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Invesco Main Street All Cap R (OMSNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.99+0.02 (+0.08%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.74%
5-Year Average Return14.39%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 16, 2024)32.42%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return32.42%
Worst 3-Yr Total Return4.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOMSNXCategory
YTD8.63%5.31%
1-Month-3.86%-4.19%
3-Month7.06%3.90%
1-Year24.57%20.31%
3-Year6.42%6.48%
5-Year12.43%11.78%
10-Year10.01%10.96%
Last Bull Market28.15%25.56%
Last Bear Market-16.55%-15.11%

Annual Total Return (%) History

Year
OMSNXCategory
2024
N/AN/A
2023
25.60%22.32%
2022
-19.95%-16.96%
2021
26.30%26.07%
2020
19.45%15.83%
2019
32.42%28.78%
2018
-10.57%-6.27%
2017
15.78%20.44%
2016
9.55%10.37%
2015
-1.60%-1.07%
2014
7.18%10.96%
2013
28.83%31.50%
2012
15.56%14.96%
2011
-3.12%-1.27%
2010
16.39%14.01%
2009
31.55%28.17%
2008
-38.72%-37.79%
2007
3.24%6.16%
2006
14.47%14.17%
2005
6.40%5.88%
2004
12.18%10.02%
2003
40.07%27.05%
2002
-16.18%-22.25%
2001
N/A-13.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.99%N/AN/AN/A
20236.59%11.17%-4.44%10.92%
2022-4.94%-16.55%-5.38%6.64%
20217.92%8.29%-0.50%8.61%
2020-20.07%21.80%9.74%11.81%
201915.53%4.88%1.78%7.38%
2018-1.15%3.25%5.17%-16.69%
20174.88%3.27%3.54%3.26%
20160.77%2.06%1.78%4.66%
20151.30%0.46%-8.28%5.42%
20141.00%5.02%-0.89%1.95%
20137.60%2.40%6.12%10.18%
201215.44%-6.22%7.40%-0.61%
20110.56%-1.43%-11.62%10.59%
20105.77%-11.00%12.17%10.23%
2009-10.88%23.87%13.40%5.08%
2008-11.49%1.59%-12.28%-22.30%
20070.76%6.28%2.18%-5.65%
20065.63%-2.06%3.77%6.63%
2005-2.16%1.73%4.56%2.23%
20043.43%0.00%-1.69%10.33%
2003-2.46%18.08%6.69%13.99%
20022.99%-5.45%-17.19%3.94%
200112.43%-12.28%14.21%N/A

Rank In Category (By Total Return)

YTD7
1-Month26
3-Month6
1-Year17
3-Year59
5-Year44

Load Adjusted Returns

1-Year24.57%
3-Year6.42%
5-Year12.43%
10-Year10.01%