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Invesco Small Cap Equity A (SMEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.05+0.10 (+0.72%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.49%
5-year average return9.17%
Number of years up17
Number of years down6
Best 1-yr total return (30 Jun 2024)36.68%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return36.68%
Worst 3-yr total return2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMEAXCategory
YTD6.74%20.19%
1-month4.47%0.02%
3-month2.96%4.36%
1-year22.40%60.18%
3-year0.26%11.32%
5-year11.58%13.88%
10-year7.38%11.19%
Last bull market25.92%27.98%
Last bear market-17.77%-24.08%

Annual total return (%) history

Year
SMEAXCategory
2024
N/AN/A
2023
15.96%N/A
2022
-20.60%N/A
2021
20.02%N/A
2020
27.29%10.99%
2019
26.13%23.75%
2018
-15.16%-12.72%
2017
13.58%12.28%
2016
11.72%20.78%
2015
-5.61%-5.38%
2014
2.17%3.79%
2013
36.68%37.39%
2012
13.50%15.46%
2011
-0.41%-4.07%
2010
28.57%25.61%
2009
20.35%31.80%
2008
-31.45%-36.56%
2007
4.92%-1.10%
2006
16.83%15.03%
2005
6.58%6.75%
2004
9.45%18.94%
2003
46.17%43.41%
2002
-19.23%-16.22%
2001
8.92%8.92%
2000
N/A11.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.31%N/AN/AN/A
20235.80%3.68%-3.08%9.07%
2022-9.54%-17.77%-1.79%8.70%
202113.16%4.01%-3.18%5.32%
2020-28.96%29.73%7.12%28.94%
201914.49%4.03%-0.99%6.95%
20180.07%4.49%2.62%-20.93%
20173.58%1.22%4.28%3.88%
20160.60%0.30%5.46%4.99%
20154.75%0.69%-13.13%3.02%
2014-0.29%0.18%-5.18%7.88%
201312.54%1.74%8.97%9.54%
201211.07%-6.06%5.82%2.79%
201111.27%-0.66%-22.76%16.65%
20108.51%-8.62%11.23%16.57%
2009-13.78%20.09%14.04%1.93%
2008-8.53%3.92%-5.48%-23.70%
20072.61%6.05%-0.38%-3.23%
200610.93%-1.47%0.67%6.18%
2005-2.58%2.00%4.48%2.65%
20046.23%-0.39%-7.54%11.87%
2003-3.65%20.30%8.49%16.23%
20027.16%-6.68%-23.45%5.51%
2001-9.72%20.83%-17.24%20.65%
2000-4.97%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month64
3-month27
1-year44
3-year68
5-year25

Load adjusted returns

1-year15.66%
3-year-1.61%
5-year10.32%
10-year6.77%