.17%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.47%
5-Year Average Return-2.95%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 23, 2024)27.01%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return27.01%
Worst 3-Yr Total Return-14.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000M5WT.TOCategory
YTD8.50%0.00%
1-Month1.94%0.00%
3-Month8.50%0.00%
1-Year20.13%0.00%
3-Year-0.55%0.00%
5-Year-2.11%0.00%
10-Year-0.14%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000M5WT.TOCategory
2024
N/AN/A
2023
27.01%N/A
2022
-30.91%N/A
2021
1.71%N/A
2020
-10.71%N/A
2019
10.33%N/A
2018
-11.08%N/A
2017
12.24%N/A
2016
4.12%N/A
2015
-2.52%N/A
2014
2.67%N/A
2013
17.79%N/A
2012
10.47%N/A
2011
0.68%N/A
2010
11.94%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.50%N/AN/AN/A
202314.72%3.04%-2.68%10.41%
2022-13.20%-17.13%-7.08%3.37%
2021-1.53%9.02%-2.84%-2.49%
2020-24.95%13.16%1.33%3.77%
20196.13%0.69%0.07%3.17%
2018-0.52%-2.24%1.39%-9.82%
20176.52%1.91%0.81%2.56%
20160.28%-1.80%5.54%0.18%
20154.46%-0.41%-7.22%0.99%
20140.66%1.17%-1.66%2.52%
20135.04%2.40%3.93%5.36%
20128.09%-3.27%5.10%0.53%
20113.61%1.18%-8.32%4.76%
20105.22%-7.34%7.93%6.39%

Rank In Category (By Total Return)

YTD13
1-Month71
3-Month13
1-Year8
3-Year100
5-Year100

Load Adjusted Returns

1-Year20.13%
3-Year-0.55%
5-Year-2.11%
10-Year-0.14%