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Invesco Global R5 (GFDDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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106.22+0.79 (+0.75%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.81%
5-year average return10.90%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)34.44%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.44%
Worst 3-yr total return0.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGFDDXCategory
YTD14.14%9.95%
1-month2.85%2.98%
3-month2.69%8.22%
1-year24.52%40.81%
3-year2.69%19.17%
5-year10.96%18.49%
10-year9.36%11.83%
Last bull market31.01%21.12%
Last bear market-18.74%-20.34%

Annual total return (%) history

Year
GFDDXCategory
2024
N/AN/A
2023
34.44%N/A
2022
-31.89%N/A
2021
15.77%N/A
2020
28.13%32.67%
2019
N/A30.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.15%2.69%N/AN/A
202313.88%8.21%-4.70%14.48%
2022-16.05%-18.74%-9.35%10.13%
20210.99%10.65%0.38%3.22%
2020-21.73%25.64%10.89%17.50%
2019-4.10%13.13%N/AN/A

Rank in category (by total return)

YTD28
1-month32
3-month39
1-year19
3-year46
5-year47

Load adjusted returns

1-year24.52%
3-year2.69%
5-year10.96%
10-year9.36%