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Invesco Gold & Special Minerals R (OGMNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.45+0.04 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.21%
5-year average return7.97%
Number of years up12
Number of years down10
Best 1-yr total return (27 Jun 2024)78.66%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return78.66%
Worst 3-yr total return-30.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGMNXCategory
YTD13.38%-4.69%
1-month6.59%-11.76%
3-month31.11%6.45%
1-year14.91%11.83%
3-year-4.97%16.23%
5-year12.37%5.29%
10-year6.23%-4.43%
Last bull market16.87%-13.05%
Last bear market-32.48%-16.06%

Annual total return (%) history

Year
OGMNXCategory
2024
N/AN/A
2023
6.08%N/A
2022
-17.07%N/A
2021
-3.09%N/A
2020
35.73%34.38%
2019
45.91%38.98%
2018
-13.34%-17.80%
2017
16.91%11.33%
2016
48.28%54.81%
2015
-23.31%-23.25%
2014
-15.55%-10.03%
2013
-47.96%-48.80%
2012
-9.45%-9.20%
2011
-25.92%-20.68%
2010
53.90%41.56%
2009
78.66%52.56%
2008
-39.29%-29.85%
2007
29.82%23.19%
2006
43.24%31.64%
2005
31.59%30.81%
2004
-4.66%-8.21%
2003
59.17%57.15%
2002
42.29%63.93%
2001
N/A19.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.45%N/AN/AN/A
202310.36%-5.11%-10.73%13.48%
202212.89%-32.48%-10.25%21.21%
2021-9.80%8.49%-15.73%17.51%
2020-23.69%62.62%10.21%-0.76%
20198.94%14.27%2.71%14.12%
2018-8.39%2.43%-11.78%4.68%
201713.86%-1.46%3.02%1.14%
201635.80%39.76%1.84%-23.29%
2015-5.60%-1.54%-18.48%1.21%
20146.70%13.28%-20.67%-11.93%
2013-18.83%-35.73%12.62%-11.43%
2012-1.58%-14.51%25.40%-14.18%
2011-2.91%-7.38%-11.05%-7.38%
20101.97%8.76%19.24%16.39%
200914.03%12.39%24.47%12.00%
20082.78%5.95%-36.61%-12.05%
20075.38%3.97%18.35%0.13%
200624.72%0.24%-4.60%20.10%
2005-1.74%-0.11%17.08%14.51%
2004-4.93%-15.24%15.04%2.84%
2003-14.13%15.44%25.95%27.48%
200229.40%4.64%-4.43%9.96%
200118.02%-1.21%5.39%N/A

Rank in category (by total return)

YTD68
1-month62
3-month72
1-year60
3-year59
5-year31

Load adjusted returns

1-year14.91%
3-year-4.97%
5-year12.37%
10-year6.23%