Advertisement
Advertisement
U.S. markets open in 3 hours 32 minutes
Advertisement
Advertisement
Advertisement
Advertisement

Invesco Balanced-Risk Retirement 2050 Fund Class CX (VRICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.19+0.05 (+0.61%)
At close: 08:00PM EST
Advertisement

Performance Overview

Morningstar Return Rating
Year-to-Date Return4.93%
5-Year Average Return4.32%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)18.52%
Worst 1 Yr Total Return (Feb 3, 2019)-9.99%
Best 3-Yr Total Return18.52%
Worst 3-Yr Total Return0.52%

Trailing Returns (%) Vs. Benchmarks

ReturnVRICXCategory
YTD9.93%11.99%
1-Month3.93%1.08%
3-Month9.20%6.55%
1-Year10.05%37.09%
3-Year6.16%13.69%
5-Year6.26%13.58%
10-Year0.00%10.11%
Last Bull Market11.16%19.71%
Last Bear Market1.16%-18.27%

Annual Total Return (%) History

Year
VRICXCategory
2020
N/A15.25%
2019
18.52%24.54%
2018
-9.99%-8.41%
2017
12.51%20.67%
2016
15.23%8.22%
2015
-7.10%-2.01%
2014
7.54%5.42%
2013
1.65%21.02%
2012
9.67%15.07%
2011
9.37%-3.82%
2010
N/A14.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-15.84%11.48%4.86%N/A
201910.76%2.56%0.39%3.92%
2018-2.34%1.20%-1.84%-7.21%
20173.24%-0.82%3.31%6.36%
20163.18%10.56%2.92%-1.84%
20154.32%-4.14%-6.86%-0.26%
20141.97%7.01%-3.95%2.61%
20132.91%-8.04%6.90%0.48%
20125.17%-0.82%5.19%-0.06%
20110.40%1.45%2.08%5.20%
20107.02%2.17%N/AN/A

Rank In Category (By Total Return)

YTD86
1-Month48
3-Month74
1-Year97
3-Year100
5-Year100

Load Adjusted Returns

1-Year-1.93%
3-Year2.04%
5-Year5.19%
10-Year5.13%
Advertisement
Advertisement