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Invesco Balanced-Risk Allocation A (ABRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.90+0.01 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.22%
5-year average return3.66%
Number of years up11
Number of years down3
Best 1-yr total return (2 Jun 2024)14.66%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return14.66%
Worst 3-yr total return-0.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABRZXCategory
YTD2.81%9.69%
1-month-2.77%0.97%
3-month1.86%5.21%
1-year6.11%27.45%
3-year-1.04%8.85%
5-year2.99%8.56%
10-year3.49%5.61%
Last bull market14.40%10.63%
Last bear market-9.55%-12.05%

Annual total return (%) history

Year
ABRZXCategory
2024
N/AN/A
2023
5.96%N/A
2022
-14.96%N/A
2021
9.19%N/A
2020
9.20%9.83%
2019
14.66%14.61%
2018
-7.01%-7.70%
2017
9.78%12.63%
2016
10.97%5.99%
2015
-4.68%-5.93%
2014
5.50%2.41%
2013
2.07%8.62%
2012
10.57%9.45%
2011
10.30%-3.36%
2010
12.92%10.53%
2009
N/A20.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20232.55%-0.59%-1.19%5.20%
2022-1.65%-9.55%-7.31%3.13%
20210.98%6.28%-0.33%2.08%
2020-12.14%8.55%3.64%10.48%
20198.23%2.11%0.54%3.19%
2018-1.57%1.03%-1.11%-5.44%
20172.47%-0.46%2.52%4.99%
20161.95%7.74%2.22%-1.16%
20153.30%-2.86%-4.93%-0.08%
20141.36%5.03%-2.71%1.86%
20132.33%-5.42%5.06%0.37%
20125.41%-0.64%5.48%0.08%
20110.54%1.61%2.28%5.56%
20101.53%1.50%7.04%2.37%
20098.05%2.78%N/AN/A

Rank in category (by total return)

YTD40
1-month35
3-month56
1-year64
3-year72
5-year76

Load adjusted returns

1-year0.27%
3-year-2.89%
5-year1.83%
10-year2.91%