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Invesco Active Allocation C (OAACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
12.02+0.01 (+0.08%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.80%
5-Year Average Return2.44%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Sep 20, 2023)26.08%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return26.08%
Worst 3-Yr Total Return-5.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOAACXCategory
YTD3.80%11.35%
1-Month-1.72%0.99%
3-Month-2.91%5.92%
1-Year6.81%32.83%
3-Year3.14%11.75%
5-Year2.44%11.53%
10-Year4.31%8.98%
Last Bull Market30.63%17.67%
Last Bear Market-12.91%-15.71%

Annual Total Return (%) History

Year
OAACXCategory
2023
N/AN/A
2022
-19.93%N/A
2021
13.01%N/A
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
N/A7.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.67%3.06%N/AN/A
2022-9.19%-12.91%-5.98%7.69%
20214.11%5.22%-0.95%4.15%
2020-21.53%17.58%5.51%15.23%
201911.28%3.05%-0.69%7.46%
2018-0.63%0.28%2.25%-11.97%
20175.95%4.06%3.52%3.82%
2016-0.85%0.60%4.79%-0.99%
20152.00%0.41%-7.47%3.62%
20140.51%3.67%-2.39%1.72%
20136.06%-0.10%6.98%6.47%
20128.94%-4.11%5.93%1.65%
20113.40%0.51%-13.59%4.65%
20103.86%-7.90%10.47%7.77%
2009-9.39%17.56%13.51%4.28%
2008-8.31%0.19%-12.00%-26.95%
20072.21%4.41%2.47%-4.22%
20065.57%-2.42%3.76%5.79%
20055.32%0.91%N/AN/A

Rank In Category (By Total Return)

YTD78
1-Month89
3-Month94
1-Year83
3-Year93
5-Year91

Load Adjusted Returns

1-Year5.44%
3-Year3.20%
5-Year3.18%
10-Year5.21%
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