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Invesco Main Street Small Cap R (OSCNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
22.66+0.27 (+1.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.50%
5-Year Average Return11.67%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Oct 14, 2024)25.39%
Worst 1 Yr Total Return (Oct 14, 2024)N/A
Best 3-Yr Total Return25.39%
Worst 3-Yr Total Return5.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOSCNXCategory
YTD12.25%20.19%
1-Month1.12%0.02%
3-Month9.47%4.36%
1-Year26.79%60.18%
3-Year4.78%11.32%
5-Year11.63%13.88%
10-Year9.53%11.19%
Last Bull Market30.62%27.98%
Last Bear Market-15.46%-24.08%

Annual Total Return (%) History

Year
OSCNXCategory
2024
N/AN/A
2023
17.21%N/A
2022
-16.26%N/A
2021
21.35%N/A
2020
19.47%10.99%
2019
25.39%23.75%
2018
-10.96%-12.72%
2017
13.21%12.28%
2016
17.40%20.78%
2015
-6.39%-5.38%
2014
10.99%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.72%-3.92%9.47%N/A
20233.48%5.27%-4.74%12.96%
2022-5.83%-15.46%-2.93%8.35%
202113.00%3.73%-0.85%4.41%
2020-30.68%28.29%5.46%27.38%
201911.73%3.26%0.14%8.53%
2018-0.73%8.34%3.41%-19.94%
20173.87%2.62%4.57%1.57%
2016-0.25%2.95%4.42%9.48%
20152.91%0.15%-11.90%3.09%
20143.91%0.17%-4.76%11.96%
201310.04%6.47%N/AN/A

Rank In Category (By Total Return)

YTD33
1-Month26
3-Month32
1-Year32
3-Year43
5-Year28

Load Adjusted Returns

1-Year26.79%
3-Year4.78%
5-Year11.63%
10-Year9.53%