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Invesco Gold & Special Minerals C (OGMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.78+0.74 (+3.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.72%
5-year average return8.02%
Number of years up15
Number of years down13
Best 1-yr total return (2 Jul 2024)77.94%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return77.94%
Worst 3-yr total return-30.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGMCXCategory
YTD7.95%-4.69%
1-month-4.59%-11.76%
3-month5.51%6.45%
1-year9.07%11.83%
3-year-2.44%16.23%
5-year7.44%5.29%
10-year3.41%-4.43%
Last bull market16.60%-13.05%
Last bear market-32.56%-16.06%

Annual total return (%) history

Year
OGMCXCategory
2024
N/AN/A
2023
5.59%N/A
2022
-17.51%N/A
2021
-3.61%N/A
2020
35.10%34.38%
2019
45.25%38.98%
2018
-13.81%-17.80%
2017
16.30%11.33%
2016
47.52%54.81%
2015
-23.72%-23.25%
2014
-15.96%-10.03%
2013
-48.26%-48.80%
2012
-9.79%-9.20%
2011
-26.18%-20.68%
2010
53.32%41.56%
2009
77.94%52.56%
2008
-39.58%-29.85%
2007
29.30%23.19%
2006
42.51%31.64%
2005
31.06%30.81%
2004
-5.07%-8.21%
2003
58.53%57.15%
2002
41.47%63.93%
2001
18.79%19.57%
2000
-15.78%-16.92%
1999
14.56%6.16%
1998
-2.04%-10.42%
1997
-32.39%-41.17%
1996
5.26%10.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.31%5.51%N/AN/A
202310.25%-5.21%-10.85%13.34%
202212.77%-32.56%-10.33%20.98%
2021-9.95%8.38%-15.86%17.39%
2020-23.81%62.51%10.06%-0.86%
20198.90%14.08%2.53%14.03%
2018-8.53%2.38%-11.93%4.49%
201713.73%-1.65%2.95%0.99%
201635.54%39.60%1.75%-23.38%
2015-5.69%-1.68%-18.67%1.15%
20146.54%13.13%-20.77%-12.00%
2013-18.90%-35.86%12.48%-11.56%
2012-1.68%-14.61%25.36%-14.29%
2011-2.98%-7.47%-11.14%-7.45%
20101.89%8.65%19.11%16.26%
200913.94%12.28%24.31%11.89%
20082.65%5.82%-36.68%-12.16%
20075.29%3.86%18.22%0.02%
200624.53%0.11%-4.70%19.95%
2005-1.82%-0.22%16.88%14.46%
2004-5.08%-15.28%14.94%2.71%
2003-14.28%15.37%25.83%27.38%
200229.04%4.63%-4.65%9.90%
2001-3.17%17.92%-1.33%5.44%
2000-14.71%-1.70%-4.85%5.58%
1999-1.53%7.67%18.47%-8.79%
199810.50%-15.42%6.31%-1.40%
1997-3.62%-5.34%1.51%-27.00%
199613.58%-5.10%-1.13%-1.22%

Rank in category (by total return)

YTD65
1-month41
3-month59
1-year76
3-year54
5-year29

Load adjusted returns

1-year8.07%
3-year-2.44%
5-year7.44%
10-year3.41%