Singapore markets open in 6 hours 34 minutes

Invesco Moderate Allocation Fund Class R (AMKRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.94+0.02 (+0.18%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return5.94%
5-year average return4.12%
Number of years up12
Number of years down3
Best 1-yr total return (3 Feb 2019)26.44%
Worst 1-yr total return (3 Feb 2019)-31.24%
Best 3-yr total return26.44%
Worst 3-yr total return-6.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMKRXCategory
YTD-11.22%9.69%
1-month7.53%0.91%
3-month-10.39%5.21%
1-year-5.76%27.06%
3-year1.47%11.00%
5-year1.91%10.26%
10-year4.68%8.34%
Last bull market14.29%15.58%
Last bear market-9.72%-12.16%

Annual total return (%) history

Year
AMKRXCategory
2020
N/A11.72%
2019
17.47%19.23%
2018
-6.71%-5.76%
2017
12.41%13.21%
2016
7.88%7.34%
2015
-4.35%-1.93%
2014
4.13%6.21%
2013
10.30%16.48%
2012
12.91%11.72%
2011
1.01%-0.11%
2010
11.77%11.83%
2009
26.44%24.13%
2008
-31.24%-28.00%
2007
6.90%5.99%
2006
11.41%11.29%
2005
7.21%5.13%
2004
N/A8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-17.44%N/AN/AN/A
20198.73%2.96%0.25%4.66%
2018-1.00%0.48%2.11%-8.15%
20173.72%2.06%3.16%2.94%
20161.83%2.04%2.66%1.13%
20151.56%-1.14%-6.26%1.64%
20141.84%3.98%-2.44%0.80%
20134.16%-2.21%4.53%3.60%
20127.71%-1.88%5.10%1.65%
20112.67%0.90%-7.94%5.92%
20103.33%-5.43%8.51%5.42%
2009-5.97%14.19%13.02%4.20%
2008-7.54%-0.88%-9.82%-16.80%
20072.78%3.90%0.92%-0.82%
20064.44%-1.92%3.40%5.18%
2005-0.92%1.95%3.36%2.69%
2004-0.20%7.65%N/AN/A

Rank in category (by total return)

YTD83
1-month62
3-month83
1-year82
3-year82
5-year84

Load adjusted returns

1-year-5.76%
3-year1.47%
5-year1.91%
10-year4.68%