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Invesco Select Companies Fund Class R (ATIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.61+0.25 (+1.74%)
At close: 07:00PM EST

Performance overview

Morningstar return rating★★
Year-to-date return14.14%
5-year average return6.47%
Number of years up13
Number of years down3
Best 1-yr total return (3 Feb 2019)65.08%
Worst 1-yr total return (3 Feb 2019)-40.65%
Best 3-yr total return65.08%
Worst 3-yr total return-11.72%

Trailing returns (%) vs. Benchmarks

ReturnATIRXCategory
YTD17.82%20.19%
1-month6.10%0.02%
3-month7.03%4.36%
1-year83.84%60.18%
3-year8.96%11.32%
5-year7.88%13.88%
10-year9.08%11.19%
Last bull market18.58%27.98%
Last bear market-14.89%-24.08%

Annual total return (%) history

Year
ATIRXCategory
2021
N/AN/A
2020
5.85%10.99%
2019
22.02%23.75%
2018
-13.95%-12.72%
2017
19.80%12.28%
2016
22.41%20.78%
2015
-15.02%-5.38%
2014
8.29%3.79%
2013
24.91%37.39%
2012
12.05%15.46%
2011
7.96%-4.07%
2010
22.25%25.61%
2009
65.08%31.80%
2008
-40.65%-36.56%
2007
3.01%-1.10%
2006
12.55%15.03%
2005
12.79%6.75%
2004
N/A18.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202113.23%N/AN/AN/A
2020-35.25%24.98%9.61%19.33%
201916.02%1.14%-3.38%7.63%
20180.39%-0.67%5.39%-18.12%
20174.65%4.83%0.64%8.51%
20164.39%-0.79%8.48%8.95%
20152.88%-6.03%-11.86%-0.26%
20144.19%2.56%-2.53%3.98%
201310.07%2.03%6.89%4.05%
20129.92%-4.93%6.43%0.75%
20119.95%0.75%-12.15%10.94%
20105.87%-8.51%7.53%17.38%
2009-14.05%28.98%29.82%14.70%
2008-17.25%-1.67%-3.99%-24.03%
20079.29%2.34%-1.56%-6.43%
20066.60%-4.15%4.88%5.03%
20051.95%1.76%5.18%3.37%
20041.80%14.39%N/AN/A

Rank in category (by total return)

YTD72
1-month68
3-month71
1-year90
3-year90
5-year71

Load adjusted returns

1-year27.11%
3-year6.91%
5-year13.19%
10-year8.89%