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Invesco Global Opportunities Fund Class C: (MF: OGICX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$36.45 USD
+0.74 (2.07%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.14 | 94 |
| 3 months | -7.14 | 94 |
| 6 months | -15.47 | 99 |
| 1 Year | -13.21 | 99 |
| 3 Year | -10.22 | 99 |
| 5 Year | 1.01 | 99 |
| 10 Year | 4.22 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 225.03 |
| Bear Market (10/07 - 2/09) | -54.95 |
| Bull Market (2/09 - 3/21) | 401.30 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -14.08 |
| 5 Year | 1.01 |
| 10 Year | 4.23 |
| Since Inception | 8.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.14 | NA | NA | NA |
| 2024 | -1.74 | -6.05 | 9.29 | -8.96 |
| 2023 | 11.25 | 4.73 | -13.85 | 16.03 |
| 2022 | -20.51 | -25.41 | -10.01 | 8.57 |
| 2021 | 0.64 | 4.44 | -4.25 | -1.27 |
| 2020 | -24.69 | 34.27 | 9.40 | 25.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -7.14 | -8.16 | 16.46 | -42.07 | -0.63 | 38.52 | 26.83 | -18.71 | 51.39 | 9.87 | 13.06 |
| % Total Return Rel to Index | -5.45 | -27.38 | -7.95 | -22.97 | -18.79 | 24.44 | 1.63 | -8.28 | 31.28 | 4.53 | 15.82 |
| % Total Return Rel to Peer | -6.67 | -20.54 | -2.17 | -22.50 | -16.83 | 21.85 | 2.09 | -8.68 | 29.16 | 4.29 | 15.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 3.00 | 5.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 3.93 | 7.00 | 3.77 | 5.53 | 1.59 | 3.49 | 0.24 |
| Expense Ratio | 0.00 | 1.92 | 1.87 | 1.87 | 1.80 | 1.86 | 1.84 | 1.87 | 1.91 | 1.94 | 1.94 |
* 1 = Top 20%, 5 = Bottom 20%