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Nasdaq - Delayed Quote USD

Invesco Rising Dividends C (OCRDX)

17.48
+1.32
+(8.17%)
At close: 8:04:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.27%
5y Average Return 12.04%
Number of Years Up 24
Number of Years Down 7
Best 1Y Total Return (Apr 8, 2025) 28.58%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 28.58%
Worst 3Y Total Return 3.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OCRDX
Category
YTD
-2.17%
5.31%
1-Month
-4.80%
-4.19%
3-Month
-2.17%
3.90%
1-Year
5.55%
20.31%
3-Year
6.77%
6.48%
5-Year
15.95%
11.78%
10-Year
8.94%
10.96%
Last Bull Market
16.92%
25.56%
Last Bear Market
-14.58%
-15.11%

Annual Total Return (%) History

Year
OCRDX
Category
2025
--
--
2024
18.61%
--
2023
16.70%
22.32%
2022
-13.33%
-16.96%
2021
25.66%
26.07%
2020
12.50%
15.83%
2019
28.58%
28.78%
2018
-7.19%
-6.27%

2017
15.94%
20.44%
2016
3.68%
10.37%
2015
-1.40%
-1.07%
2014
10.11%
10.96%
2013
26.39%
31.50%
2012
11.84%
14.96%
2011
1.57%
-1.27%
2010
12.27%
14.01%
2009
17.73%
28.17%
2008
-31.81%
-37.79%
2007
11.84%
6.16%
2006
14.97%
14.17%
2005
5.10%
5.88%
2004
11.77%
10.02%
2003
25.95%
27.05%
2002
-19.45%
-22.25%
2001
-8.48%
-13.50%
2000
12.30%
-6.31%
1999
-0.57%
20.16%
1998
8.93%
22.39%
1997
25.88%
28.37%
1996
24.89%
20.76%
1995
36.32%
32.35%
1994
0.25%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.17% -- -- --
2024 9.93% 1.88% 5.48% 0.39%
2023 4.46% 7.47% -4.95% 9.37%
2022 -3.56% -14.58% -5.45% 11.29%
2021 3.93% 8.12% -0.43% 12.31%
2020 -20.82% 18.32% 10.21% 8.95%
2019 12.43% 4.62% 1.41% 7.78%
2018 -1.81% 3.44% 6.49% -14.19%
2017 4.63% 3.49% 3.18% 3.77%
2016 -2.15% 1.81% 1.49% 2.55%

2015 -0.32% 0.13% -7.95% 7.31%
2014 0.84% 3.72% -0.10% 5.38%
2013 9.73% 0.85% 4.39% 9.41%
2012 11.61% -4.97% 5.09% 0.35%
2011 5.22% 1.33% -14.33% 11.19%
2010 3.84% -11.09% 10.33% 10.21%
2009 -9.80% 11.62% 10.72% 5.60%
2008 -7.62% -2.26% -5.60% -20.00%
2007 4.11% 8.16% 1.05% -1.70%
2006 2.91% -0.90% 5.82% 6.54%
2005 0.05% 1.38% 4.32% -0.67%
2004 1.43% 1.95% 0.21% 7.86%
2003 -5.26% 16.14% 2.33% 11.86%
2002 0.56% -9.26% -18.63% 8.48%
2001 -4.39% 2.24% -9.23% 3.15%
2000 -2.24% -2.97% 5.02% 12.74%
1999 -0.71% 8.88% -11.28% 3.67%
1998 11.34% 0.22% -13.69% 13.09%
1997 0.84% 13.41% 7.12% 2.76%
1996 8.78% 2.93% 5.25% 5.99%
1995 10.87% 10.29% 8.16% 3.08%
1994 -2.66% 1.37% 4.22% -2.50%
1993 0.20% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 23
3-Month 21
1-Year 60
3-Year 74
5-Year 77

Load Adjusted Returns

1-Year 4.64%
3-Year 6.77%
5-Year 15.95%
10-Year 8.94%

Performance & Risk

YTD Return -12.27%
5y Average Return 12.04%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Invesco
Net Assets 3.05B
YTD Return -2.17%
Yield 0.11%
Morningstar Rating
Inception Date May 24, 2019

Fund Summary

The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.

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