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Invesco Global Small & Mid Cap Gr R5 (GAIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.72+0.42 (+3.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return10.78%
5-year average return5.25%
Number of years up8
Number of years down4
Best 1-yr total return (3 Feb 2019)48.81%
Worst 1-yr total return (3 Feb 2019)-49.73%
Best 3-yr total return48.81%
Worst 3-yr total return-3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAIIXCategory
YTD-22.76%12.99%
1-month-15.25%1.30%
3-month-22.76%6.38%
1-year-13.13%53.27%
3-year-1.29%14.94%
5-year0.34%15.72%
10-year5.12%9.30%
Last bull market18.97%18.45%
Last bear market-21.78%-25.47%

Annual total return (%) history

Year
GAIIXCategory
2020
N/A24.89%
2019
25.93%26.49%
2018
-14.19%-14.25%
2017
24.54%25.44%
2016
1.82%9.32%
2015
-2.11%-1.23%
2014
5.00%-0.42%
2013
24.55%30.99%
2012
17.99%18.46%
2011
-9.21%-11.76%
2010
20.08%20.56%
2009
48.81%47.20%
2008
-49.73%-44.69%
2007
N/A9.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-22.76%N/AN/AN/A
201911.98%4.72%1.48%5.82%
2018-2.19%0.26%0.78%-13.17%
20178.09%6.19%5.83%2.52%
2016-1.35%1.13%5.98%-3.70%
20151.87%3.56%-11.48%4.83%
20143.23%6.79%-3.64%-1.15%
20137.11%0.57%9.26%5.84%
201213.61%-5.46%4.83%4.79%
20114.48%0.86%-17.95%5.01%
20105.83%-8.77%16.95%6.34%
2009-5.08%24.93%19.10%5.38%
2008-13.43%-2.19%-19.16%-26.56%
20070.73%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month21
3-month25
1-year34
3-year60
5-year59

Load adjusted returns

1-year-13.13%
3-year-1.29%
5-year0.34%
10-year5.12%