Nasdaq - Delayed Quote USD

Invesco Income Advantage U.S. Fund Inv (SCNUX)

11.01
-0.11
(-0.99%)
At close: 8:02:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.37%
5y Average Return 11.27%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 27.43%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 27.43%
Worst 3Y Total Return -0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCNUX
Category
YTD
-1.92%
11.36%
1-Month
-0.64%
1.08%
3-Month
-4.89%
5.12%
1-Year
10.11%
28.59%
3-Year
9.18%
9.08%
5-Year
10.54%
8.21%
10-Year
5.21%
7.85%
Last Bull Market
15.38%
22.28%
Last Bear Market
-11.73%
-18.84%

Annual Total Return (%) History

Year
SCNUX
Category
2025
--
--
2024
17.82%
--
2023
17.25%
--
2022
-13.35%
--
2021
22.51%
--
2020
-3.31%
4.24%
2019
12.33%
18.81%
2018
-9.33%
-5.81%

2017
15.91%
13.46%
2016
9.55%
7.25%
2015
-9.02%
-0.37%
2014
10.39%
8.01%
2013
27.43%
16.58%
2012
16.93%
7.95%
2011
0.74%
-0.51%
2010
8.67%
12.63%
2009
21.27%
30.03%
2008
--
-32.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.29% -- -- --
2024 8.28% 2.63% 4.36% 1.60%
2023 4.74% 5.68% -1.66% 7.72%
2022 -3.60% -11.73% -5.54% 7.79%
2021 9.61% 4.28% 0.10% 7.07%
2020 -22.74% 14.54% 2.29% 6.83%
2019 9.05% -0.46% -0.37% 3.86%
2018 -1.55% 5.27% 3.39% -15.39%
2017 6.45% 1.46% 3.88% 3.31%
2016 6.18% 2.18% 0.04% 0.93%

2015 -0.39% -4.69% -6.59% 2.60%
2014 3.12% 6.23% -2.63% 3.50%
2013 10.28% 3.56% 2.42% 8.95%
2012 13.87% -3.28% 7.99% -1.68%
2011 6.28% 0.88% -15.96% 11.80%
2010 3.45% -12.64% 9.54% 9.78%
2009 -10.62% 12.07% 13.33% 6.82%
2008 -10.45% -18.56% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 44
3-Month 30
1-Year 27
3-Year 18
5-Year 47

Load Adjusted Returns

1-Year 10.11%
3-Year 9.18%
5-Year 10.54%
10-Year 5.21%

Performance & Risk

YTD Return 2.37%
5y Average Return 11.27%
Rank in Category (ytd) 26
% 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 -1.92%
Yield 6.62%
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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