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Invesco Global Low Volatility Eq Yld R5 (GNDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.800.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.47%
5-year average return4.37%
Number of years up13
Number of years down6
Best 1-yr total return (27 Jun 2024)29.99%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.99%
Worst 3-yr total return-1.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGNDIXCategory
YTD6.69%11.36%
1-month3.19%1.08%
3-month3.96%5.12%
1-year16.50%28.59%
3-year2.63%9.08%
5-year5.46%8.21%
10-year2.44%7.85%
Last bull market14.87%22.28%
Last bear market-9.71%-18.84%

Annual total return (%) history

Year
GNDIXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-11.87%N/A
2021
15.15%N/A
2020
-4.81%4.24%
2019
17.77%18.81%
2018
-10.05%-5.81%
2017
16.27%13.46%
2016
3.67%7.25%
2015
-6.66%-0.37%
2014
0.21%8.01%
2013
29.99%16.58%
2012
13.96%7.95%
2011
-2.44%-0.51%
2010
13.76%12.63%
2009
28.47%30.03%
2008
-43.64%-32.53%
2007
5.58%20.58%
2006
19.40%18.01%
2005
9.97%13.95%
2004
N/A17.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20234.86%2.92%-1.39%6.52%
2022-3.83%-9.71%-9.45%12.09%
20218.68%5.22%-1.33%2.06%
2020-21.83%12.77%1.43%6.46%
20198.80%1.93%1.79%4.33%
2018-2.55%5.48%-1.63%-11.04%
20176.38%3.47%2.95%2.60%
20164.42%0.53%3.09%-4.20%
2015-0.91%-2.00%-8.50%5.05%
20145.31%6.59%-5.80%-5.24%
201310.53%0.63%9.34%6.89%
201211.36%-5.79%5.87%2.60%
20114.96%3.68%-16.81%7.77%
20104.09%-13.18%14.38%10.04%
2009-10.24%20.40%14.34%3.98%
2008-8.77%-2.64%-16.50%-24.01%
20072.71%5.87%1.33%-4.17%
20068.50%-0.59%1.78%8.76%
20051.84%-0.37%4.45%3.77%
20040.54%12.05%N/AN/A

Rank in category (by total return)

YTD48
1-month46
3-month23
1-year45
3-year90
5-year90

Load adjusted returns

1-year16.50%
3-year2.63%
5-year5.46%
10-year2.44%