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Invesco Balanced-Risk Commodity Strat R6 (IBRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.22+0.06 (+0.84%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.23%
5-Year Average Return8.53%
Number of Years Up6
Number of Years Down5
Best 1 Yr Total Return (May 19, 2024)19.10%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return19.10%
Worst 3-Yr Total Return-15.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIBRFXCategory
YTD7.18%22.37%
1-Month0.86%1.67%
3-Month4.31%13.11%
1-Year7.18%48.08%
3-Year5.64%3.58%
5-Year7.40%3.25%
10-Year0.76%-4.08%
Last Bull Market2.79%5.07%
Last Bear Market-2.80%-18.58%

Annual Total Return (%) History

Year
IBRFXCategory
2024
N/AN/A
2023
-3.27%N/A
2022
8.13%N/A
2021
19.10%N/A
2020
8.00%-3.09%
2019
4.45%7.87%
2018
-11.87%-11.52%
2017
5.04%3.66%
2016
12.02%12.16%
2015
-16.44%-23.99%
2014
-15.77%-17.98%
2013
-13.81%-8.73%
2012
N/A-0.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.26%N/AN/AN/A
2023-1.99%-3.20%6.31%-4.09%
202214.83%-2.80%-8.77%6.20%
20216.84%8.13%-0.12%3.22%
2020-25.38%12.99%9.85%16.61%
20194.62%-1.98%-2.48%4.45%
2018-0.84%-0.71%-3.41%-7.33%
2017-0.15%-6.03%4.23%7.41%
20161.92%13.34%-2.49%-0.55%
2015-2.81%0.69%-10.25%-4.87%
20140.90%1.79%-11.40%-7.43%
2013-4.36%-12.78%6.82%-3.27%
2012-6.57%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month85
3-Month86
1-Year30
3-Year90
5-Year49

Load Adjusted Returns

1-Year7.18%
3-Year5.64%
5-Year7.40%
10-Year0.76%