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Invesco Gold & Special Minerals R5 (IOGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.74+0.83 (+3.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.35%
5-year average return9.23%
Number of years up2
Number of years down2
Best 1-yr total return (2 July 2024)36.66%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return36.66%
Worst 3-yr total return-4.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOGYXCategory
YTD8.51%-4.69%
1-month-4.57%-11.76%
3-month5.79%6.45%
1-year10.21%11.83%
3-year-1.37%16.23%
5-year8.63%5.29%
10-year4.38%-4.43%
Last bull market17.12%-13.05%
Last bear market-32.36%-16.06%

Annual total return (%) history

Year
IOGYXCategory
2024
N/AN/A
2023
6.71%N/A
2022
-16.62%N/A
2021
-2.48%N/A
2020
36.66%34.38%
2019
N/A38.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.58%5.79%N/AN/A
202310.50%-4.92%-10.60%13.62%
202213.01%-32.36%-10.15%21.39%
2021-9.69%8.67%-15.60%17.73%
2020-23.60%62.97%10.38%-0.56%
20192.85%14.32%N/AN/A

Rank in category (by total return)

YTD58
1-month39
3-month57
1-year71
3-year41
5-year12

Load adjusted returns

1-year10.21%
3-year-1.37%
5-year8.63%
10-year4.38%