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Invesco Global R6 (OGLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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105.13+0.19 (+0.18%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.35%
5-Year Average Return10.81%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)36.79%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.79%
Worst 3-Yr Total Return0.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOGLIXCategory
YTD10.99%9.95%
1-Month3.92%2.98%
3-Month2.04%8.22%
1-Year27.20%40.81%
3-Year2.70%19.17%
5-Year12.02%18.49%
10-Year9.44%11.83%
Last Bull Market31.03%21.12%
Last Bear Market-18.73%-20.34%

Annual Total Return (%) History

Year
OGLIXCategory
2024
N/AN/A
2023
34.48%N/A
2022
-31.89%N/A
2021
15.78%N/A
2020
28.10%32.67%
2019
32.09%30.40%
2018
-13.21%-7.79%
2017
36.79%30.22%
2016
0.59%2.42%
2015
4.34%1.26%
2014
2.49%2.65%
2013
27.37%26.44%
2012
N/A18.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.16%N/AN/AN/A
202313.91%8.21%-4.70%14.49%
2022-16.06%-18.73%-9.34%10.13%
20211.00%10.65%0.37%3.22%
2020-21.73%25.61%10.88%17.51%
201916.97%4.05%-4.08%13.15%
2018-0.03%1.86%1.22%-15.80%
201710.53%8.70%6.18%7.22%
2016-6.40%-1.65%8.99%0.26%
20157.45%2.73%-10.58%5.70%
20140.76%3.92%-1.96%-0.16%
20137.22%0.75%9.54%7.63%
2012-8.06%7.80%7.42%N/A

Rank In Category (By Total Return)

YTD35
1-Month58
3-Month53
1-Year21
3-Year47
5-Year45

Load Adjusted Returns

1-Year27.20%
3-Year2.70%
5-Year12.02%
10-Year9.44%