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Invesco Global Opportunities R6 (OGIIX)

48.75 +0.46 (+0.95%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.43%
5y Average Return -0.84%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 22, 2024) 53.18%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 53.18%
Worst 3Y Total Return -11.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OGIIX
Category
YTD
-1.47%
12.99%
1-Month
1.47%
1.30%
3-Month
-1.47%
6.38%
1-Year
4.05%
53.27%
3-Year
-12.19%
14.94%
5-Year
1.50%
15.72%
10-Year
6.51%
9.30%
Last Bull Market
34.10%
18.45%
Last Bear Market
-25.18%
-25.47%

Annual Total Return (%) History

Year
OGIIX
Category
2024
--
--
2023
17.76%
--
2022
-41.39%
--
2021
0.47%
--
2020
40.12%
24.89%
2019
28.31%
26.49%
2018
-17.77%
-14.25%
2017
53.18%
25.44%

2016
11.16%
9.32%
2015
14.44%
-1.23%
2014
-3.04%
-0.42%
2013
41.31%
30.99%
2012
--
18.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.47% -- -- --
2023 11.52% 5.04% -13.60% 16.35%
2022 -20.30% -25.18% -9.76% 8.91%
2021 0.92% 4.74% -4.00% -0.99%
2020 -24.50% 34.71% 9.71% 25.58%
2019 14.05% 4.47% -7.18% 16.02%
2018 9.48% -6.50% 7.23% -25.09%
2017 18.58% 5.44% 7.07% 14.43%
2016 -4.33% 4.02% 14.14% -2.13%
2015 1.80% 5.13% -6.73% 14.64%

2014 1.54% 0.00% -7.16% 2.85%
2013 7.41% 5.54% 15.33% 8.09%
2012 -9.39% 3.90% -0.59% --

Rank in Category (By Total Return)

YTD 72
1-Month 74
3-Month 72
1-Year 74
3-Year 89
5-Year 93

Load Adjusted Returns

1-Year 4.05%
3-Year -12.19%
5-Year 1.50%
10-Year 6.51%

Performance & Risk

YTD Return -8.43%
5y Average Return -0.84%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.44
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Invesco
Net Assets 3.53B
YTD Return -1.47%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2001

Fund Summary

The fund invests mainly in equity securities of issuers in the U.S. and foreign countries. In addition to common stocks, the fund can invest in other equity or “equity equivalents” securities such as preferred stocks, convertible securities, rights or warrants. The fund typically invests in a number of different countries and can invest in any country, including countries with developing or emerging markets. The fund normally will invest in at least four countries, including the United States.

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