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Invesco Select Risk: Growth Investor A (AADAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.17+0.02 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.64%
5-year average return5.46%
Number of years up14
Number of years down5
Best 1-yr total return (4 Jul 2024)31.22%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.22%
Worst 3-yr total return1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAADAXCategory
YTD4.87%11.35%
1-month-0.13%0.99%
3-month-1.05%5.92%
1-year10.08%32.83%
3-year-0.00%11.75%
5-year5.37%11.53%
10-year4.85%8.98%
Last bull market19.65%17.67%
Last bear market-12.52%-15.71%

Annual total return (%) history

Year
AADAXCategory
2024
N/AN/A
2023
13.41%N/A
2022
-18.79%N/A
2021
13.55%N/A
2020
11.87%13.51%
2019
20.59%21.35%
2018
-8.27%-7.93%
2017
15.76%15.80%
2016
9.08%7.93%
2015
-4.68%-2.77%
2014
4.35%5.71%
2013
15.37%21.31%
2012
14.68%13.42%
2011
-1.13%-3.80%
2010
12.91%13.49%
2009
31.22%29.37%
2008
-40.62%-34.34%
2007
7.75%7.43%
2006
16.63%13.07%
2005
10.24%7.35%
2004
N/A10.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.99%-1.05%N/AN/A
20234.72%3.18%-4.08%9.43%
2022-8.96%-12.52%-5.81%8.26%
20214.18%5.29%-0.69%4.25%
2020-20.58%15.95%5.64%15.00%
201910.37%3.22%-0.18%6.05%
2018-0.87%0.69%2.56%-10.39%
20174.67%2.50%4.03%3.72%
20161.76%1.73%3.17%2.14%
20151.51%-0.85%-7.62%2.52%
20141.62%4.48%-2.70%1.01%
20135.59%-1.66%6.03%4.79%
20129.79%-3.40%5.98%2.03%
20113.33%0.71%-11.35%7.16%
20103.29%-8.60%11.31%7.44%
2009-8.51%19.44%14.74%4.65%
2008-10.42%-0.71%-12.82%-23.43%
20072.48%5.61%1.82%-2.22%
20067.61%-2.51%3.04%7.89%
2005-1.60%2.44%5.37%3.79%
2004-2.31%11.45%N/AN/A

Rank in category (by total return)

YTD89
1-month88
3-month84
1-year88
3-year94
5-year95

Load adjusted returns

1-year4.03%
3-year-1.87%
5-year4.18%
10-year4.26%