Nasdaq - Delayed Quote USD

Invesco Discovery Mid Cap Growth R6 (OEGIX)

38.81 +0.33 (+0.86%)
As of 8:05:53 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 35.23%
5y Average Return 12.85%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Dec 3, 2024) 40.73%
Worst 1Y Total Return (Dec 3, 2024) --
Best 3Y Total Return 40.73%
Worst 3Y Total Return -2.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OEGIX
Category
YTD
20.24%
10.80%
1-Month
0.47%
4.43%
3-Month
6.64%
7.00%
1-Year
41.20%
48.17%
3-Year
-2.74%
21.26%
5-Year
10.97%
20.18%
10-Year
11.56%
14.07%
Last Bull Market
36.33%
27.14%
Last Bear Market
-19.78%
-21.26%

Annual Total Return (%) History

Year
OEGIX
Category
2024
--
--
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
2024 16.10% -3.66% 7.01% --
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 11
1-Month 31
3-Month 17
1-Year 16
3-Year 59
5-Year 34

Load Adjusted Returns

1-Year 41.20%
3-Year -2.74%
5-Year 10.97%
10-Year 11.56%

Performance & Risk

YTD Return 35.23%
5y Average Return 12.85%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Invesco
Net Assets 6.18B
YTD Return 20.24%
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.

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