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Invesco Gold & Special Minerals R6 (OGMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.10+0.04 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.52%
5-year average return8.69%
Number of years up5
Number of years down6
Best 1-yr total return (27 Jun 2024)49.39%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return49.39%
Worst 3-yr total return-29.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGMIXCategory
YTD13.66%-4.69%
1-month6.65%-11.76%
3-month31.32%6.45%
1-year15.66%11.83%
3-year-4.34%16.23%
5-year13.12%5.29%
10-year6.95%-4.43%
Last bull market17.18%-13.05%
Last bear market-32.34%-16.06%

Annual total return (%) history

Year
OGMIXCategory
2024
N/AN/A
2023
6.82%N/A
2022
-16.54%N/A
2021
-2.46%N/A
2020
36.64%34.38%
2019
46.97%38.98%
2018
-12.76%-17.80%
2017
17.62%11.33%
2016
49.39%54.81%
2015
-22.79%-23.25%
2014
-14.96%-10.03%
2013
-47.56%-48.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.55%N/AN/AN/A
202310.53%-4.95%-10.55%13.66%
202213.04%-32.34%-10.10%21.39%
2021-9.68%8.67%-15.60%17.74%
2020-23.58%62.88%10.40%-0.57%
20199.15%14.48%2.83%14.39%
2018-8.22%2.64%-11.68%4.87%
201714.02%-1.33%3.24%1.27%
201636.01%40.03%2.01%-23.10%
2015-5.38%-1.40%-18.42%1.45%
20146.87%13.53%-20.58%-11.75%
2013-18.67%-35.64%12.96%-11.31%

Rank in category (by total return)

YTD65
1-month61
3-month70
1-year55
3-year43
5-year12

Load adjusted returns

1-year15.66%
3-year-4.34%
5-year13.12%
10-year6.95%