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Invesco Balanced-Risk Allocation Y (ABRYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.29-0.08 (-0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.93%
5-year average return4.20%
Number of years up11
Number of years down3
Best 1-yr total return (21 May 2024)14.91%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return14.91%
Worst 3-yr total return-0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABRYXCategory
YTD2.85%9.69%
1-month-2.70%0.97%
3-month1.92%5.21%
1-year6.35%27.45%
3-year-0.80%8.85%
5-year3.25%8.56%
10-year3.74%5.61%
Last bull market14.43%10.63%
Last bear market-9.43%-12.05%

Annual total return (%) history

Year
ABRYXCategory
2024
N/AN/A
2023
6.34%N/A
2022
-14.82%N/A
2021
9.46%N/A
2020
9.50%9.83%
2019
14.91%14.61%
2018
-6.73%-7.70%
2017
9.95%12.63%
2016
11.35%5.99%
2015
-4.51%-5.93%
2014
5.83%2.41%
2013
2.29%8.62%
2012
10.83%9.45%
2011
10.53%-3.36%
2010
13.28%10.53%
2009
N/A20.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.70%N/AN/AN/A
20232.72%-0.58%-1.04%5.22%
2022-1.61%-9.43%-7.35%3.17%
20211.05%6.33%-0.24%2.12%
2020-12.11%8.61%3.77%10.55%
20198.29%2.16%0.62%3.22%
2018-1.46%1.11%-1.10%-5.36%
20172.44%-0.37%2.67%4.92%
20162.03%7.84%2.28%-1.05%
20153.35%-2.83%-4.88%-0.05%
20141.51%4.97%-2.60%1.97%
20132.39%-5.38%5.11%0.45%
20125.46%-0.64%5.53%0.22%
20110.54%1.69%2.36%5.63%
20101.53%1.60%7.21%2.44%
20098.05%2.89%N/AN/A

Rank in category (by total return)

YTD39
1-month35
3-month54
1-year63
3-year69
5-year69

Load adjusted returns

1-year6.35%
3-year-0.80%
5-year3.25%
10-year3.74%