Nasdaq - Delayed Quote USD
Invesco Discovery Large Cap Y (OTCYX)
82.46
-3.41
(-3.97%)
As of 8:09:20 AM EDT. Market Open.
Fund Summary
The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -16.11% |
| 5y Average Return | 14.67% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OTCYX | Category Average | OTCYX | Category Average | OTCYX | Category Average | |
| Alpha | -1.83 | 0.03 | -2.55 | 0.04 | -1.52 | 0.01 |
| BETA | 1.08 | 0.01 | 1.12 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.74 | 0.02 | 1.5 | 0.02 | 1.04 | 0.01 |
| R-squared | 86.01 | 0.89 | 86.26 | 0.87 | 87.2 | 0.87 |
| Standard Deviation | 20.25 | 0.2 | 20.52 | 0.16 | 17.96 | 0.15 |
| Sharpe Ratio | 0.21 | 0.01 | 0.74 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 2.22 | 0.21 | 12.76 | 0.21 | 8.69 | 0.15 |
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