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Invesco Discovery Mid Cap Growth R (OEGNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.57+0.18 (+0.77%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.18%
5-Year Average Return8.55%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)39.82%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return39.82%
Worst 3-Yr Total Return-2.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOEGNXCategory
YTD11.52%10.80%
1-Month-0.26%4.43%
3-Month-3.82%7.00%
1-Year13.85%48.17%
3-Year-2.08%21.26%
5-Year8.88%20.18%
10-Year10.29%14.07%
Last Bull Market36.01%27.14%
Last Bear Market-19.88%-21.26%

Annual Total Return (%) History

Year
OEGNXCategory
2024
N/AN/A
2023
12.71%N/A
2022
-31.27%N/A
2021
18.54%N/A
2020
39.82%39.26%
2019
38.57%32.52%
2018
-6.64%-6.65%
2017
27.64%23.91%
2016
1.62%6.03%
2015
5.83%-0.95%
2014
5.15%7.00%
2013
34.57%34.93%
2012
15.17%14.07%
2011
0.09%-3.96%
2010
26.03%24.61%
2009
23.83%39.11%
2008
-38.99%-43.77%
2007
23.07%15.09%
2006
6.49%9.00%
2005
4.29%9.84%
2004
5.00%13.23%
2003
63.40%35.96%
2002
-37.10%-27.24%
2001
N/A-19.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.94%-3.82%N/AN/A
20235.15%5.00%-7.87%10.81%
2022-17.07%-19.88%1.50%1.91%
20211.18%7.79%2.79%5.73%
2020-16.71%31.00%7.59%19.11%
201919.10%8.87%-0.83%7.77%
20182.25%3.51%8.65%-18.81%
20178.32%5.21%5.12%6.54%
2016-3.50%4.99%3.39%-2.99%
20157.91%1.35%-6.89%3.93%
20140.42%0.00%-0.36%5.09%
20138.65%1.48%13.82%7.23%
201216.05%-2.58%4.37%-2.39%
201112.36%1.57%-18.72%7.90%
20105.34%-9.93%14.89%15.61%
2009-8.26%12.16%12.85%6.64%
2008-15.29%10.71%-12.72%-25.46%
20072.09%9.86%8.49%1.15%
200614.70%-5.57%-7.17%5.91%
2005-7.81%2.48%8.77%1.48%
20043.30%-4.07%-7.87%15.01%
20030.49%31.71%15.68%6.72%
2002-11.61%-19.65%-21.71%13.12%
200135.45%-27.57%34.21%N/A

Rank In Category (By Total Return)

YTD17
1-Month71
3-Month54
1-Year33
3-Year55
5-Year48

Load Adjusted Returns

1-Year13.85%
3-Year-2.08%
5-Year8.88%
10-Year10.29%