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Invesco Value Opportunities R (VVORX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.13-0.05 (-0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.76%
5-Year Average Return16.86%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 27, 2024)35.11%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return35.11%
Worst 3-Yr Total Return2.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVVORXCategory
YTD9.66%21.28%
1-Month-3.25%-1.96%
3-Month10.36%4.90%
1-Year30.34%55.83%
3-Year10.90%11.08%
5-Year13.39%11.93%
10-Year9.18%10.64%
Last Bull Market31.64%25.54%
Last Bear Market-14.26%-22.08%

Annual Total Return (%) History

Year
VVORXCategory
2024
N/AN/A
2023
14.87%N/A
2022
1.16%N/A
2021
35.11%N/A
2020
5.29%2.63%
2019
29.64%25.18%
2018
-19.99%-12.86%
2017
16.88%13.22%
2016
17.71%18.06%
2015
-10.67%-5.41%
2014
6.34%9.31%
2013
32.16%35.14%
2012
N/A16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.34%N/AN/AN/A
2023-4.06%6.25%1.77%10.73%
20223.99%-14.26%-4.61%18.94%
202119.35%6.31%-0.70%7.23%
2020-38.65%25.86%3.73%31.46%
201918.77%2.25%-3.34%10.43%
2018-2.41%-1.06%3.42%-19.88%
20173.67%2.36%4.54%5.37%
20160.71%-5.74%11.25%11.47%
2015-1.03%1.94%-12.71%1.44%
20141.72%3.32%-0.62%1.81%
201310.55%3.92%4.18%10.43%
20127.05%0.73%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month7
3-Month1
1-Year3
3-Year3
5-Year4

Load Adjusted Returns

1-Year30.34%
3-Year10.90%
5-Year13.39%
10-Year9.18%