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Invesco Main Street All Cap A (OMSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.84+0.08 (+0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.26%
5-year average return14.73%
Number of years up17
Number of years down6
Best 1-yr total return (17 June 2024)32.85%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return32.85%
Worst 3-yr total return4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOMSOXCategory
YTD14.24%5.31%
1-month5.10%-4.19%
3-month5.27%3.90%
1-year28.63%20.31%
3-year8.49%6.48%
5-year15.42%11.78%
10-year10.54%10.96%
Last bull market28.33%25.56%
Last bear market-16.53%-15.11%

Annual total return (%) history

Year
OMSOXCategory
2024
N/AN/A
2023
25.93%22.32%
2022
-19.71%-16.96%
2021
26.54%26.07%
2020
19.79%15.83%
2019
32.85%28.78%
2018
-10.38%-6.27%
2017
16.07%20.44%
2016
9.82%10.37%
2015
-1.37%-1.07%
2014
7.42%10.96%
2013
29.20%31.50%
2012
15.96%14.96%
2011
-2.93%-1.27%
2010
16.83%14.01%
2009
31.88%28.17%
2008
-38.58%-37.79%
2007
3.57%6.16%
2006
14.88%14.17%
2005
6.84%5.88%
2004
12.66%10.02%
2003
40.56%27.05%
2002
-16.04%-22.25%
2001
16.14%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.06%N/AN/AN/A
20236.66%11.20%-4.32%10.97%
2022-4.82%-16.53%-5.30%6.71%
20217.94%8.40%-0.48%8.67%
2020-20.03%21.91%9.77%11.93%
201915.67%4.90%1.89%7.46%
2018-1.06%3.32%5.23%-16.69%
20174.98%3.34%3.55%3.33%
20160.87%2.12%1.80%4.73%
20151.37%0.50%-8.20%5.45%
20141.04%5.12%-0.87%2.03%
20137.72%2.41%6.23%10.24%
201215.52%-6.09%7.45%-0.52%
20110.55%-1.32%-11.60%10.67%
20105.86%-10.89%12.22%10.37%
2009-10.82%23.99%13.48%5.10%
2008-11.45%1.73%-12.31%-22.24%
20070.81%6.39%2.28%-5.58%
20065.71%-1.96%3.86%6.73%
2005-2.06%1.87%4.58%2.39%
20043.56%0.08%-1.60%10.48%
2003-2.33%18.20%6.74%14.07%
20023.08%-5.43%-17.13%3.93%
20012.93%12.53%-12.25%14.29%
2000-7.83%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month20
3-month9
1-year28
3-year42
5-year33

Load adjusted returns

1-year21.56%
3-year6.47%
5-year14.12%
10-year9.91%