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Invesco Health Care Invstor (GTHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.93-0.24 (-0.60%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.41%
5-year average return7.60%
Number of years up15
Number of years down3
Best 1-yr total return (2 Jul 2024)42.53%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return42.53%
Worst 3-yr total return-0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTHIXCategory
YTD12.83%7.95%
1-month2.28%4.81%
3-month2.25%7.18%
1-year13.12%30.16%
3-year2.43%16.10%
5-year8.14%15.71%
10-year7.04%15.27%
Last bull market21.58%23.06%
Last bear market-10.87%-13.88%

Annual total return (%) history

Year
GTHIXCategory
2024
N/AN/A
2023
3.05%N/A
2022
-13.53%N/A
2021
12.19%N/A
2020
14.44%27.63%
2019
31.99%26.23%
2018
0.46%-0.40%
2017
15.46%24.31%
2016
-11.71%-10.60%
2015
2.98%8.05%
2014
20.36%27.25%
2013
42.53%48.17%
2012
20.77%21.55%
2011
4.18%7.66%
2010
4.62%8.38%
2009
27.45%22.48%
2008
-28.36%-23.43%
2007
11.52%9.27%
2006
4.36%4.27%
2005
N/A9.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.35%2.25%N/AN/A
2023-2.56%5.49%-6.10%6.76%
2022-8.28%-10.87%-4.53%10.80%
2021-2.77%7.95%0.76%6.09%
2020-16.52%16.61%5.56%11.36%
201911.78%3.10%-4.27%19.65%
2018-2.61%5.98%11.80%-12.93%
20178.93%4.82%4.65%-3.38%
2016-12.95%3.61%4.03%-5.89%
20158.55%2.92%-13.06%6.02%
20144.05%5.24%4.62%5.06%
201315.12%3.53%8.95%9.76%
201212.79%-0.10%6.72%0.42%
20118.12%6.40%-14.48%5.88%
20104.89%-12.24%8.68%4.58%
2009-4.79%13.52%10.71%6.51%
2008-9.67%0.23%-2.99%-18.44%
20072.11%3.82%2.75%2.38%
20065.04%-7.49%5.46%1.82%
20051.97%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month41
3-month7
1-year16
3-year32
5-year46

Load adjusted returns

1-year13.12%
3-year2.43%
5-year8.14%
10-year7.04%