Invesco Balanced-Risk Allc Z EUR Inc

Growth Of 1000 (EUR) 31/08/2024
Fund:  Invesco Balanced-Risk Allc Z EUR Inc
Category:  EUR Flexible Allocation - Global
Category Index:  Morningstar EU Mod Gbl Tgt Alloc NR EUR
Growth of 1,000 EUR
Annual Returns (EUR)31/08/2024
 20182019202020212022202331/08
Total Return-8.2511.676.949.43-16.843.905.34
+/- Category0.33-0.654.73-0.26-4.68-4.37-0.95
+/- Category Index--2.71-2.08-4.55-7.09-2.87
% Rank in Category52511849828262
Trailing Returns (EUR)27/09/2024
   Total Returns   +/- Category   +/- Category Index
1 Day0.00   -0.46-0.21
1 Week0.95   0.13-0.03
1 Month1.93   0.290.26
3 Months3.28   1.630.42
6 Months3.19   -0.38-1.42
YTD7.08   -1.07-2.29
1 Year11.05   -2.30-4.68
3 Years Annualised-2.40   -3.90-5.47
5 Years Annualised2.02   -1.57-2.87
10 Years Annualised-   --
 
Quarterly Returns (EUR)31/08/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20243.960.00--
20231.33-1.220.093.70
2022-0.87-10.21-7.821.35
20211.046.420.081.69
2020-12.406.863.959.89
20197.331.250.292.46
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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