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Invesco Global Y (OGLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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104.04-0.65 (-0.62%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.09%
5-year average return10.83%
Number of years up19
Number of years down6
Best 1-yr total return (27 June 2024)39.77%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return39.77%
Worst 3-yr total return0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGLYXCategory
YTD10.94%9.95%
1-month3.91%2.98%
3-month2.02%8.22%
1-year27.07%40.81%
3-year2.59%19.17%
5-year11.88%18.49%
10-year9.27%11.83%
Last bull market30.97%21.12%
Last bear market-18.76%-20.34%

Annual total return (%) history

Year
OGLYXCategory
2024
N/AN/A
2023
34.34%N/A
2022
-31.98%N/A
2021
15.63%N/A
2020
27.90%32.67%
2019
31.87%30.40%
2018
-13.36%-7.79%
2017
36.57%30.22%
2016
0.39%2.42%
2015
4.13%1.26%
2014
2.31%2.65%
2013
27.11%26.44%
2012
21.09%18.01%
2011
-8.46%-6.80%
2010
16.06%15.68%
2009
39.77%39.03%
2008
-40.78%-41.58%
2007
6.34%12.98%
2006
17.83%18.96%
2005
14.20%11.74%
2004
18.96%12.56%
2003
43.40%34.32%
2002
-22.31%-21.99%
2001
-11.66%-16.48%
2000
4.30%-10.78%
1999
59.10%40.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.13%N/AN/AN/A
202313.88%8.18%-4.73%14.46%
2022-16.08%-18.76%-9.38%10.10%
20210.96%10.61%0.34%3.19%
2020-21.76%25.57%10.84%17.46%
201916.92%4.00%-4.13%13.11%
2018-0.07%1.82%1.18%-15.84%
201710.49%8.66%6.14%7.18%
2016-6.44%-1.71%8.95%0.19%
20157.39%2.68%-10.62%5.66%
20140.72%3.87%-2.01%-0.19%
20137.16%0.69%9.49%7.59%
201213.90%-8.10%7.74%7.37%
20115.76%1.69%-20.10%6.54%
20105.99%-12.96%15.44%8.98%
2009-8.75%22.98%18.73%4.90%
2008-10.23%-3.82%-12.13%-21.94%
20071.10%7.42%2.62%-4.58%
20067.50%-3.34%4.44%8.58%
2005-3.37%3.02%9.62%4.65%
20044.37%-1.00%-0.90%16.17%
2003-7.83%21.17%9.67%17.08%
20021.58%-9.16%-18.14%2.85%
2001-14.37%7.44%-17.77%16.78%
200013.53%-3.17%-1.63%-3.55%
19993.86%9.94%2.06%36.52%

Rank in category (by total return)

YTD37
1-month59
3-month54
1-year21
3-year49
5-year46

Load adjusted returns

1-year27.07%
3-year2.59%
5-year11.88%
10-year9.27%