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Nasdaq - Delayed Quote USD

Invesco Select Risk: Growth Investor Y (AADYX)

13.49
-0.16
(-1.17%)
At close: 8:00:03 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.14%
5y Average Return 9.29%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 4, 2025) 20.86%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 20.86%
Worst 3Y Total Return 0.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AADYX
Category
YTD
-1.67%
11.35%
1-Month
-3.60%
0.99%
3-Month
-1.67%
5.92%
1-Year
1.87%
32.83%
3-Year
3.15%
11.75%
5-Year
9.93%
11.53%
10-Year
5.41%
8.98%
Last Bull Market
11.31%
17.67%
Last Bear Market
-12.48%
-15.71%

Annual Total Return (%) History

Year
AADYX
Category
2025
--
--
2024
9.81%
--
2023
13.77%
--
2022
-18.59%
--
2021
13.82%
--
2020
12.16%
13.51%
2019
20.86%
21.35%
2018
-8.08%
-7.93%

2017
16.08%
15.80%
2016
9.38%
7.93%
2015
-4.43%
-2.77%
2014
4.63%
5.71%
2013
15.57%
21.31%
2012
14.88%
13.42%
2011
-0.79%
-3.80%
2010
13.17%
13.49%
2009
31.50%
29.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.67% -- -- --
2024 5.99% -0.99% 5.38% -0.70%
2023 4.81% 3.26% -4.09% 9.60%
2022 -8.87% -12.48% -5.75% 8.31%
2021 4.25% 5.36% -0.64% 4.28%
2020 -20.46% 15.89% 5.79% 15.01%
2019 10.47% 3.28% -0.12% 6.06%
2018 -0.81% 0.76% 2.62% -10.38%
2017 4.68% 2.58% 4.10% 3.85%
2016 1.84% 1.80% 3.25% 2.18%

2015 1.58% -0.78% -7.56% 2.57%
2014 1.77% 4.49% -2.63% 1.05%
2013 5.60% -1.50% 6.03% 4.79%
2012 9.79% -3.31% 6.06% 2.03%
2011 3.42% 0.77% -11.27% 7.29%
2010 3.39% -8.59% 11.40% 7.49%
2009 -8.49% 19.55% 14.82% 4.69%

Rank in Category (By Total Return)

YTD 69
1-Month 72
3-Month 69
1-Year 87
3-Year 85
5-Year 89

Load Adjusted Returns

1-Year 1.87%
3-Year 3.15%
5-Year 9.93%
10-Year 5.41%

Performance & Risk

YTD Return -8.14%
5y Average Return 9.29%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Invesco
Net Assets 933.95M
YTD Return -1.67%
Yield 3.05%
Morningstar Rating
Inception Date Apr 30, 2004

Fund Summary

The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 70%-85% of its total assets in underlying funds that invest primarily in equity securities, approximately 5%-30% of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5%-20% of its total assets in alternative asset classes.

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