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Invesco Gold & Special Minerals Y (OGMYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.72+0.83 (+3.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.27%
5-year average return9.10%
Number of years up5
Number of years down8
Best 1-yr total return (2 Jul 2024)49.18%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return49.18%
Worst 3-yr total return-30.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGMYXCategory
YTD8.42%-4.69%
1-month-4.57%-11.76%
3-month5.75%6.45%
1-year10.12%11.83%
3-year-1.47%16.23%
5-year8.50%5.29%
10-year4.45%-4.43%
Last bull market17.13%-13.05%
Last bear market-32.38%-16.06%

Annual total return (%) history

Year
OGMYXCategory
2024
N/AN/A
2023
6.66%N/A
2022
-16.66%N/A
2021
-2.62%N/A
2020
36.39%34.38%
2019
46.67%38.98%
2018
-12.90%-17.80%
2017
17.37%11.33%
2016
49.18%54.81%
2015
-22.95%-23.25%
2014
-15.19%-10.03%
2013
-47.75%-48.80%
2012
-9.05%-9.20%
2011
-25.37%-20.68%
2010
N/A41.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.53%5.75%N/AN/A
202310.50%-4.96%-10.61%13.62%
202213.07%-32.38%-10.16%21.33%
2021-9.69%8.63%-15.63%17.65%
2020-23.64%62.91%10.31%-0.61%
20199.15%14.40%2.80%14.27%
2018-8.27%2.65%-11.69%4.75%
201713.96%-1.39%3.20%1.21%
201636.02%39.90%2.02%-23.16%
2015-5.40%-1.49%-18.43%1.36%
20146.77%13.43%-20.60%-11.80%
2013-18.74%-35.74%12.76%-11.26%
2012-1.54%-14.43%25.64%-14.08%
2011-2.71%-7.21%-10.89%-7.22%
201016.60%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month40
3-month57
1-year72
3-year42
5-year14

Load adjusted returns

1-year10.12%
3-year-1.47%
5-year8.50%
10-year4.45%