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Invesco Active Allocation R5 (PAAJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.67-0.04 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.98%
5-year average return6.06%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)14.19%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return14.19%
Worst 3-yr total return1.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAAJXCategory
YTD5.13%11.35%
1-month3.31%0.99%
3-month2.62%5.92%
1-year14.98%32.83%
3-year0.54%11.75%
5-year7.19%11.53%
10-year5.88%8.98%
Last bull market19.68%17.67%
Last bear market-12.63%-15.71%

Annual total return (%) history

Year
PAAJXCategory
2024
N/AN/A
2023
13.89%N/A
2022
-19.08%N/A
2021
14.19%N/A
2020
13.29%13.51%
2019
N/A21.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.97%N/AN/AN/A
20234.89%3.37%-4.12%9.55%
2022-8.97%-12.63%-5.80%8.01%
20214.36%5.55%-0.68%4.38%
2020-21.30%17.87%5.74%15.49%
2019-0.54%7.79%N/AN/A

Rank in category (by total return)

YTD82
1-month67
3-month59
1-year85
3-year93
5-year87

Load adjusted returns

1-year14.98%
3-year0.54%
5-year7.19%
10-year5.88%