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Invesco Discovery Mid Cap Growth R6 (OEGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.25-0.05 (-0.15%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.37%
5-year average return9.21%
Number of years up8
Number of years down2
Best 1-yr total return (4 July 2024)40.73%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return40.73%
Worst 3-yr total return-2.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOEGIXCategory
YTD11.85%10.80%
1-month-0.22%4.43%
3-month-3.66%7.00%
1-year14.56%48.17%
3-year-1.47%21.26%
5-year9.58%20.18%
10-year11.02%14.07%
Last bull market36.33%27.14%
Last bear market-19.78%-21.26%

Annual total return (%) history

Year
OEGIXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-30.81%N/A
2021
19.27%N/A
2020
40.73%39.26%
2019
39.52%32.52%
2018
-6.03%-6.65%
2017
28.54%23.91%
2016
2.35%6.03%
2015
6.53%-0.95%
2014
5.94%7.00%
2013
N/A34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.10%-3.66%N/AN/A
20235.29%5.14%-7.71%10.98%
2022-16.95%-19.78%1.72%2.10%
20211.35%7.97%2.95%5.88%
2020-16.56%31.18%7.79%19.28%
201919.27%9.05%-0.63%7.95%
20182.40%3.68%8.82%-18.66%
20178.52%5.38%5.29%6.75%
2016-3.37%5.25%3.52%-2.79%
20158.11%1.47%-6.69%4.08%
20140.63%0.16%-0.16%5.27%
20131.64%14.14%7.42%N/A

Rank in category (by total return)

YTD14
1-month70
3-month51
1-year30
3-year48
5-year34

Load adjusted returns

1-year14.56%
3-year-1.47%
5-year9.58%
10-year11.02%