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Invesco Global Balanced Class Series P (0P0000TVES.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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15.91-0.09 (-0.58%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.75%
5-Year Average Return-1.12%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)27.26%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return27.26%
Worst 3-Yr Total Return-13.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000TVES.TOCategory
YTD9.16%0.00%
1-Month2.15%0.00%
3-Month1.46%0.00%
1-Year19.19%0.00%
3-Year0.80%0.00%
5-Year-1.36%0.00%
10-Year0.92%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000TVES.TOCategory
2024
N/AN/A
2023
27.26%N/A
2022
-28.11%N/A
2021
0.61%N/A
2020
-10.74%N/A
2019
7.56%N/A
2018
-7.42%N/A
2017
11.35%N/A
2016
1.25%N/A
2015
7.06%N/A
2014
5.86%N/A
2013
24.37%N/A
2012
10.47%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.29%N/AN/AN/A
202314.58%2.68%-1.60%9.93%
2022-14.11%-16.25%-3.24%3.29%
2021-2.99%8.13%-1.62%-2.50%
2020-22.06%11.31%1.06%1.81%
20194.91%-0.40%0.00%2.93%
20181.70%-2.41%0.28%-6.97%
20177.03%1.22%-0.96%3.78%
2016-2.91%-2.76%7.16%0.08%
20158.85%-0.40%-4.10%2.96%
20143.45%-0.69%-0.53%3.58%
20135.61%4.89%3.95%8.00%
20127.84%-2.72%3.29%1.95%
20112.23%N/AN/AN/A

Rank In Category (By Total Return)

YTD13
1-Month71
3-Month85
1-Year9
3-Year97
5-Year100

Load Adjusted Returns

1-Year19.19%
3-Year0.80%
5-Year-1.36%
10-Year0.92%