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Invesco Growth and Income R (ACGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.10+0.07 (+0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.98%
5-year average return10.18%
Number of years up16
Number of years down5
Best 1-yr total return (9 May 2024)33.54%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return33.54%
Worst 3-yr total return3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACGLXCategory
YTD5.63%17.52%
1-month-4.29%-0.87%
3-month5.47%5.51%
1-year17.20%42.88%
3-year6.45%11.93%
5-year9.07%12.07%
10-year8.33%10.95%
Last bull market24.81%23.18%
Last bear market-14.13%-17.87%

Annual total return (%) history

Year
ACGLXCategory
2024
N/AN/A
2023
12.25%N/A
2022
-6.12%N/A
2021
28.32%N/A
2020
2.07%2.91%
2019
24.97%25.04%
2018
-13.71%-8.53%
2017
13.91%15.94%
2016
19.54%14.81%
2015
-3.39%-4.05%
2014
9.86%10.21%
2013
33.54%31.21%
2012
14.29%14.57%
2011
-2.33%-0.75%
2010
12.37%13.66%
2009
23.94%24.13%
2008
-32.34%-37.09%
2007
2.24%1.42%
2006
15.76%18.15%
2005
9.60%5.95%
2004
13.58%12.97%
2003
27.31%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.36%N/AN/AN/A
2023-0.73%4.96%-1.90%9.83%
20221.05%-14.13%-3.64%12.29%
202113.57%5.09%0.26%7.24%
2020-31.49%16.57%4.61%22.17%
201912.52%3.34%-0.02%7.50%
2018-2.79%1.31%4.29%-15.99%
20172.38%2.00%4.27%4.62%
2016-2.45%3.10%7.34%10.74%
2015-0.67%2.51%-9.52%4.87%
20142.30%4.17%0.94%2.14%
201312.43%4.40%4.62%8.75%
20129.85%-2.25%6.17%0.25%
20115.34%-0.85%-16.52%12.02%
20107.15%-14.41%10.01%11.38%
2009-13.34%14.06%21.53%3.16%
2008-9.65%-3.26%-3.36%-19.91%
2007-0.07%7.31%-1.58%-3.11%
20062.83%-0.00%5.82%6.39%
2005-0.15%2.32%5.66%1.54%
20041.64%1.46%0.20%9.93%
2003-5.05%16.10%2.31%12.88%

Rank in category (by total return)

YTD26
1-month61
3-month19
1-year31
3-year43
5-year54

Load adjusted returns

1-year17.20%
3-year6.45%
5-year9.07%
10-year8.33%