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Invesco Gold & Special Minerals R5 (IOGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.86+0.04 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.51%
5-year average return8.63%
Number of years up2
Number of years down2
Best 1-yr total return (27 Jun 2024)36.66%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.66%
Worst 3-yr total return-4.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOGYXCategory
YTD13.71%-4.69%
1-month6.67%-11.76%
3-month31.30%6.45%
1-year15.64%11.83%
3-year-4.40%16.23%
5-year13.07%5.29%
10-year6.69%-4.43%
Last bull market17.12%-13.05%
Last bear market-32.36%-16.06%

Annual total return (%) history

Year
IOGYXCategory
2024
N/AN/A
2023
6.71%N/A
2022
-16.62%N/A
2021
-2.48%N/A
2020
36.66%34.38%
2019
N/A38.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.58%N/AN/AN/A
202310.50%-4.92%-10.60%13.62%
202213.01%-32.36%-10.15%21.39%
2021-9.69%8.67%-15.60%17.73%
2020-23.60%62.97%10.38%-0.56%
20192.85%14.32%N/AN/A

Rank in category (by total return)

YTD64
1-month60
3-month71
1-year55
3-year45
5-year17

Load adjusted returns

1-year15.64%
3-year-4.40%
5-year13.07%
10-year6.69%