Nasdaq - Delayed Quote USD
Invesco Main Street Small Cap Y (OSCYX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.82% |
| 5y Average Return | 12.66% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 21, 2024) | 26.00% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 26.00% |
| Worst 3Y Total Return | 6.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OSCYX
Category
- YTD
- 10.39%
- 20.19%
- 1-Month
- -2.00%
- 0.02%
- 3-Month
- -0.30%
- 4.36%
- 1-Year
- 35.22%
- 60.18%
- 3-Year
- 2.66%
- 11.32%
- 5-Year
- 11.38%
- 13.88%
- 10-Year
- 9.06%
- 11.19%
- Last Bull Market
- 30.88%
- 27.98%
- Last Bear Market
- -15.36%
- -24.08%
Annual Total Return (%) History
Year
OSCYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.85% | -3.81% | 9.60% | -- |
| 2023 | 3.64% | 5.35% | -4.62% | 13.13% |
| 2022 | -5.74% | -15.36% | -2.77% | 8.46% |
| 2021 | 13.22% | 3.82% | -0.69% | 4.53% |
| 2020 | -30.59% | 28.56% | 5.61% | 27.48% |
| 2019 | 11.85% | 3.34% | 0.28% | 8.71% |
| 2018 | -0.59% | 8.49% | 3.55% | -19.80% |
| 2017 | 4.04% | 2.79% | 4.71% | 1.70% |
| 2016 | -0.08% | 3.09% | 4.61% | 9.58% |
| 2015 | 3.04% | 0.38% | -11.76% | 3.21% |
| 2014 | 4.17% | 0.33% | -4.57% | 12.10% |
| 2013 | 10.23% | 6.67% | -- | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 58 |
| 3-Month | 19 |
| 1-Year | 15 |
| 3-Year | 43 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | 35.22% |
| 3-Year | 2.66% |
| 5-Year | 11.38% |
| 10-Year | 9.06% |
Performance & Risk
| YTD Return | 18.82% |
| 5y Average Return | 12.66% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Invesco |
| Net Assets | 2B |
| YTD Return | 10.39% |
| Yield | 0.58% |
| Morningstar Rating | |
| Inception Date | May 17, 2013 |
Fund Summary
The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "small-cap" companies. The fund's manager considers a small-cap company to be one that has a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000? Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.
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