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Invesco Discovery Mid Cap Growth A (OEGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.27-0.06 (-0.23%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.64%
5-Year Average Return9.14%
Number of Years Up19
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)40.11%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return40.11%
Worst 3-Yr Total Return-2.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOEGAXCategory
YTD11.90%10.80%
1-Month1.74%4.43%
3-Month-0.27%7.00%
1-Year24.02%48.17%
3-Year-0.34%21.26%
5-Year10.72%20.18%
10-Year11.15%14.07%
Last Bull Market36.16%27.14%
Last Bear Market-19.86%-21.26%

Annual Total Return (%) History

Year
OEGAXCategory
2024
N/AN/A
2023
12.96%N/A
2022
-31.09%N/A
2021
18.87%N/A
2020
40.11%39.26%
2019
38.96%32.52%
2018
-6.42%-6.65%
2017
27.98%23.91%
2016
1.89%6.03%
2015
6.10%-0.95%
2014
5.40%7.00%
2013
35.02%34.93%
2012
15.52%14.07%
2011
0.34%-3.96%
2010
26.38%24.61%
2009
24.16%39.11%
2008
-38.88%-43.77%
2007
23.35%15.09%
2006
6.75%9.00%
2005
4.61%9.84%
2004
5.35%13.23%
2003
63.53%35.96%
2002
-36.78%-27.24%
2001
0.41%-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.02%N/AN/AN/A
20235.18%5.07%-7.78%10.83%
2022-17.04%-19.86%1.59%2.01%
20211.25%7.88%2.86%5.80%
2020-16.69%31.11%7.64%19.16%
201919.19%8.96%-0.77%7.83%
20182.31%3.58%8.71%-18.76%
20178.38%5.30%5.14%6.66%
2016-3.43%5.09%3.38%-2.88%
20158.01%1.39%-6.82%3.97%
20140.52%0.06%-0.28%5.10%
20138.78%1.49%13.97%7.30%
201216.11%-2.50%4.44%-2.31%
201112.49%1.60%-18.64%7.91%
20105.51%-9.94%15.02%15.63%
2009-8.05%12.26%12.74%6.69%
2008-15.26%10.75%-12.59%-25.50%
20072.14%9.93%8.56%1.20%
200614.75%-5.49%-7.13%5.99%
2005-7.81%2.65%8.75%1.65%
20043.47%-4.02%-7.78%15.04%
20030.49%31.77%15.67%6.77%
2002-11.48%-19.56%-21.73%13.42%
2001-23.87%35.54%-27.52%34.25%

Rank In Category (By Total Return)

YTD13
1-Month60
3-Month30
1-Year22
3-Year49
5-Year39

Load Adjusted Returns

1-Year17.20%
3-Year-2.20%
5-Year9.48%
10-Year10.52%