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Invesco Small Cap Discovery Fund Class Y (VISCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.98+0.13 (+1.66%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return14.82%
5-Year Average Return8.46%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)37.74%
Worst 1 Yr Total Return (Feb 3, 2019)-35.52%
Best 3-Yr Total Return37.74%
Worst 3-Yr Total Return-2.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVISCXCategory
YTD-8.81%12.40%
1-Month16.69%3.37%
3-Month-9.01%4.88%
1-Year-5.36%55.69%
3-Year7.58%19.34%
5-Year6.17%20.72%
10-Year9.84%13.98%
Last Bull Market28.46%27.85%
Last Bear Market-24.90%-24.06%

Annual Total Return (%) History

Year
VISCXCategory
2020
N/A38.62%
2019
28.78%27.68%
2018
-5.12%-5.76%
2017
24.59%21.50%
2016
3.66%11.20%
2015
-0.47%-2.41%
2014
3.43%2.44%
2013
37.74%40.91%
2012
16.98%13.15%
2011
-3.15%-3.55%
2010
24.20%26.98%
2009
17.84%35.46%
2008
-35.52%-41.55%
2007
21.53%7.59%
2006
N/A10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-21.85%N/AN/AN/A
201919.28%5.86%-4.77%7.10%
20183.51%7.91%7.33%-20.86%
20178.86%5.72%3.30%4.80%
2016-5.91%2.51%6.01%1.37%
20158.23%2.65%-14.31%4.55%
20140.82%0.00%-5.19%8.21%
201311.54%2.35%12.66%7.10%
201214.08%-6.08%7.81%1.27%
201110.23%0.73%-22.68%12.80%
20107.51%-8.43%11.11%13.54%
2009-8.98%9.73%11.60%5.72%
2008-14.36%6.08%-10.63%-20.58%
20073.17%8.94%6.58%1.45%
2006-7.50%-1.70%6.01%N/A

Rank In Category (By Total Return)

YTD25
1-Month30
3-Month21
1-Year33
3-Year40
5-Year53

Load Adjusted Returns

1-Year-5.36%
3-Year7.58%
5-Year6.17%
10-Year9.84%