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Invesco Growth and Income R5 (ACGQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.68+0.01 (+0.07%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.52%
5-year average return10.55%
Number of years up9
Number of years down4
Best 1-yr total return (26 Jun 2024)34.31%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return34.31%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACGQXCategory
YTD8.14%4.44%
1-month2.15%-4.04%
3-month3.16%4.09%
1-year24.75%14.37%
3-year6.95%6.04%
5-year11.96%9.20%
10-year9.02%8.57%
Last bull market25.09%22.97%
Last bear market-13.96%-11.27%

Annual total return (%) history

Year
ACGQXCategory
2024
N/AN/A
2023
12.82%11.63%
2022
-5.62%-5.90%
2021
29.09%26.22%
2020
2.64%2.91%
2019
25.71%25.04%
2018
-13.20%-8.53%
2017
14.57%15.94%
2016
20.25%14.81%
2015
-2.79%-4.05%
2014
10.53%10.21%
2013
34.31%31.21%
2012
14.99%14.57%
2011
-1.72%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.51%N/AN/AN/A
2023-0.59%5.10%-1.77%9.93%
20221.14%-13.96%-3.55%12.44%
202113.76%5.24%0.41%7.39%
2020-31.41%16.80%4.71%22.36%
201912.67%3.48%0.12%7.69%
2018-2.64%1.46%4.44%-15.86%
20172.52%2.18%4.38%4.78%
2016-2.30%3.25%7.49%10.90%
2015-0.52%2.66%-9.34%5.00%
20142.45%4.36%1.05%2.30%
201312.59%4.55%4.77%8.90%
201210.01%-2.09%6.34%0.40%
20115.47%-0.68%-16.38%12.20%
201010.21%11.63%N/AN/A

Rank in category (by total return)

YTD43
1-month84
3-month66
1-year32
3-year38
5-year39

Load adjusted returns

1-year24.75%
3-year6.95%
5-year11.96%
10-year9.02%