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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.98%
5-year average return
6.06%
Number of years up
3
Number of years down
1
Best 1-yr total return (27 Jun 2024)
14.19%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
14.19%
Worst 3-yr total return
1.54%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PAAJX
Category
YTD
5.13%
11.35%
1-month
3.31%
0.99%
3-month
2.62%
5.92%
1-year
14.98%
32.83%
3-year
0.54%
11.75%
5-year
7.19%
11.53%
10-year
5.88%
8.98%
Last bull market
19.68%
17.67%
Last bear market
-12.63%
-15.71%
Annual total return (%) history
Year
PAAJX
Category
2024
N/A
N/A
2023
13.89%
N/A
2022
-19.08%
N/A
2021
14.19%
N/A
2020
13.29%
13.51%
2019
N/A
21.35%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.97%
N/A
N/A
N/A
2023
4.89%
3.37%
-4.12%
9.55%
2022
-8.97%
-12.63%
-5.80%
8.01%
2021
4.36%
5.55%
-0.68%
4.38%
2020
-21.30%
17.87%
5.74%
15.49%
2019
-0.54%
7.79%
N/A
N/A
Rank in category (by total return)
YTD
82
1-month
67
3-month
59
1-year
85
3-year
93
5-year
87
Load adjusted returns
1-year
14.98%
3-year
0.54%
5-year
7.19%
10-year
5.88%
Data disclaimer
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