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Invesco Discovery Mid Cap Growth A (OEGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.59-0.09 (-0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.39%
5-year average return10.41%
Number of years up19
Number of years down4
Best 1-yr total return (5 May 2024)40.11%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return40.11%
Worst 3-yr total return-2.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOEGAXCategory
YTD9.99%10.80%
1-month-5.20%4.43%
3-month8.24%7.00%
1-year19.43%48.17%
3-year-1.84%21.26%
5-year9.80%20.18%
10-year11.19%14.07%
Last bull market36.16%27.14%
Last bear market-19.86%-21.26%

Annual total return (%) history

Year
OEGAXCategory
2024
N/AN/A
2023
12.96%N/A
2022
-31.09%N/A
2021
18.87%N/A
2020
40.11%39.26%
2019
38.96%32.52%
2018
-6.42%-6.65%
2017
27.98%23.91%
2016
1.89%6.03%
2015
6.10%-0.95%
2014
5.40%7.00%
2013
35.02%34.93%
2012
15.52%14.07%
2011
0.34%-3.96%
2010
26.38%24.61%
2009
24.16%39.11%
2008
-38.88%-43.77%
2007
23.35%15.09%
2006
6.75%9.00%
2005
4.61%9.84%
2004
5.35%13.23%
2003
63.53%35.96%
2002
-36.78%-27.24%
2001
0.41%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.02%N/AN/AN/A
20235.18%5.07%-7.78%10.83%
2022-17.04%-19.86%1.59%2.01%
20211.25%7.88%2.86%5.80%
2020-16.69%31.11%7.64%19.16%
201919.19%8.96%-0.77%7.83%
20182.31%3.58%8.71%-18.76%
20178.38%5.30%5.14%6.66%
2016-3.43%5.09%3.38%-2.88%
20158.01%1.39%-6.82%3.97%
20140.52%0.06%-0.28%5.10%
20138.78%1.49%13.97%7.30%
201216.11%-2.50%4.44%-2.31%
201112.49%1.60%-18.64%7.91%
20105.51%-9.94%15.02%15.63%
2009-8.05%12.26%12.74%6.69%
2008-15.26%10.75%-12.59%-25.50%
20072.14%9.93%8.56%1.20%
200614.75%-5.49%-7.13%5.99%
2005-7.81%2.65%8.75%1.65%
20043.47%-4.02%-7.78%15.04%
20030.49%31.77%15.67%6.77%
2002-11.48%-19.56%-21.73%13.42%
2001-23.87%35.54%-27.52%34.25%

Rank in category (by total return)

YTD6
1-month15
3-month10
1-year35
3-year52
5-year25

Load adjusted returns

1-year12.86%
3-year-3.67%
5-year8.56%
10-year10.56%