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Toronto - Delayed Quote CAD

Invesco Catégorie ciblée mondiale H (0P0000M5WS.TO)

19.80
-0.18
(-0.92%)
At close: August 11 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 28.51%
5y Average Return -4.68%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Aug 11, 2023) 25.28%
Worst 1Y Total Return (Aug 11, 2023) --
Best 3Y Total Return 25.28%
Worst 3Y Total Return -16.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M5WS.TO
Category
YTD
28.51%
0.00%
1-Month
0.84%
0.00%
3-Month
5.52%
0.00%
1-Year
8.79%
0.00%
3-Year
-6.38%
0.00%
5-Year
-4.68%
0.00%
10-Year
1.84%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M5WS.TO
Category
2023
--
--
2022
-38.13%
--
2021
0.16%
--
2020
-6.38%
--
2019
18.03%
--
2018
-11.42%
--
2017
16.39%
--
2016
5.47%
--

2015
7.52%
--
2014
7.49%
--
2013
23.87%
--
2012
14.63%
--
2011
0.61%
--
2010
25.28%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 20.52% 5.73% -- --
2022 -16.46% -21.54% -9.10% 3.84%
2021 -4.92% 12.53% -3.42% -3.08%
2020 -27.43% 20.21% 2.66% 4.54%
2019 8.94% 2.00% -0.81% 7.09%
2018 -0.06% -1.15% 2.42% -12.45%
2017 6.69% 0.56% 2.04% 6.32%
2016 1.15% -2.43% 6.62% 0.23%
2015 8.64% 2.52% -5.64% 2.30%
2014 0.82% 1.62% 1.48% 3.39%

2013 5.22% 3.93% 5.72% 7.14%
2012 11.33% -5.07% 7.73% 0.69%
2011 4.49% 3.12% -9.76% 3.48%
2010 6.09% -5.32% 12.77% 10.61%

Rank in Category (By Total Return)

YTD 4
1-Month 6
3-Month 9
1-Year 16
3-Year 99
5-Year 100

Load Adjusted Returns

1-Year 16.47%
3-Year -4.23%
5-Year -3.88%
10-Year 2.30%

Performance & Risk

YTD Return 28.51%
5y Average Return -4.68%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Canada Ltd
Net Assets 100.41M
YTD Return 28.51%
Yield 0.00%
Morningstar Rating
Inception Date Aug 29, 2002

Fund Summary

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