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Invesco Macro Allocation Strategy Y (GMSHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.86+0.04 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.52%
5-year average return0.03%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)9.40%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return9.40%
Worst 3-yr total return-2.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMSHXCategory
YTD3.59%4.43%
1-month-1.14%0.25%
3-month-1.77%2.85%
1-year6.56%11.96%
3-year-2.38%4.46%
5-year0.06%3.69%
10-year1.62%2.51%
Last bull market7.32%6.81%
Last bear market-3.11%-4.99%

Annual total return (%) history

Year
GMSHXCategory
2024
N/AN/A
2023
1.50%N/A
2022
-11.83%N/A
2021
2.89%N/A
2020
3.52%4.54%
2019
4.04%8.10%
2018
-3.50%-3.33%
2017
7.50%5.28%
2016
9.40%2.01%
2015
-3.13%-3.07%
2014
4.87%4.12%
2013
6.68%4.79%
2012
N/A7.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.45%-1.77%N/AN/A
2023-0.80%-0.54%2.15%0.70%
2022-5.74%-3.11%-2.44%-1.05%
20210.33%2.19%-2.03%2.44%
2020-8.52%-0.25%4.11%8.97%
20193.18%-0.74%1.18%0.41%
2018-1.37%2.35%-0.84%-3.60%
20170.43%-0.43%2.28%5.11%
2016-0.31%5.10%2.97%1.39%
20151.27%-7.36%0.52%2.71%
2014-3.57%4.62%-1.67%5.71%
20133.66%-2.67%3.53%2.14%
20120.90%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month95
3-month74
1-year59
3-year94
5-year93

Load adjusted returns

1-year6.56%
3-year-2.38%
5-year0.06%
10-year1.62%