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Invesco Income R5 (AGOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.82+0.01 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.38%
5-Year Average Return-0.11%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2024)10.37%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return10.37%
Worst 3-Yr Total Return-4.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAGOIXCategory
YTD2.17%1.90%
1-Month1.11%0.35%
3-Month2.17%1.41%
1-Year5.23%7.92%
3-Year-0.28%3.65%
5-Year0.28%3.77%
10-Year1.02%2.82%
Last Bull Market9.12%6.13%
Last Bear Market-4.21%-3.74%

Annual Total Return (%) History

Year
AGOIXCategory
2024
N/AN/A
2023
6.07%N/A
2022
-9.76%N/A
2021
4.25%N/A
2020
-6.34%3.44%
2019
10.37%6.69%
2018
-2.52%-1.17%
2017
1.92%4.06%
2016
1.87%5.28%
2015
0.54%-1.41%
2014
4.34%1.24%
2013
-2.56%0.29%
2012
2.40%7.50%
2011
7.83%-1.29%
2010
5.59%5.44%
2009
0.58%19.00%
2008
12.16%-16.76%
2007
6.59%1.97%
2006
3.72%6.08%
2005
N/A4.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.17%N/AN/AN/A
20232.99%-0.57%-0.86%4.49%
2022-3.03%-4.21%-1.92%-0.95%
20212.81%1.19%0.80%-0.60%
2020-24.82%13.74%4.75%4.57%
20193.94%2.69%2.14%1.24%
2018-0.83%0.12%0.26%-2.08%
20170.48%0.81%0.43%0.19%
20162.57%1.74%0.32%-2.70%
20151.44%-1.24%1.28%-0.91%
20141.07%1.29%0.45%1.46%
2013-0.11%-2.08%0.21%-0.58%
2012-0.64%2.42%0.82%-0.19%
20110.18%1.73%4.91%0.87%
20101.55%3.61%2.52%-2.11%
20090.35%-1.94%2.79%-0.56%
20083.13%-0.19%1.52%7.34%
20071.79%-0.41%2.16%2.92%
2006-0.11%0.00%2.50%1.29%
20050.01%0.66%N/AN/A

Rank In Category (By Total Return)

YTD27
1-Month24
3-Month27
1-Year74
3-Year74
5-Year90

Load Adjusted Returns

1-Year5.23%
3-Year-0.28%
5-Year0.28%
10-Year1.02%