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Invesco Value Opportunities R6 (VVOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.10-0.14 (-0.69%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.36%
5-Year Average Return15.02%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Jun 30, 2024)36.09%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.09%
Worst 3-Yr Total Return3.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVVOSXCategory
YTD15.24%21.28%
1-Month4.84%-1.96%
3-Month10.34%4.90%
1-Year43.48%55.83%
3-Year12.07%11.08%
5-Year18.19%11.93%
10-Year10.21%10.64%
Last Bull Market31.98%25.54%
Last Bear Market-14.13%-22.08%

Annual Total Return (%) History

Year
VVOSXCategory
2024
N/AN/A
2023
15.55%N/A
2022
1.75%N/A
2021
36.09%N/A
2020
5.96%2.63%
2019
30.49%25.18%
2018
-19.37%-12.86%
2017
N/A13.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.57%N/AN/AN/A
2023-3.88%6.38%1.96%10.84%
20224.11%-14.13%-4.47%19.14%
202119.63%6.49%-0.62%7.50%
2020-38.58%26.11%3.91%31.65%
201918.88%2.44%-3.18%10.67%
2018-2.18%-0.90%3.58%-19.69%
20174.72%5.52%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month8
3-Month1
1-Year1
3-Year2
5-Year1

Load Adjusted Returns

1-Year43.48%
3-Year12.07%
5-Year18.19%
10-Year10.21%