Australia markets closed

Invesco Global C (OGLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
84.07-0.54 (-0.64%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.52%
5-year average return9.72%
Number of years up21
Number of years down7
Best 1-yr total return (27 June 2024)38.16%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return38.16%
Worst 3-yr total return-0.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGLCXCategory
YTD10.48%9.95%
1-month3.83%2.98%
3-month1.75%8.22%
1-year25.80%40.81%
3-year1.57%19.17%
5-year10.76%18.49%
10-year8.18%11.83%
Last bull market30.41%21.12%
Last bear market-18.96%-20.34%

Annual total return (%) history

Year
OGLCXCategory
2024
N/AN/A
2023
33.02%N/A
2022
-32.66%N/A
2021
14.48%N/A
2020
26.63%32.67%
2019
30.57%30.40%
2018
-14.21%-7.79%
2017
35.20%30.22%
2016
-0.60%2.42%
2015
3.10%1.26%
2014
1.29%2.65%
2013
25.89%26.44%
2012
19.87%18.01%
2011
-9.37%-6.80%
2010
14.81%15.68%
2009
38.16%39.03%
2008
-41.47%-41.58%
2007
5.17%12.98%
2006
16.50%18.96%
2005
12.96%11.74%
2004
17.76%12.56%
2003
41.97%34.32%
2002
-23.04%-21.99%
2001
-12.48%-16.48%
2000
3.26%-10.78%
1999
57.27%40.28%
1998
11.84%17.98%
1997
20.84%15.84%
1996
16.48%18.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.84%N/AN/AN/A
202313.60%7.91%-4.96%14.18%
2022-16.30%-18.96%-9.60%9.82%
20210.71%10.33%0.10%2.94%
2020-21.95%25.24%10.56%17.17%
201916.64%3.75%-4.37%12.84%
2018-0.32%1.56%0.93%-16.05%
201710.21%8.39%5.87%6.91%
2016-6.68%-1.95%8.68%-0.04%
20157.12%2.42%-10.83%5.39%
20140.47%3.61%-2.26%-0.45%
20136.91%0.40%9.28%7.32%
201213.63%-8.34%7.48%7.09%
20115.51%1.43%-20.30%6.24%
20105.68%-13.18%15.14%8.68%
2009-8.99%22.61%18.36%4.61%
2008-10.47%-4.09%-12.40%-22.19%
20070.83%7.13%2.34%-4.86%
20067.21%-3.62%4.14%8.27%
2005-3.61%2.72%9.33%4.35%
20044.11%-1.25%-1.15%15.88%
2003-8.07%20.88%9.41%16.76%
20021.33%-9.37%-18.33%2.60%
2001-14.56%7.13%-17.92%16.48%
200013.23%-3.45%-1.87%-3.74%
19993.54%9.64%1.78%36.12%
199811.00%1.26%-17.27%20.28%
19974.09%11.55%8.16%-3.79%
19964.64%3.81%2.22%4.90%

Rank in category (by total return)

YTD41
1-month61
3-month59
1-year30
3-year58
5-year64

Load adjusted returns

1-year24.80%
3-year1.57%
5-year10.76%
10-year8.18%