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Invesco Global Allocation Y (QGRYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.86-0.01 (-0.05%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.82%
5-Year Average Return6.61%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Oct 3, 2024)33.34%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return33.34%
Worst 3-Yr Total Return1.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQGRYXCategory
YTD8.58%8.60%
1-Month1.32%0.11%
3-Month4.38%4.82%
1-Year18.80%25.33%
3-Year2.37%8.02%
5-Year6.70%8.06%
10-Year5.51%6.03%
Last Bull Market16.93%13.54%
Last Bear Market-11.77%-13.20%

Annual Total Return (%) History

Year
QGRYXCategory
2024
N/AN/A
2023
16.00%N/A
2022
-17.42%N/A
2021
10.59%N/A
2020
14.75%6.18%
2019
16.59%16.10%
2018
-9.46%-8.26%
2017
15.11%14.79%
2016
5.02%6.04%
2015
0.60%-4.15%
2014
0.38%1.54%
2013
18.25%10.07%
2012
10.50%10.74%
2011
-7.45%-3.99%
2010
13.83%10.58%
2009
33.34%24.37%
2008
-31.34%-28.98%
2007
-3.62%11.39%
2006
10.94%16.61%
2005
3.15%6.56%
2004
10.62%15.24%
2003
30.96%25.32%
2002
-19.51%-2.16%
2001
3.73%-3.23%
2000
N/A0.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.02%0.00%4.38%N/A
20237.67%2.68%-4.11%9.42%
2022-6.35%-11.77%-5.49%5.75%
20213.27%4.77%-0.89%3.14%
2020-13.53%12.10%3.33%14.56%
20197.76%2.74%0.50%4.79%
2018-0.81%-0.36%0.26%-8.63%
20175.48%4.14%2.44%2.29%
20160.88%1.85%3.95%-1.68%
20153.60%1.35%-6.40%2.36%
20140.50%1.24%-2.23%0.91%
20135.60%0.05%7.16%4.46%
20127.79%-4.84%4.38%3.21%
20112.77%0.87%-12.63%2.19%
20105.02%-7.45%9.54%6.91%
2009-7.89%19.15%16.83%3.99%
2008-9.66%-2.45%-9.25%-14.14%
2007-0.09%5.95%-1.35%-7.70%
20062.17%-1.77%4.79%5.49%
2005-1.95%2.15%1.17%1.79%
20043.81%0.82%0.06%5.64%
2003-0.08%15.54%3.93%9.14%
2002-1.93%-14.67%-13.33%10.97%
20014.84%2.41%-5.00%1.70%
20001.89%5.57%N/AN/A

Rank In Category (By Total Return)

YTD76
1-Month67
3-Month79
1-Year66
3-Year76
5-Year38

Load Adjusted Returns

1-Year18.80%
3-Year2.37%
5-Year6.70%
10-Year5.51%