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Invesco Global Allocation R5 (GLALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.30-0.02 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.32%
5-year average return6.28%
Number of years up3
Number of years down1
Best 1-yr total return (24 June 2024)16.08%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return16.08%
Worst 3-yr total return1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGLALXCategory
YTD4.16%8.60%
1-month3.21%0.11%
3-month3.32%4.82%
1-year12.27%25.33%
3-year1.01%8.02%
5-year6.92%8.06%
10-year4.88%6.03%
Last bull market17.00%13.54%
Last bear market-11.77%-13.20%

Annual total return (%) history

Year
GLALXCategory
2024
N/AN/A
2023
16.08%N/A
2022
-17.28%N/A
2021
10.76%N/A
2020
14.99%6.18%
2019
N/A16.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.05%N/AN/AN/A
20237.64%2.72%-4.09%9.46%
2022-6.32%-11.77%-5.46%5.86%
20213.30%4.80%-0.85%3.18%
2020-13.46%12.13%3.37%14.62%
20190.56%4.81%N/AN/A

Rank in category (by total return)

YTD57
1-month50
3-month46
1-year67
3-year56
5-year31

Load adjusted returns

1-year12.27%
3-year1.01%
5-year6.92%
10-year4.88%