Nasdaq - Delayed Quote USD

Invesco Active Allocation C (OAACX)

13.02 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.36%
5y Average Return 4.71%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 23, 2024) 26.08%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 26.08%
Worst 3Y Total Return 0.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OAACX
Category
YTD
5.82%
11.35%
1-Month
3.30%
0.99%
3-Month
5.82%
5.92%
1-Year
13.90%
32.83%
3-Year
1.19%
11.75%
5-Year
5.88%
11.53%
10-Year
5.11%
8.98%
Last Bull Market
30.63%
17.67%
Last Bear Market
-12.91%
-15.71%

Annual Total Return (%) History

Year
OAACX
Category
2024
--
--
2023
12.67%
--
2022
-19.93%
--
2021
13.01%
--
2020
12.18%
13.51%
2019
22.37%
21.35%
2018
-10.30%
-7.93%
2017
18.50%
15.80%

2016
3.48%
7.93%
2015
-1.80%
-2.77%
2014
3.47%
5.71%
2013
20.70%
21.31%
2012
12.49%
13.42%
2011
-6.02%
-3.80%
2010
13.88%
13.49%
2009
26.08%
29.37%
2008
-40.95%
-34.34%
2007
4.75%
7.43%
2006
13.08%
13.07%
2005
--
7.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.82% -- -- --
2023 4.67% 3.06% -4.33% 9.17%
2022 -9.19% -12.91% -5.98% 7.69%
2021 4.11% 5.22% -0.95% 4.15%
2020 -21.53% 17.58% 5.51% 15.23%
2019 11.28% 3.05% -0.69% 7.46%
2018 -0.63% 0.28% 2.25% -11.97%
2017 5.95% 4.06% 3.52% 3.82%
2016 -0.85% 0.60% 4.79% -0.99%
2015 2.00% 0.41% -7.47% 3.62%

2014 0.51% 3.67% -2.39% 1.72%
2013 6.06% -0.10% 6.98% 6.47%
2012 8.94% -4.11% 5.93% 1.65%
2011 3.40% 0.51% -13.59% 4.65%
2010 3.86% -7.90% 10.47% 7.77%
2009 -9.39% 17.56% 13.51% 4.28%
2008 -8.31% 0.19% -12.00% -26.95%
2007 2.21% 4.41% 2.47% -4.22%
2006 5.57% -2.42% 3.76% 5.79%
2005 5.32% 0.91% -- --

Rank in Category (By Total Return)

YTD 75
1-Month 21
3-Month 75
1-Year 87
3-Year 98
5-Year 95

Load Adjusted Returns

1-Year 12.90%
3-Year 1.19%
5-Year 5.88%
10-Year 5.11%

Performance & Risk

YTD Return 2.36%
5y Average Return 4.71%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Invesco
Net Assets 1.99B
YTD Return 5.82%
Yield 0.94%
Morningstar Rating
Inception Date Apr 05, 2005

Fund Summary

The fund is a “fund of funds,” and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds (ETFs) and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers (the underlying funds). It may use derivatives to seek income or capital gain, hedge against the risks of other investments, equitize its cash position and manage the duration of its portfolio.

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