Invesco Balanced-Risk Allc Z EUR Acc |
Growth Of 1000 (EUR) | 31/08/2024 |
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Annual Returns (EUR) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Total Return | 8.30 | -8.23 | 11.66 | 6.94 | 9.40 | -16.79 | 3.84 | 5.32 |
+/- Category | 3.25 | 0.35 | -0.67 | 4.73 | -0.28 | -4.63 | -4.42 | -0.96 |
+/- Category Index | - | - | - | 2.71 | -2.11 | -4.50 | -7.14 | -2.88 |
% Rank in Category | 21 | 51 | 51 | 18 | 49 | 81 | 83 | 62 |
Trailing Returns (EUR) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.46 | -0.21 |
1 Week | 0.94 | 0.12 | -0.04 |
1 Month | 1.91 | 0.27 | 0.24 |
3 Months | 3.35 | 1.70 | 0.48 |
6 Months | 3.19 | -0.37 | -1.42 |
YTD | 7.09 | -1.06 | -2.28 |
1 Year | 11.03 | -2.31 | -4.70 |
3 Years Annualised | -2.40 | -3.89 | -5.47 |
5 Years Annualised | 2.03 | -1.55 | -2.86 |
10 Years Annualised | 2.59 | -0.62 | -2.60 |
Category: EUR Flexible Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (EUR) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.93 | 0.00 | - | - |
2023 | 1.28 | -1.19 | 0.08 | 3.68 |
2022 | -0.87 | -10.15 | -7.93 | 1.46 |
2021 | 1.02 | 6.42 | 0.07 | 1.69 |
2020 | -12.39 | 6.85 | 4.00 | 9.85 |
2019 | 7.31 | 1.22 | 0.32 | 2.48 |
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