Nasdaq - Delayed Quote USD

Invesco Income Advantage U.S. Fund C (SCCUX)

10.77
0.00
(0.00%)
At close: 8:07:18 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.01%
5y Average Return 10.30%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 26.35%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 26.35%
Worst 3Y Total Return -1.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCCUX
Category
YTD
-2.25%
11.36%
1-Month
-0.73%
1.08%
3-Month
-5.12%
5.12%
1-Year
9.26%
28.59%
3-Year
8.35%
9.08%
5-Year
9.70%
8.21%
10-Year
4.41%
7.85%
Last Bull Market
14.84%
22.28%
Last Bear Market
-12.00%
-18.84%

Annual Total Return (%) History

Year
SCCUX
Category
2025
--
--
2024
16.98%
--
2023
16.36%
--
2022
-13.98%
--
2021
21.61%
--
2020
-4.00%
4.24%
2019
11.30%
18.81%
2018
-9.95%
-5.81%

2017
15.00%
13.46%
2016
8.64%
7.25%
2015
-9.64%
-0.37%
2014
9.60%
8.01%
2013
26.35%
16.58%
2012
16.06%
7.95%
2011
0.08%
-0.51%
2010
7.64%
12.63%
2009
20.42%
30.03%
2008
-37.23%
-32.53%
2007
4.98%
20.58%
2006
--
18.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.53% -- -- --
2024 8.02% 2.46% 4.22% 1.41%
2023 4.50% 5.47% -1.82% 7.54%
2022 -3.71% -12.00% -5.65% 7.60%
2021 9.41% 4.08% -0.10% 6.90%
2020 -22.86% 14.37% 2.02% 6.66%
2019 8.71% -0.65% -0.47% 3.54%
2018 -1.68% 4.99% 3.26% -15.52%
2017 6.26% 1.29% 3.66% 3.07%
2016 5.87% 2.02% -0.16% 0.75%

2015 -0.61% -4.88% -6.70% 2.43%
2014 2.97% 5.94% -2.70% 3.26%
2013 9.94% 3.40% 2.26% 8.68%
2012 13.53% -3.46% 7.78% -1.76%
2011 5.95% 0.77% -16.08% 11.71%
2010 3.19% -12.92% 9.35% 9.54%
2009 -10.76% 11.87% 13.04% 6.71%
2008 -12.18% -1.60% -10.65% -18.71%
2007 0.73% 4.36% 0.87% -1.01%
2006 -1.40% 5.48% 6.05% --

Rank in Category (By Total Return)

YTD 27
1-Month 46
3-Month 32
1-Year 34
3-Year 32
5-Year 68

Load Adjusted Returns

1-Year 8.26%
3-Year 8.35%
5-Year 9.70%
10-Year 4.41%

Performance & Risk

YTD Return 1.01%
5y Average Return 10.30%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Derivative Income
Fund Family Invesco
Net Assets 181.47M
YTD Return -2.25%
Yield 5.84%
Morningstar Rating
Inception Date Oct 03, 2008

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in U.S. equity securities, including common and preferred stock, and ELNs. It may also invest in real estate investment trusts (REITs), which are trusts that sell equity and/or debt securities to investors and use the proceeds to invest in real estate or interests therein.

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