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Invesco Global Allocation R5 (GLALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.20-0.08 (-0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.78%
5-Year Average Return6.42%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 13, 2024)16.08%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return16.08%
Worst 3-Yr Total Return1.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGLALXCategory
YTD4.16%8.60%
1-Month3.21%0.11%
3-Month3.32%4.82%
1-Year12.27%25.33%
3-Year1.01%8.02%
5-Year6.92%8.06%
10-Year4.88%6.03%
Last Bull Market17.00%13.54%
Last Bear Market-11.77%-13.20%

Annual Total Return (%) History

Year
GLALXCategory
2024
N/AN/A
2023
16.08%N/A
2022
-17.28%N/A
2021
10.76%N/A
2020
14.99%6.18%
2019
N/A16.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.05%N/AN/AN/A
20237.64%2.72%-4.09%9.46%
2022-6.32%-11.77%-5.46%5.86%
20213.30%4.80%-0.85%3.18%
2020-13.46%12.13%3.37%14.62%
20190.56%4.81%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month50
3-Month46
1-Year67
3-Year56
5-Year31

Load Adjusted Returns

1-Year12.27%
3-Year1.01%
5-Year6.92%
10-Year4.88%