Invesco Gold & Special Minerals Fund Class A: (MF: OPGSX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$33.91 USD
+0.26 (0.77%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 27.23 | 82 |
3 months | 27.23 | 82 |
6 months | 12.37 | 78 |
1 Year | 40.35 | 78 |
3 Year | 4.03 | 71 |
5 Year | 17.11 | 28 |
10 Year | 11.72 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 366.20 |
Bear Market (10/07 - 2/09) | -45.90 |
Bull Market (2/09 - 3/21) | 106.14 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 33.03 |
5 Year | 15.86 |
10 Year | 11.13 |
Since Inception | 6.45 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 27.23 | NA | NA | NA |
2024 | 2.49 | 5.71 | 18.14 | -11.67 |
2023 | 10.41 | -5.00 | -10.67 | 13.52 |
2022 | 12.96 | -32.41 | -10.19 | 21.24 |
2021 | -9.78 | 8.58 | -15.70 | 17.62 |
2020 | -23.67 | 62.78 | 10.27 | -0.66 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 27.23 | 13.05 | 6.35 | -16.85 | -2.87 | 36.10 | 46.37 | -13.15 | 17.19 | 48.73 | -23.13 |
% Total Return Rel to Index | 31.49 | -11.96 | -19.89 | 1.34 | -31.55 | 17.70 | 14.88 | -8.75 | -4.60 | 36.80 | -24.52 |
% Total Return Rel to Peer | -4.05 | -0.56 | 1.40 | -4.40 | 5.76 | 7.13 | 7.74 | 1.19 | 8.85 | -0.19 | -1.58 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 1.00 | 2.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.22 | 0.18 | 0.09 | 0.93 | 0.43 | 0.05 | 0.00 | 0.45 | 1.04 | 0.00 |
% Yield | 0.00 | 0.81 | 0.91 | 0.42 | 3.36 | 1.46 | 0.27 | 0.00 | 2.62 | 6.81 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.06 | 1.06 | 1.05 | 1.05 | 1.17 | 1.17 | 1.16 | 1.15 | 1.17 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%