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Invesco Small Cap Value A (VSCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
24.48-0.22 (-0.89%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.53%
5-Year Average Return20.38%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Oct 22, 2024)44.26%
Worst 1 Yr Total Return (Oct 22, 2024)N/A
Best 3-Yr Total Return44.26%
Worst 3-Yr Total Return1.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSCAXCategory
YTD19.45%26.79%
1-Month1.72%-1.77%
3-Month6.45%4.45%
1-Year33.65%71.02%
3-Year17.20%9.35%
5-Year20.59%12.17%
10-Year11.98%9.95%
Last Bull Market33.21%28.07%
Last Bear Market-15.72%-24.24%

Annual Total Return (%) History

Year
VSCAXCategory
2024
N/AN/A
2023
22.91%N/A
2022
4.32%N/A
2021
36.51%N/A
2020
10.81%4.02%
2019
32.05%21.43%
2018
-25.29%-15.46%
2017
18.28%8.54%
2016
18.27%25.99%
2015
-8.82%-6.71%
2014
7.14%3.34%
2013
44.26%36.22%
2012
22.50%16.00%
2011
-8.20%-4.45%
2010
29.53%26.17%
2009
29.68%31.32%
2008
-26.77%-32.24%
2007
-0.27%-6.08%
2006
25.23%16.27%
2005
7.78%6.40%
2004
17.08%21.14%
2003
39.13%42.38%
2002
-14.15%-10.12%
2001
14.27%15.92%
2000
22.86%18.64%
1999
N/A6.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.06%0.13%6.45%N/A
2023-0.29%7.63%2.36%11.89%
20228.82%-15.72%-5.11%19.86%
202123.12%7.54%-1.91%5.10%
2020-44.59%33.63%6.13%41.02%
201919.50%2.78%-2.34%10.09%
2018-2.64%1.30%-0.32%-24.01%
20174.75%0.05%6.22%6.25%
2016-0.56%-5.18%12.17%11.82%
20154.99%-0.48%-14.04%1.51%
20144.29%3.98%-7.11%6.35%
201315.65%3.49%8.53%11.06%
201218.79%-7.75%5.68%5.77%
20116.38%-3.13%-24.61%18.16%
201011.61%-9.40%9.28%17.23%
2009-13.87%23.43%18.47%2.96%
2008-5.57%-2.36%-1.14%-19.66%
20073.84%6.71%-3.78%-6.46%
200611.43%-2.63%3.27%11.78%
2005-1.66%4.95%3.88%0.53%
20045.51%-0.92%0.68%11.24%
2003-4.24%19.49%6.30%14.38%
20027.95%-3.96%-20.04%3.57%
20011.05%14.41%-11.99%12.31%
20001.23%2.85%8.70%8.56%
1999-6.58%1.32%N/AN/A

Rank In Category (By Total Return)

YTD1
1-Month8
3-Month82
1-Year2
3-Year2
5-Year2

Load Adjusted Returns

1-Year26.30%
3-Year15.01%
5-Year19.24%
10-Year11.35%