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Invesco Small Cap Equity R6 (SMEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.09-0.11 (-0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.91%
5-year average return9.59%
Number of years up8
Number of years down3
Best 1-yr total return (4 Jul 2024)37.34%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return37.34%
Worst 3-yr total return3.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMEFXCategory
YTD5.71%20.19%
1-month-1.09%0.02%
3-month-2.49%4.36%
1-year12.05%60.18%
3-year0.13%11.32%
5-year9.97%13.88%
10-year7.40%11.19%
Last bull market26.11%27.98%
Last bear market-17.66%-24.08%

Annual total return (%) history

Year
SMEFXCategory
2024
N/AN/A
2023
16.58%N/A
2022
-20.25%N/A
2021
20.46%N/A
2020
28.03%10.99%
2019
26.67%23.75%
2018
-14.75%-12.72%
2017
14.19%12.28%
2016
12.31%20.78%
2015
-5.10%-5.38%
2014
2.60%3.79%
2013
37.34%37.39%
2012
N/A15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.41%-2.49%N/AN/A
20235.99%3.77%-2.98%9.25%
2022-9.44%-17.66%-1.64%8.72%
202113.24%4.15%-3.11%5.42%
2020-28.87%29.95%7.21%29.19%
201914.56%4.19%-0.87%7.06%
20180.12%4.64%2.75%-20.81%
20173.78%1.23%4.45%4.06%
20160.82%0.34%5.63%5.09%
20154.91%0.82%-13.01%3.13%
2014-0.17%0.28%-5.04%7.93%
201312.64%1.85%9.14%9.68%
20122.95%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month29
3-month28
1-year29
3-year58
5-year20

Load adjusted returns

1-year12.05%
3-year0.13%
5-year9.97%
10-year7.40%