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Invesco Macro Allocation Strategy Fund (GMSDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.81+0.03 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.57%
5-year average return-0.52%
Number of years up7
Number of years down3
Best 1-yr total return (16 May 2024)9.02%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return9.02%
Worst 3-yr total return-2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMSDXCategory
YTD4.57%4.43%
1-month-0.77%0.25%
3-month2.37%2.85%
1-year5.88%11.96%
3-year-1.76%4.46%
5-year-0.83%3.69%
10-year1.81%2.51%
Last bull market7.12%6.81%
Last bear market-3.13%-4.99%

Annual total return (%) history

Year
GMSDXCategory
2024
N/AN/A
2023
1.25%N/A
2022
-12.04%N/A
2021
2.58%N/A
2020
3.31%4.54%
2019
3.73%8.10%
2018
-3.75%-3.33%
2017
7.30%5.28%
2016
9.02%2.01%
2015
-3.32%-3.07%
2014
4.51%4.12%
2013
N/A4.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.38%N/AN/AN/A
2023-0.94%-0.54%2.04%0.71%
2022-5.79%-3.13%-2.59%-1.06%
20210.22%2.10%-2.05%2.36%
2020-8.57%-0.37%4.14%8.92%
20193.08%-0.75%0.97%0.41%
2018-1.48%2.26%-0.84%-3.65%
20170.33%-0.43%2.17%5.13%
2016-0.42%5.01%2.88%1.33%
20151.28%-7.47%0.42%2.73%
2014-3.67%4.53%-1.77%5.66%
20132.14%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month58
3-month64
1-year64
3-year98
5-year98

Load adjusted returns

1-year0.05%
3-year-3.60%
5-year-1.94%
10-year1.24%