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Invesco Balanced-risk Commodity Strategy Fund Class C: (MF: BRCCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:58 PM ET

$7.48 USD

+0.07 (0.94%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 14.13 1
3 months 15.00 1
6 months 24.57 1
1 Year 30.99 1
3 Year 11.65 64
5 Year 9.39 24
10 Year 6.59 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.61
5 Year 8.35
10 Year 5.04
Since Inception -0.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 5.98 -1.82 5.92 6.88
2024 5.82 1.00 -0.49 -1.55
2023 -2.27 -3.32 6.02 -4.17
2022 14.33 -2.89 -9.07 5.86
2021 6.60 7.96 -0.54 3.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.1317.794.69-4.016.8618.056.882.41-12.853.8910.56
% Total Return Rel to Index 6.82-0.42-20.33-30.2625.06-10.62-11.51-29.08-8.46-17.90-1.36
% Total Return Rel to Peer 6.023.28-5.22-17.1719.836.55-3.79-14.78-6.35-9.564.29
% Perf Quintile vs Peer* 1.002.000.005.001.001.005.005.005.005.001.00
% Dividends 0.000.600.100.200.621.130.000.000.000.000.14
% Yield 0.009.371.749.589.5316.830.000.000.020.002.18
Capital Gains ($) 0.000.270.150.030.000.000.000.000.000.000.00
Expense Ratio 0.002.062.092.072.062.082.062.062.172.242.22

* 1 = Top 20%, 5 = Bottom 20%