Nasdaq - Delayed Quote • USD
Invesco Global Opportunities Y (OGIYX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.85% |
| 5y Average Return | -1.07% |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 25, 2024) | 76.38% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 76.38% |
| Worst 3Y Total Return | -11.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OGIYX
Category
- YTD
- -1.51%
- 12.99%
- 1-Month
- 1.43%
- 1.30%
- 3-Month
- -1.51%
- 6.38%
- 1-Year
- 3.90%
- 53.27%
- 3-Year
- -12.31%
- 14.94%
- 5-Year
- 1.35%
- 15.72%
- 10-Year
- 6.34%
- 9.30%
- Last Bull Market
- 33.97%
- 18.45%
- Last Bear Market
- -25.22%
- -25.47%
Annual Total Return (%) History
Year
OGIYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.51% | -- | -- | -- |
| 2023 | 11.51% | 5.01% | -13.62% | 16.30% |
| 2022 | -20.33% | -25.22% | -9.78% | 8.84% |
| 2021 | 0.91% | 4.69% | -4.02% | -1.01% |
| 2020 | -24.53% | 34.64% | 9.67% | 25.52% |
| 2019 | 14.00% | 4.43% | -7.21% | 15.99% |
| 2018 | 9.43% | -6.54% | 7.19% | -25.12% |
| 2017 | 18.53% | 5.38% | 7.04% | 14.38% |
| 2016 | -4.38% | 3.98% | 14.08% | -2.18% |
| 2015 | 1.75% | 5.09% | -6.79% | 14.60% |
| 2014 | 1.49% | -0.07% | -7.18% | 2.79% |
| 2013 | 7.38% | 5.48% | 15.25% | 8.07% |
| 2012 | 18.34% | -9.46% | 3.87% | -0.64% |
| 2011 | 1.97% | 2.03% | -15.10% | 3.04% |
| 2010 | 5.44% | -10.43% | 11.33% | 7.42% |
| 2009 | -1.09% | 34.02% | 21.67% | 9.35% |
| 2008 | -9.90% | -4.62% | -11.59% | -23.28% |
| 2007 | 0.80% | 9.09% | 3.98% | -9.06% |
| 2006 | 14.47% | -7.60% | 2.24% | 3.02% |
| 2005 | -7.42% | 5.21% | 8.30% | 11.68% |
| 2004 | 10.92% | -0.67% | -7.12% | 27.37% |
| 2003 | -9.06% | 29.34% | 15.56% | 16.18% |
| 2002 | -0.27% | -10.32% | -25.15% | 9.67% |
| 2001 | 3.90% | -24.92% | 26.10% | -- |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 74 |
| 3-Month | 72 |
| 1-Year | 74 |
| 3-Year | 90 |
| 5-Year | 93 |
Load Adjusted Returns
| 1-Year | 3.90% |
| 3-Year | -12.31% |
| 5-Year | 1.35% |
| 10-Year | 6.34% |
Performance & Risk
| YTD Return | -8.85% |
| 5y Average Return | -1.07% |
| 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 | -1.51% |
| 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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