Toronto - Delayed Quote CAD

Invesco Intactive 2038 Portfolio (0P0000GBFE.TO)

8.37 -0.00 (-0.01%)
At close: April 6 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.62%
5y Average Return 0.86%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 6, 2023) 25.21%
Worst 1Y Total Return (Apr 6, 2023) --
Best 3Y Total Return 25.21%
Worst 3Y Total Return -2.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000GBFE.TO
Category
YTD
3.62%
0.00%
1-Month
0.40%
0.00%
3-Month
1.87%
0.00%
1-Year
-5.49%
0.00%
3-Year
3.55%
0.00%
5-Year
0.86%
0.00%
10-Year
1.94%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000GBFE.TO
Category
2022
-13.80%
--
2021
3.81%
--
2020
4.62%
--
2019
13.41%
--
2018
-7.02%
--
2017
6.39%
--
2016
6.30%
--
2015
-4.29%
--

2014
6.66%
--
2013
4.84%
--
2012
7.40%
--
2011
-1.01%
--
2010
11.28%
--
2009
25.21%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2022 -4.87% -9.36% -3.24% 3.32%
2021 -0.29% 3.06% -1.78% 2.85%
2020 -13.47% 10.94% 3.34% 5.46%
2019 7.90% 1.92% 1.05% 2.06%
2018 -1.37% 0.49% -0.26% -5.94%
2017 1.77% 0.99% 0.33% 3.17%
2016 1.73% 2.86% 3.07% -1.43%
2015 2.88% -2.32% -5.92% 1.23%
2014 2.81% 3.46% -0.76% 1.04%
2013 2.87% -3.10% 2.88% 2.24%

2012 4.95% -2.02% 3.17% 1.24%
2011 1.81% -0.45% -6.45% 4.41%
2010 3.79% -4.04% 6.48% 4.93%
2009 -4.84% 14.42% 11.42% 3.22%
2008 -7.08% -14.71% -- --

Rank in Category (By Total Return)

YTD 78
1-Month 74
3-Month 32
1-Year 96
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -7.52%
3-Year -0.62%
5-Year 0.50%
10-Year 1.85%

Performance & Risk

YTD Return 3.62%
5y Average Return 0.86%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Canada Ltd
Net Assets 6.54M
YTD Return 3.62%
Yield 1.01%
Morningstar Rating
Inception Date Jun 02, 2008

Fund Summary

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