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Invesco Select Risk: Growth Investor R (AADRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.04-0.07 (-0.46%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.32%
5-year average return5.97%
Number of years up14
Number of years down5
Best 1-yr total return (21 May 2024)30.81%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return30.81%
Worst 3-yr total return0.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAADRXCategory
YTD1.54%11.35%
1-month-4.10%0.99%
3-month2.18%5.92%
1-year8.65%32.83%
3-year-0.69%11.75%
5-year4.63%11.53%
10-year4.64%8.98%
Last bull market19.52%17.67%
Last bear market-12.56%-15.71%

Annual total return (%) history

Year
AADRXCategory
2024
N/AN/A
2023
13.23%N/A
2022
-19.04%N/A
2021
13.24%N/A
2020
11.64%13.51%
2019
20.26%21.35%
2018
-8.49%-7.93%
2017
15.43%15.80%
2016
8.82%7.93%
2015
-4.89%-2.77%
2014
4.09%5.71%
2013
15.08%21.31%
2012
14.32%13.42%
2011
-1.32%-3.80%
2010
12.61%13.49%
2009
30.81%29.37%
2008
-40.70%-34.34%
2007
7.51%7.43%
2006
16.34%13.07%
2005
10.01%7.35%
2004
N/A10.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.88%N/AN/AN/A
20234.74%3.11%-4.17%9.41%
2022-8.99%-12.56%-5.91%8.12%
20214.12%5.24%-0.81%4.18%
2020-20.57%15.83%5.59%14.92%
201910.32%3.16%-0.25%5.93%
2018-0.94%0.69%2.44%-10.45%
20174.54%2.51%3.91%3.66%
20161.68%1.66%3.19%2.02%
20151.51%-0.92%-7.72%2.48%
20141.62%4.35%-2.78%0.96%
20135.52%-1.67%5.97%4.66%
20129.71%-3.49%5.91%1.95%
20113.35%0.55%-11.39%7.16%
20103.31%-8.73%11.26%7.34%
2009-8.67%19.41%14.71%4.56%
2008-10.44%-0.79%-12.94%-23.35%
20072.48%5.48%1.76%-2.26%
20067.62%-2.59%2.97%7.77%
2005-1.69%2.44%5.30%3.74%
2004-2.41%11.42%N/AN/A

Rank in category (by total return)

YTD88
1-month88
3-month72
1-year87
3-year95
5-year94

Load adjusted returns

1-year8.65%
3-year-0.69%
5-year4.63%
10-year4.64%