Nasdaq - Delayed Quote USD

Invesco Discovery Mid Cap Growth R6 (OEGIX)

33.88
0.00
(0.00%)
At close: 8:01:54 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.56%
5y Average Return 10.09%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 40.73%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 40.73%
Worst 3Y Total Return -2.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OEGIX
Category
YTD
-10.51%
10.80%
1-Month
2.05%
4.43%
3-Month
-14.81%
7.00%
1-Year
1.23%
48.17%
3-Year
5.50%
21.26%
5-Year
9.10%
20.18%
10-Year
9.77%
14.07%
Last Bull Market
22.18%
27.14%
Last Bear Market
-19.78%
-21.26%

Annual Total Return (%) History

Year
OEGIX
Category
2025
--
--
2024
24.55%
--
2023
13.39%
--
2022
-30.81%
--
2021
19.27%
--
2020
40.73%
39.26%
2019
39.52%
32.52%
2018
-6.03%
-6.65%

2017
28.54%
23.91%
2016
2.35%
6.03%
2015
6.53%
-0.95%
2014
5.94%
7.00%
2013
--
34.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.31% -- -- --
2024 16.10% -3.66% 7.01% 4.06%
2023 5.29% 5.14% -7.71% 10.98%
2022 -16.95% -19.78% 1.72% 2.10%
2021 1.35% 7.97% 2.95% 5.88%
2020 -16.56% 31.18% 7.79% 19.28%
2019 19.27% 9.05% -0.63% 7.95%
2018 2.40% 3.68% 8.82% -18.66%
2017 8.52% 5.38% 5.29% 6.75%
2016 -3.37% 5.25% 3.52% -2.79%

2015 8.11% 1.47% -6.69% 4.08%
2014 0.63% 0.16% -0.16% 5.27%
2013 1.64% 14.14% 7.42% --

Rank in Category (By Total Return)

YTD 85
1-Month 33
3-Month 82
1-Year 64
3-Year 56
5-Year 51

Load Adjusted Returns

1-Year 1.23%
3-Year 5.50%
5-Year 9.10%
10-Year 9.77%

Performance & Risk

YTD Return -2.56%
5y Average Return 10.09%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Invesco
Net Assets 5.66B
YTD Return -10.51%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2000

Fund Summary

The fund mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. The fund will normally invest at least 80% of its net assets in equity securities of mid-cap issuers.

Related Tickers