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Invesco Balanced-Risk Allocation C (ABRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.14+0.06 (+0.74%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.65%
5-year average return2.41%
Number of years up11
Number of years down3
Best 1-yr total return (1 May 2024)13.78%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return13.78%
Worst 3-yr total return-1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABRCXCategory
YTD5.42%9.69%
1-month3.59%0.97%
3-month5.42%5.21%
1-year8.31%27.45%
3-year0.23%8.85%
5-year2.99%8.56%
10-year3.10%5.61%
Last bull market21.84%10.63%
Last bear market-9.67%-12.05%

Annual total return (%) history

Year
ABRCXCategory
2024
N/AN/A
2023
5.29%N/A
2022
-15.67%N/A
2021
8.38%N/A
2020
8.48%9.83%
2019
13.78%14.61%
2018
-7.72%-7.70%
2017
8.83%12.63%
2016
10.24%5.99%
2015
-5.43%-5.93%
2014
4.78%2.41%
2013
1.29%8.62%
2012
9.70%9.45%
2011
9.50%-3.36%
2010
12.11%10.53%
2009
N/A20.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.42%N/AN/AN/A
20232.49%-0.77%-1.42%5.02%
2022-1.88%-9.67%-7.47%2.83%
20210.76%6.19%-0.53%1.84%
2020-12.24%8.37%3.43%10.28%
20198.05%1.94%0.38%2.91%
2018-1.74%0.88%-1.36%-5.63%
20172.16%-0.67%2.42%4.71%
20161.81%7.51%2.02%-1.28%
20153.05%-3.04%-5.11%-0.25%
20141.23%4.76%-2.89%1.75%
20132.13%-5.54%4.85%0.14%
20125.15%-0.82%5.27%-0.08%
20110.36%1.36%2.14%5.39%
20101.34%1.32%6.91%2.12%
20097.85%2.52%N/AN/A

Rank in category (by total return)

YTD55
1-month20
3-month55
1-year77
3-year79
5-year84

Load adjusted returns

1-year7.31%
3-year0.23%
5-year2.99%
10-year3.10%