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Invesco Value Opportunities R6 (VVOSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.29
-0.16
(-0.78%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
12.41%
5-year average return
15.26%
Number of years up
5
Number of years down
1
Best 1-yr total return (4 Jul 2024)
36.09%
Worst 1-yr total return (4 Jul 2024)
N/A
Best 3-yr total return
36.09%
Worst 3-yr total return
3.69%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VVOSX
Category
YTD
12.13%
21.28%
1-month
-2.69%
-1.96%
3-month
-1.27%
4.90%
1-year
26.72%
55.83%
3-year
12.09%
11.08%
5-year
15.29%
11.93%
10-year
9.67%
10.64%
Last bull market
31.98%
25.54%
Last bear market
-14.13%
-22.08%
Annual total return (%) history
Year
VVOSX
Category
2024
N/A
N/A
2023
15.55%
N/A
2022
1.75%
N/A
2021
36.09%
N/A
2020
5.96%
2.63%
2019
30.49%
25.18%
2018
-19.37%
-12.86%
2017
N/A
13.22%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
13.57%
-1.27%
N/A
N/A
2023
-3.88%
6.38%
1.96%
10.84%
2022
4.11%
-14.13%
-4.47%
19.14%
2021
19.63%
6.49%
-0.62%
7.50%
2020
-38.58%
26.11%
3.91%
31.65%
2019
18.88%
2.44%
-3.18%
10.67%
2018
-2.18%
-0.90%
3.58%
-19.69%
2017
4.72%
5.52%
N/A
N/A
Rank in category (by total return)
YTD
1
1-month
80
3-month
6
1-year
1
3-year
1
5-year
2
Load adjusted returns
1-year
26.72%
3-year
12.09%
5-year
15.29%
10-year
9.67%
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