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Invesco Small Cap Growth Fund (GTSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.58+0.12 (+0.34%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.05%
5-Year Average Return6.79%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)57.56%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return57.56%
Worst 3-Yr Total Return-7.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGTSVXCategory
YTD6.74%12.40%
1-Month3.02%3.37%
3-Month-0.82%4.88%
1-Year18.47%55.69%
3-Year-6.77%19.34%
5-Year8.21%20.72%
10-Year8.51%13.98%
Last Bull Market32.16%27.85%
Last Bear Market-22.46%-24.06%

Annual Total Return (%) History

Year
GTSVXCategory
2024
N/AN/A
2023
13.08%N/A
2022
-35.39%N/A
2021
7.71%N/A
2020
57.56%38.62%
2019
24.75%27.68%
2018
-8.69%-5.76%
2017
25.41%21.50%
2016
11.70%11.20%
2015
-1.43%-2.41%
2014
8.09%2.44%
2013
40.47%40.91%
2012
18.77%13.15%
2011
-0.81%-3.55%
2010
26.82%26.98%
2009
35.16%35.46%
2008
-38.53%-41.55%
2007
11.85%7.59%
2006
14.76%10.81%
2005
8.93%6.02%
2004
7.41%12.41%
2003
39.83%45.54%
2002
N/A-27.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.32%N/AN/AN/A
20237.31%2.78%-7.38%10.69%
2022-20.40%-22.46%-0.14%4.83%
20212.58%6.37%-1.63%0.33%
2020-21.46%34.39%13.79%31.18%
201916.02%3.74%-4.92%9.01%
20182.86%6.55%5.62%-21.12%
20176.45%3.96%6.18%6.73%
2016-2.41%4.27%6.60%2.97%
20155.63%3.12%-11.41%2.15%
20142.76%2.06%-2.74%5.97%
201313.13%1.88%11.14%9.65%
201215.20%-5.22%5.16%3.43%
201111.46%0.90%-21.41%12.23%
20106.55%-7.85%12.56%14.75%
2009-5.94%19.90%14.78%4.41%
2008-12.86%2.49%-6.19%-26.62%
20074.57%7.93%1.98%-2.82%
200612.11%-4.86%-1.84%9.60%
2005-2.48%4.75%4.68%1.86%
20042.43%1.32%-8.74%13.41%
2003-3.89%20.94%7.71%11.68%
2002-13.52%-18.52%5.52%N/A

Rank In Category (By Total Return)

YTD31
1-Month76
3-Month65
1-Year47
3-Year77
5-Year58

Load Adjusted Returns

1-Year18.47%
3-Year-6.77%
5-Year8.21%
10-Year8.51%