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Invesco Global Balanced Class Series PH (0P0000TVEU.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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13.13-0.22 (-1.68%)
As of 04:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.43%
5-Year Average Return-2.84%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)27.51%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return27.51%
Worst 3-Yr Total Return-14.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000TVEU.TOCategory
YTD8.65%0.00%
1-Month2.01%0.00%
3-Month8.65%0.00%
1-Year20.67%0.00%
3-Year-0.29%0.00%
5-Year-1.79%0.00%
10-Year0.24%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000TVEU.TOCategory
2024
N/AN/A
2023
27.51%N/A
2022
-30.90%N/A
2021
2.14%N/A
2020
-10.23%N/A
2019
10.60%N/A
2018
-10.75%N/A
2017
12.80%N/A
2016
4.76%N/A
2015
-2.18%N/A
2014
3.05%N/A
2013
18.08%N/A
2012
11.24%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.65%N/AN/AN/A
202314.80%3.22%-2.61%10.49%
2022-13.14%-16.97%-7.09%3.14%
2021-1.38%9.08%-2.73%-2.40%
2020-24.85%13.37%1.51%3.81%
20196.23%0.82%0.15%3.12%
2018-0.41%-2.14%1.47%-9.75%
20176.67%2.09%0.89%2.67%
20160.54%-1.68%5.64%0.33%
20154.54%-0.28%-7.06%0.97%
20140.75%1.26%-1.56%2.61%
20135.13%2.61%3.95%5.31%
20128.33%-2.98%5.14%0.66%
20114.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD12
1-Month66
3-Month12
1-Year7
3-Year100
5-Year100

Load Adjusted Returns

1-Year20.67%
3-Year-0.29%
5-Year-1.79%
10-Year0.24%