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Nasdaq - Delayed Quote USD

Invesco Active Allocation R6 (PAAQX)

13.65
+0.18
+(1.34%)
At close: 6:26:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.74%
5y Average Return 8.55%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 14.29%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 14.29%
Worst 3Y Total Return 0.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PAAQX
Category
YTD
-1.48%
11.35%
1-Month
-3.48%
0.99%
3-Month
-1.48%
5.92%
1-Year
2.19%
32.83%
3-Year
3.17%
11.75%
5-Year
10.44%
11.53%
10-Year
5.81%
8.98%
Last Bull Market
11.44%
17.67%
Last Bear Market
-12.71%
-15.71%

Annual Total Return (%) History

Year
PAAQX
Category
2025
--
--
2024
10.08%
--
2023
13.91%
--
2022
-19.14%
--
2021
14.29%
--
2020
13.25%
13.51%
2019
--
21.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.48% -- -- --
2024 6.13% -0.94% 5.39% -0.66%
2023 4.89% 3.30% -4.05% 9.57%
2022 -9.03% -12.71% -5.73% 8.03%
2021 4.43% 5.55% -0.74% 4.46%
2020 -21.30% 17.87% 5.81% 15.38%
2019 -0.47% 7.79% -- --

Rank in Category (By Total Return)

YTD 63
1-Month 64
3-Month 63
1-Year 86
3-Year 85
5-Year 84

Load Adjusted Returns

1-Year 2.19%
3-Year 3.17%
5-Year 10.44%
10-Year 5.81%

Performance & Risk

YTD Return -0.74%
5y Average Return 8.55%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Invesco
Net Assets 1.81B
YTD Return -1.48%
Yield 2.52%
Morningstar Rating
Inception Date Apr 05, 2005

Fund Summary

The fund is a “fund of funds,” and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds (ETFs) and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers (the underlying funds). It may use derivatives to seek income or capital gain, hedge against the risks of other investments, equitize its cash position and manage the duration of its portfolio.

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