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Invesco Global Balanced Class Series H (0P0000M5WU.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.55+0.03 (+0.21%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.48%
5-Year Average Return-3.05%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Apr 23, 2024)26.93%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return26.93%
Worst 3-Yr Total Return-14.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000M5WU.TOCategory
YTD8.50%0.00%
1-Month1.94%0.00%
3-Month8.50%0.00%
1-Year20.12%0.00%
3-Year-0.72%0.00%
5-Year-2.21%0.00%
10-Year-0.27%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000M5WU.TOCategory
2024
N/AN/A
2023
26.93%N/A
2022
-31.26%N/A
2021
1.77%N/A
2020
-10.59%N/A
2019
10.14%N/A
2018
-11.25%N/A
2017
12.19%N/A
2016
3.94%N/A
2015
-2.59%N/A
2014
2.36%N/A
2013
17.40%N/A
2012
10.66%N/A
2011
0.71%N/A
2010
12.07%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.50%N/AN/AN/A
202314.65%3.09%-2.64%10.30%
2022-13.16%-17.17%-7.21%2.99%
2021-1.54%9.03%-2.82%-2.45%
2020-24.94%13.28%1.39%3.71%
20196.10%0.70%0.01%3.07%
2018-0.51%-2.25%1.32%-9.92%
20176.53%2.03%0.75%2.45%
20160.23%-1.94%5.53%0.22%
20154.30%-0.38%-7.25%1.07%
20140.59%1.09%-1.71%2.42%
20135.01%2.37%3.83%5.17%
20128.20%-3.07%5.01%0.48%
20113.24%1.07%-7.84%4.73%
20105.11%-6.93%7.90%6.18%

Rank In Category (By Total Return)

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

Load Adjusted Returns

1-Year20.12%
3-Year-0.72%
5-Year-2.21%
10-Year-0.27%