Nasdaq - Delayed Quote USD

Invesco Growth and Income Y (ACGMX)

21.81 +0.19 (+0.88%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.95%
5y Average Return 10.06%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 22, 2024) 34.16%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 34.16%
Worst 3Y Total Return 3.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACGMX
Category
YTD
10.46%
17.52%
1-Month
5.38%
-0.87%
3-Month
10.46%
5.51%
1-Year
25.40%
42.88%
3-Year
10.07%
11.93%
5-Year
11.63%
12.07%
10-Year
9.33%
10.95%
Last Bull Market
50.11%
23.18%
Last Bear Market
-13.99%
-17.87%

Annual Total Return (%) History

Year
ACGMX
Category
2024
--
--
2023
12.84%
--
2022
-5.68%
--
2021
28.94%
--
2020
2.58%
2.91%
2019
25.60%
25.04%
2018
-13.24%
-8.53%
2017
14.49%
15.94%

2016
20.10%
14.81%
2015
-2.90%
-4.05%
2014
10.42%
10.21%
2013
34.16%
31.21%
2012
14.91%
14.57%
2011
-1.89%
-0.75%
2010
12.92%
13.66%
2009
24.55%
24.13%
2008
-31.97%
-37.09%
2007
2.76%
1.42%
2006
16.29%
18.15%
2005
10.19%
5.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.46% -- -- --
2023 -0.60% 5.14% -1.83% 9.98%
2022 1.18% -13.99% -3.57% 12.40%
2021 13.67% 5.23% 0.39% 7.38%
2020 -31.39% 16.66% 4.75% 22.35%
2019 12.66% 3.42% 0.15% 7.64%
2018 -2.63% 1.44% 4.42% -15.88%
2017 2.54% 2.13% 4.40% 4.72%
2016 -2.34% 3.23% 7.48% 10.84%
2015 -0.55% 2.64% -9.41% 5.01%

2014 2.42% 4.30% 1.06% 2.28%
2013 12.52% 4.53% 4.79% 8.84%
2012 9.99% -2.13% 6.30% 0.42%
2011 5.43% -0.72% -16.43% 12.17%
2010 7.22% -14.31% 10.15% 11.58%
2009 -13.23% 14.21% 21.68% 3.29%
2008 -9.54% -3.08% -3.29% -19.77%
2007 0.10% 7.40% -1.46% -2.99%
2006 2.96% 0.08% 5.95% 6.52%
2005 -0.03% 2.45% 5.78% 1.70%

Rank in Category (By Total Return)

YTD 23
1-Month 34
3-Month 23
1-Year 21
3-Year 30
5-Year 35

Load Adjusted Returns

1-Year 25.40%
3-Year 10.07%
5-Year 11.63%
10-Year 9.33%

Performance & Risk

YTD Return 6.95%
5y Average Return 10.06%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Invesco
Net Assets 4.23B
YTD Return 10.46%
Yield 1.57%
Morningstar Rating
Inception Date Oct 19, 2004

Fund Summary

Under normal market conditions, the fund's investment adviser seeks to achieve the fund's investment objective by investing primarily in income-producing equity securities, which include common stocks and convertible securities. It may invest in securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. The fund may invest up to 25% of its net assets in securities of foreign issuers, which may include depositary receipts.

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