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Invesco Global Balanced Series I (0P0001AH1M.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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13.44-0.08 (-0.58%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.01%
5-Year Average Return1.15%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)30.14%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return30.14%
Worst 3-Yr Total Return-11.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001AH1M.TOCategory
YTD10.18%0.00%
1-Month2.34%0.00%
3-Month2.02%0.00%
1-Year21.94%0.00%
3-Year3.15%0.00%
5-Year0.91%0.00%
10-Year3.25%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001AH1M.TOCategory
2024
N/AN/A
2023
30.14%N/A
2022
-26.35%N/A
2021
2.93%N/A
2020
-8.71%N/A
2019
9.87%N/A
2018
-5.29%N/A
2017
13.90%N/A
2016
3.63%N/A
2015
9.60%N/A
2014
8.36%N/A
2013
27.50%N/A
2012
12.62%N/A
2011
4.23%N/A
2010
11.01%N/A
2009
9.17%N/A
2008
-17.32%N/A
2007
-5.93%N/A
2006
23.15%N/A
2005
2.85%N/A
2004
13.66%N/A
2003
26.29%N/A
2002
-5.36%N/A
2001
14.41%N/A
2000
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.89%N/AN/AN/A
202315.14%3.29%-1.06%10.60%
2022-13.63%-15.77%-2.60%3.95%
2021-2.45%8.75%-1.04%-1.96%
2020-21.62%11.85%1.63%2.46%
20195.43%0.15%0.56%3.47%
20182.25%-1.84%0.83%-6.42%
20177.63%1.78%-0.39%4.37%
2016-2.35%-2.16%7.78%0.63%
20159.51%0.22%-3.56%3.56%
20144.02%-0.11%0.07%4.21%
20136.22%5.50%4.61%8.76%
20128.27%-2.35%3.92%2.50%
20113.56%2.27%-4.24%2.77%
20102.69%-5.31%8.94%4.79%
2009-5.62%5.16%6.47%3.31%
2008-1.34%-3.61%-4.01%-9.44%
20073.05%-1.49%-4.43%-3.03%
20068.24%-3.46%4.54%12.74%
2005-0.19%2.71%-1.60%1.96%
20047.36%2.50%-2.90%6.37%
2003-10.68%13.98%11.64%11.11%
20027.72%-0.16%-16.34%5.19%
20011.24%4.17%-11.56%22.66%
20006.99%-0.63%6.81%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year21.94%
3-Year3.15%
5-Year0.91%
10-Year3.25%