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Invesco Active Allocation A (OAAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.83+0.02 (+0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.73%
5-year average return5.75%
Number of years up13
Number of years down5
Best 1-yr total return (4 July 2024)27.09%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return27.09%
Worst 3-yr total return1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAAAXCategory
YTD4.97%11.35%
1-month-0.15%0.99%
3-month-1.01%5.92%
1-year10.09%32.83%
3-year-0.15%11.75%
5-year5.80%11.53%
10-year5.41%8.98%
Last bull market19.67%17.67%
Last bear market-12.76%-15.71%

Annual total return (%) history

Year
OAAAXCategory
2024
N/AN/A
2023
13.52%N/A
2022
-19.32%N/A
2021
13.92%N/A
2020
13.04%13.51%
2019
23.28%21.35%
2018
-9.66%-7.93%
2017
19.37%15.80%
2016
4.35%7.93%
2015
-1.12%-2.77%
2014
4.31%5.71%
2013
21.64%21.31%
2012
13.12%13.42%
2011
-5.14%-3.80%
2010
14.65%13.49%
2009
27.09%29.37%
2008
-40.47%-34.34%
2007
5.47%7.43%
2006
13.93%13.07%
2005
N/A7.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.04%-1.01%N/AN/A
20234.79%3.29%-4.20%9.47%
2022-9.01%-12.76%-5.88%8.00%
20214.29%5.48%-0.74%4.34%
2020-21.28%17.76%5.67%15.40%
201911.51%3.26%-0.54%7.64%
2018-0.48%0.48%2.47%-11.83%
20176.15%4.19%3.73%4.05%
2016-0.67%0.84%5.01%-0.80%
20152.20%0.64%-7.36%3.78%
20140.67%3.93%-2.17%1.91%
20136.36%0.09%7.20%6.58%
20129.11%-4.02%6.23%1.69%
20113.65%0.70%-13.39%4.92%
20104.03%-7.74%10.74%7.88%
2009-9.24%17.73%13.81%4.51%
2008-8.08%0.37%-11.86%-26.79%
20072.45%4.54%2.68%-4.10%
20065.74%-2.22%4.00%5.96%
20055.61%1.13%N/AN/A

Rank in category (by total return)

YTD88
1-month89
3-month83
1-year88
3-year94
5-year91

Load adjusted returns

1-year4.03%
3-year-2.01%
5-year4.61%
10-year4.81%