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Invesco Discovery Mid Cap Growth R6 (OEGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.10-0.08 (-0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.85%
5-Year Average Return9.58%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)40.73%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return40.73%
Worst 3-Yr Total Return-2.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOEGIXCategory
YTD12.09%10.80%
1-Month1.80%4.43%
3-Month-0.16%7.00%
1-Year24.55%48.17%
3-Year0.05%21.26%
5-Year11.16%20.18%
10-Year11.61%14.07%
Last Bull Market36.33%27.14%
Last Bear Market-19.78%-21.26%

Annual Total Return (%) History

Year
OEGIXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-30.81%N/A
2021
19.27%N/A
2020
40.73%39.26%
2019
39.52%32.52%
2018
-6.03%-6.65%
2017
28.54%23.91%
2016
2.35%6.03%
2015
6.53%-0.95%
2014
5.94%7.00%
2013
N/A34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.10%N/AN/AN/A
20235.29%5.14%-7.71%10.98%
2022-16.95%-19.78%1.72%2.10%
20211.35%7.97%2.95%5.88%
2020-16.56%31.18%7.79%19.28%
201919.27%9.05%-0.63%7.95%
20182.40%3.68%8.82%-18.66%
20178.52%5.38%5.29%6.75%
2016-3.37%5.25%3.52%-2.79%
20158.11%1.47%-6.69%4.08%
20140.63%0.16%-0.16%5.27%
20131.64%14.14%7.42%N/A

Rank In Category (By Total Return)

YTD13
1-Month58
3-Month28
1-Year22
3-Year46
5-Year30

Load Adjusted Returns

1-Year24.55%
3-Year0.05%
5-Year11.16%
10-Year11.61%