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Invesco Small Cap Growth R (GTSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.74+0.09 (+0.40%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.04%
5-Year Average Return6.04%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 1, 2024)56.59%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return56.59%
Worst 3-Yr Total Return-8.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGTSRXCategory
YTD6.47%12.40%
1-Month2.97%3.37%
3-Month-0.92%4.88%
1-Year17.71%55.69%
3-Year-7.33%19.34%
5-Year7.56%20.72%
10-Year7.84%13.98%
Last Bull Market31.84%27.85%
Last Bear Market-22.59%-24.06%

Annual Total Return (%) History

Year
GTSRXCategory
2024
N/AN/A
2023
12.43%N/A
2022
-35.79%N/A
2021
7.07%N/A
2020
56.59%38.62%
2019
23.97%27.68%
2018
-9.23%-5.76%
2017
24.60%21.50%
2016
11.02%11.20%
2015
-2.08%-2.41%
2014
7.40%2.44%
2013
39.55%40.91%
2012
18.05%13.15%
2011
-1.52%-3.55%
2010
25.98%26.98%
2009
34.12%35.46%
2008
-38.91%-41.55%
2007
11.08%7.59%
2006
14.04%10.81%
2005
8.01%6.02%
2004
6.52%12.41%
2003
38.88%45.54%
2002
N/A-27.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.16%-2.23%N/AN/A
20237.17%2.63%-7.54%10.55%
2022-20.51%-22.59%-0.27%4.63%
20212.42%6.20%-1.77%0.21%
2020-21.57%34.13%13.65%30.98%
201915.81%3.58%-5.07%8.87%
20182.72%6.36%5.45%-21.22%
20176.25%3.82%5.99%6.57%
2016-2.55%4.08%6.46%2.82%
20155.44%2.94%-11.54%1.98%
20142.60%1.89%-2.89%5.79%
201312.95%1.71%10.94%9.48%
201215.06%-5.40%4.99%3.30%
201111.28%0.71%-21.55%12.00%
20106.38%-8.00%12.40%14.53%
2009-6.13%19.66%14.59%4.20%
2008-12.99%2.34%-6.35%-26.75%
20074.37%7.77%1.79%-2.99%
200611.94%-5.02%-2.00%9.46%
2005-2.71%4.56%4.40%1.71%
20042.23%1.11%-8.92%13.15%
2003-4.07%20.75%7.58%11.44%
2002-18.67%5.31%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month78
3-Month67
1-Year56
3-Year79
5-Year71

Load Adjusted Returns

1-Year17.71%
3-Year-7.33%
5-Year7.56%
10-Year7.84%