Singapore markets closed

Invesco Global Allocation A (QVGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.21+0.08 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.08%
5-year average return5.53%
Number of years up26
Number of years down6
Best 1-yr total return (1 Jul 2024)32.72%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.72%
Worst 3-yr total return1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQVGIXCategory
YTD4.03%8.60%
1-month3.24%0.11%
3-month3.24%4.82%
1-year11.90%25.33%
3-year0.63%8.02%
5-year6.50%8.06%
10-year4.67%6.03%
Last bull market16.85%13.54%
Last bear market-11.86%-13.20%

Annual total return (%) history

Year
QVGIXCategory
2024
N/AN/A
2023
15.64%N/A
2022
-17.59%N/A
2021
10.34%N/A
2020
14.42%6.18%
2019
16.35%16.10%
2018
-9.72%-8.26%
2017
14.83%14.79%
2016
4.75%6.04%
2015
0.40%-4.15%
2014
0.10%1.54%
2013
17.79%10.07%
2012
10.17%10.74%
2011
-7.77%-3.99%
2010
13.42%10.58%
2009
32.72%24.37%
2008
-31.64%-28.98%
2007
-3.89%11.39%
2006
10.65%16.61%
2005
2.76%6.56%
2004
10.29%15.24%
2003
30.56%25.32%
2002
-19.92%-2.16%
2001
3.20%-3.23%
2000
7.94%0.23%
1999
11.23%21.83%
1998
28.17%9.68%
1997
31.01%13.17%
1996
17.95%14.59%
1995
28.41%16.98%
1994
1.13%-4.05%
1993
11.77%21.85%
1992
8.53%5.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.97%-0.05%N/AN/A
20237.56%2.63%-4.18%9.32%
2022-6.41%-11.86%-5.51%5.73%
20213.23%4.70%-0.98%3.10%
2020-13.58%11.98%3.33%14.42%
20197.68%2.74%0.44%4.70%
2018-0.86%-0.46%0.21%-8.70%
20175.36%4.13%2.33%2.29%
20160.77%1.86%3.88%-1.75%
20153.54%1.34%-6.51%2.35%
20140.43%1.17%-2.29%0.83%
20135.44%0.01%7.05%4.35%
20127.77%-4.99%4.36%3.10%
20112.76%0.78%-12.74%2.06%
20104.95%-7.52%9.43%6.80%
2009-7.90%19.00%16.61%3.85%
2008-9.71%-2.54%-9.27%-14.38%
2007-0.15%5.87%-1.42%-7.77%
20062.11%-1.79%4.65%5.44%
2005-2.05%2.09%1.05%1.69%
20043.73%0.73%0.00%5.56%
2003-0.15%15.38%3.91%9.06%
2002-2.06%-14.73%-13.51%10.87%
20014.76%2.30%-5.10%1.48%
20000.85%-0.25%1.78%5.43%
19996.42%8.00%-5.80%2.74%
19988.22%1.02%-3.46%21.44%
1997-0.78%11.85%9.33%7.97%
19964.09%3.56%5.24%3.97%
19957.98%9.98%4.96%3.02%
1994-2.24%2.49%3.08%-2.08%
19932.54%1.98%1.00%5.83%
1992-0.67%3.84%2.83%2.33%

Rank in category (by total return)

YTD59
1-month47
3-month50
1-year69
3-year63
5-year37

Load adjusted returns

1-year5.74%
3-year-1.25%
5-year5.30%
10-year4.08%