Unlock stock picks and a broker-level newsfeed that powers Wall Street.

OTC Markets OTCPK - Delayed Quote USD

AIM Investment Funds (Invesco Investment Funds) - Invesco U.S. Managed Volatility Fund (USMVX)

10.79
0.00
(0.00%)
At close: January 30 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.07%
5y Average Return 6.93%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Jan 20, 2023) 27.25%
Worst 1Y Total Return (Jan 20, 2023) --
Best 3Y Total Return 27.25%
Worst 3Y Total Return 6.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
USMVX
Category
YTD
0.07%
5.31%
1-Month
-0.91%
-4.19%
3-Month
-0.28%
3.90%
1-Year
-13.61%
20.31%
3-Year
5.75%
6.48%
5-Year
6.93%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
32.26%
25.56%
Last Bear Market
-12.76%
-15.11%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 62
1-Month 96
3-Month 98
1-Year 62
3-Year 60
5-Year 67

Load Adjusted Returns

1-Year -18.72%
3-Year 6.89%
5-Year 7.99%
10-Year --

Performance & Risk

YTD Return 0.07%
5y Average Return 6.93%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Invesco
Net Assets 14.51M
YTD Return 0.07%
Yield 2.00%
Morningstar Rating
Inception Date Dec 18, 2017

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 equity securities of U.S. large capitalization ("large cap") companies. The fund will also invest in derivatives that the Adviser believes will decrease the volatility level of the fund's annual returns.

Related Tickers