UK markets closed

Invesco Health Care C (GTHCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.57-0.09 (-0.44%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.40%
5-year average return7.32%
Number of years up19
Number of years down5
Best 1-yr total return (27 Jun 2024)41.45%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return41.45%
Worst 3-yr total return-0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTHCXCategory
YTD10.00%7.95%
1-month3.44%4.81%
3-month2.29%7.18%
1-year14.57%30.16%
3-year2.22%16.10%
5-year8.43%15.71%
10-year6.40%15.27%
Last bull market21.23%23.06%
Last bear market-11.00%-13.88%

Annual total return (%) history

Year
GTHCXCategory
2024
N/AN/A
2023
2.23%N/A
2022
-14.15%N/A
2021
11.35%N/A
2020
13.58%27.63%
2019
30.99%26.23%
2018
-0.27%-0.40%
2017
14.57%24.31%
2016
-12.35%-10.60%
2015
2.22%8.05%
2014
19.44%27.25%
2013
41.45%48.17%
2012
19.88%21.55%
2011
3.42%7.66%
2010
3.82%8.38%
2009
26.53%22.48%
2008
-28.92%-23.43%
2007
10.70%9.27%
2006
3.57%4.27%
2005
7.94%9.64%
2004
8.62%9.84%
2003
20.79%32.51%
2002
-23.01%-28.13%
2001
4.19%-11.26%
2000
51.34%56.75%
1999
N/A18.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.16%N/AN/AN/A
2023-2.79%5.34%-6.27%6.52%
2022-8.44%-11.00%-4.77%10.63%
2021-2.97%7.73%0.58%5.90%
2020-16.66%16.38%5.33%11.18%
201911.56%2.91%-4.46%19.43%
2018-2.79%5.78%11.60%-13.09%
20178.68%4.65%4.48%-3.59%
2016-13.11%3.42%3.83%-6.06%
20158.36%2.73%-13.23%5.83%
20143.86%5.04%4.43%4.85%
201314.90%3.36%8.69%9.58%
201212.58%-0.31%6.56%0.24%
20117.90%6.25%-14.63%5.67%
20104.70%-12.41%8.49%4.35%
2009-4.90%13.24%10.50%6.32%
2008-9.83%0.04%-3.19%-18.60%
20071.94%3.62%2.55%2.19%
20064.85%-7.64%5.28%1.59%
2005-6.37%4.75%8.13%1.77%
20042.83%-1.09%-1.93%8.90%
2003-5.64%14.51%1.82%9.79%
2002-2.32%-8.73%-8.43%-5.70%
2001-8.71%15.16%-5.94%5.36%
20005.70%11.54%14.20%12.40%
1999-0.98%-8.39%6.45%N/A

Rank in category (by total return)

YTD3
1-month27
3-month7
1-year15
3-year38
5-year60

Load adjusted returns

1-year13.57%
3-year2.22%
5-year8.43%
10-year6.40%