LSE - Delayed Quote GBp

Invesco Balanced Risk 10 UK (NoTrail)Acc (0P0000VDQJ.L)

153.38
0.00
(0.00%)
As of March 22 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.95%
5y Average Return 2.42%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Mar 22, 2024) 16.41%
Worst 1Y Total Return (Mar 22, 2024) --
Best 3Y Total Return 16.41%
Worst 3Y Total Return -1.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VDQJ.L
Category
YTD
1.65%
0.00%
1-Month
0.20%
0.00%
3-Month
4.52%
0.00%
1-Year
6.43%
0.00%
3-Year
-1.69%
0.00%
5-Year
2.83%
0.00%
10-Year
3.37%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VDQJ.L
Category
2023
5.62%
--
2022
-19.65%
--
2021
13.03%
--
2020
8.73%
--
2019
16.41%
--
2018
-9.78%
--
2017
12.45%
--
2016
12.52%
--

2015
-6.32%
--
2014
8.29%
--
2013
2.34%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 2.79% -1.48% 0.32% 3.97%
2022 -0.85% -12.18% -10.36% 2.93%
2021 1.68% 8.75% 0.33% 1.87%
2020 -15.59% 9.42% 4.89% 12.23%
2019 9.74% 1.85% 0.53% 3.60%
2018 -2.72% 1.44% -2.03% -6.69%
2017 3.43% 0.50% 2.78% 5.26%
2016 2.28% 7.46% 3.18% -0.79%
2015 3.93% -3.77% -6.14% -0.20%
2014 2.02% 6.46% -2.62% 2.39%

2013 4.22% -6.63% 4.78% 0.37%
2012 -1.38% 6.46% 0.27% --

Rank in Category (By Total Return)

YTD 36
1-Month 71
3-Month 45
1-Year 47
3-Year 85
5-Year 55

Load Adjusted Returns

1-Year 1.11%
3-Year -3.35%
5-Year 1.78%
10-Year 2.84%

Performance & Risk

YTD Return 1.95%
5y Average Return 2.42%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Fund Managers Limited
Net Assets 3.66M
YTD Return 1.65%
Yield 1.48%
Morningstar Rating
Inception Date Feb 20, 2012

Fund Summary

null

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