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Invesco Global Core Equity R5 (AWSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.10-0.07 (-0.43%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.90%
5-Year Average Return9.12%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 27, 2024)30.90%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return30.90%
Worst 3-Yr Total Return0.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAWSIXCategory
YTD5.73%12.08%
1-Month-3.37%0.64%
3-Month4.45%6.49%
1-Year14.85%38.01%
3-Year2.03%12.74%
5-Year7.06%12.82%
10-Year6.07%9.05%
Last Bull Market25.27%18.82%
Last Bear Market-13.06%-20.53%

Annual Total Return (%) History

Year
AWSIXCategory
2024
N/AN/A
2023
22.19%N/A
2022
-22.02%N/A
2021
16.05%N/A
2020
12.89%12.96%
2019
24.92%25.26%
2018
-14.70%-10.06%
2017
23.14%22.28%
2016
7.07%6.93%
2015
-1.88%-0.92%
2014
0.83%3.67%
2013
22.60%24.08%
2012
13.59%14.39%
2011
-10.76%-7.19%
2010
7.45%14.49%
2009
30.90%34.45%
2008
-38.67%-41.13%
2007
2.84%12.16%
2006
21.72%19.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.42%N/AN/AN/A
20239.09%4.32%-5.21%13.28%
2022-8.31%-13.06%-12.26%11.49%
20214.63%8.72%-3.19%5.37%
2020-25.57%21.49%10.58%12.89%
201912.40%2.48%-1.35%9.92%
2018-1.16%-1.60%2.32%-14.28%
20176.12%4.89%5.43%4.93%
20160.37%0.52%6.38%-0.25%
20153.18%0.56%-8.51%3.36%
20141.55%3.30%-3.07%-0.83%
20135.27%1.03%6.92%7.81%
20129.56%-7.70%6.22%5.76%
20114.09%-0.53%-20.18%7.98%
20102.81%-14.69%14.38%7.10%
2009-11.73%22.12%15.99%4.70%
2008-12.56%-0.44%-13.18%-18.86%
20071.79%3.58%-1.94%-0.54%
20068.15%-0.33%6.23%6.30%

Rank In Category (By Total Return)

YTD15
1-Month33
3-Month25
1-Year50
3-Year75
5-Year73

Load Adjusted Returns

1-Year14.85%
3-Year2.03%
5-Year7.06%
10-Year6.07%