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Invesco Macro Allocation Strategy R6 (GMSLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.86+0.01 (+0.13%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.53%
5-year average return-0.16%
Number of years up7
Number of years down3
Best 1-yr total return (21 May 2024)9.29%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return9.29%
Worst 3-yr total return-2.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMSLXCategory
YTD4.66%4.43%
1-month-0.76%0.25%
3-month2.48%2.85%
1-year6.09%11.96%
3-year-1.51%4.46%
5-year-0.59%3.69%
10-year2.07%2.51%
Last bull market7.33%6.81%
Last bear market-3.11%-4.99%

Annual total return (%) history

Year
GMSLXCategory
2024
N/AN/A
2023
1.50%N/A
2022
-11.84%N/A
2021
2.89%N/A
2020
3.64%4.54%
2019
3.93%8.10%
2018
-3.50%-3.33%
2017
7.51%5.28%
2016
9.29%2.01%
2015
-3.13%-3.07%
2014
4.87%4.12%
2013
N/A4.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
2023-0.93%-0.54%2.16%0.83%
2022-5.86%-3.11%-2.31%-1.05%
20210.22%2.30%-2.04%2.44%
2020-8.43%-0.25%3.99%9.11%
20193.18%-0.64%1.07%0.30%
2018-1.37%2.35%-0.84%-3.61%
20170.43%-0.43%2.28%5.12%
2016-0.42%5.11%2.98%1.39%
20151.27%-7.36%0.52%2.71%
2014-3.57%4.62%-1.67%5.71%
20132.14%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month57
3-month62
1-year62
3-year97
5-year95

Load adjusted returns

1-year6.09%
3-year-1.51%
5-year-0.59%
10-year2.07%