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Invesco Income Advantage U.S. Fund R (SCRUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.83+0.02 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.68%
5-year average return6.21%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jul 2024)27.07%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.07%
Worst 3-yr total return-0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSCRUXCategory
YTD10.96%11.36%
1-month2.14%1.08%
3-month2.58%5.12%
1-year17.41%28.59%
3-year6.30%9.08%
5-year6.42%8.21%
10-year4.46%7.85%
Last bull market17.84%22.28%
Last bear market-11.80%-18.84%

Annual total return (%) history

Year
SCRUXCategory
2024
N/AN/A
2023
16.93%N/A
2022
-13.56%N/A
2021
22.17%N/A
2020
-3.52%4.24%
2019
12.04%18.81%
2018
-9.55%-5.81%
2017
15.63%13.46%
2016
9.22%7.25%
2015
-9.15%-0.37%
2014
10.07%8.01%
2013
27.07%16.58%
2012
16.61%7.95%
2011
0.52%-0.51%
2010
8.52%12.63%
2009
20.93%30.03%
2008
-36.99%-32.53%
2007
5.53%20.58%
2006
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.17%2.58%N/AN/A
20234.59%5.66%-1.76%7.71%
2022-3.61%-11.80%-5.65%7.78%
20219.52%4.16%0.03%7.06%
2020-22.72%14.45%2.13%6.81%
20199.05%-0.52%-0.43%3.72%
2018-1.53%5.15%3.35%-15.48%
20176.43%1.40%3.75%3.27%
20166.04%2.13%-0.02%0.87%
2015-0.47%-4.70%-6.61%2.55%
20143.07%6.11%-2.63%3.36%
201310.10%3.59%2.37%8.84%
201213.69%-3.31%7.94%-1.72%
20116.18%0.76%-15.95%11.79%
20103.47%-12.71%9.44%9.79%
2009-10.67%12.14%13.06%6.78%
2008-12.13%-1.49%-10.58%-18.59%
20070.82%4.55%0.96%-0.83%
2006-1.30%5.67%6.14%N/A

Rank in category (by total return)

YTD29
1-month40
3-month32
1-year17
3-year47
5-year67

Load adjusted returns

1-year17.41%
3-year6.30%
5-year6.42%
10-year4.46%