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Invesco Small Cap Equity C (SMECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.87+0.02 (+0.23%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.88%
5-year average return9.57%
Number of years up17
Number of years down6
Best 1-yr total return (15 May 2024)35.62%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return35.62%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMECXCategory
YTD1.81%20.19%
1-month-5.70%0.02%
3-month4.07%4.36%
1-year12.54%60.18%
3-year-2.09%11.32%
5-year8.05%13.88%
10-year6.18%11.19%
Last bull market25.33%27.98%
Last bear market-17.97%-24.08%

Annual total return (%) history

Year
SMECXCategory
2024
N/AN/A
2023
15.28%N/A
2022
-21.20%N/A
2021
19.06%N/A
2020
26.36%10.99%
2019
25.10%23.75%
2018
-15.76%-12.72%
2017
12.79%12.28%
2016
10.90%20.78%
2015
-6.36%-5.38%
2014
1.40%3.79%
2013
35.62%37.39%
2012
12.68%15.46%
2011
-1.17%-4.07%
2010
27.75%25.61%
2009
19.45%31.80%
2008
-32.01%-36.56%
2007
4.16%-1.10%
2006
16.00%15.03%
2005
5.81%6.75%
2004
8.64%18.94%
2003
45.13%43.41%
2002
-19.70%-16.22%
2001
8.14%8.92%
2000
N/A11.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.97%N/AN/AN/A
20235.67%3.53%-3.29%8.95%
2022-9.68%-17.97%-1.83%8.33%
202112.96%3.85%-3.39%5.04%
2020-29.09%29.57%6.81%28.76%
201914.25%3.85%-1.20%6.72%
2018-0.16%4.30%2.41%-21.00%
20173.42%0.99%4.09%3.73%
20160.45%0.09%5.32%4.74%
20154.57%0.44%-13.26%2.79%
2014-0.47%0.00%-5.39%7.68%
201312.28%1.58%8.76%9.33%
201210.81%-6.15%5.59%2.61%
201111.04%-0.89%-22.84%16.38%
20108.37%-8.78%11.02%16.41%
2009-13.84%19.87%13.66%1.75%
2008-8.70%3.71%-5.61%-23.93%
20072.42%5.83%-0.56%-3.36%
200610.71%-1.61%0.55%5.91%
2005-2.74%1.82%4.31%2.43%
20046.03%-0.56%-7.74%11.67%
2003-3.82%20.00%8.44%15.96%
20027.03%-6.85%-23.63%5.46%
2001-9.85%20.67%-17.42%20.38%
2000-5.18%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month32
3-month12
1-year65
3-year80
5-year37

Load adjusted returns

1-year11.54%
3-year-2.09%
5-year8.05%
10-year6.18%