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Invesco Small Cap Equity Y (SMEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.95+0.02 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.04%
5-Year Average Return9.63%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Jun 20, 2024)37.07%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return37.07%
Worst 3-Yr Total Return2.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSMEYXCategory
YTD6.82%20.19%
1-Month4.42%0.02%
3-Month3.02%4.36%
1-Year22.58%60.18%
3-Year0.50%11.32%
5-Year11.85%13.88%
10-Year7.65%11.19%
Last Bull Market25.94%27.98%
Last Bear Market-17.72%-24.08%

Annual Total Return (%) History

Year
SMEYXCategory
2024
N/AN/A
2023
16.23%N/A
2022
-20.40%N/A
2021
20.27%N/A
2020
27.70%10.99%
2019
26.36%23.75%
2018
-14.92%-12.72%
2017
13.88%12.28%
2016
12.02%20.78%
2015
-5.37%-5.38%
2014
2.36%3.79%
2013
37.07%37.39%
2012
13.79%15.46%
2011
-0.16%-4.07%
2010
28.87%25.61%
2009
20.86%31.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.35%N/AN/AN/A
20235.88%3.73%-3.01%9.11%
2022-9.49%-17.72%-1.68%8.72%
202113.23%4.08%-3.17%5.40%
2020-28.89%29.80%7.18%29.08%
201914.51%4.10%-0.95%7.02%
20180.13%4.53%2.71%-20.86%
20173.68%1.25%4.35%3.96%
20160.73%0.29%5.61%5.00%
20154.85%0.74%-13.10%3.09%
2014-0.23%0.23%-5.10%7.86%
201312.61%1.79%9.11%9.59%
201211.14%-5.93%5.83%2.83%
201111.28%-0.51%-22.73%16.70%
20108.58%-8.57%11.38%16.56%
2009-13.65%20.20%14.13%2.03%

Rank In Category (By Total Return)

YTD15
1-Month66
3-Month27
1-Year44
3-Year64
5-Year21

Load Adjusted Returns

1-Year22.58%
3-Year0.50%
5-Year11.85%
10-Year7.65%