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Invesco Discovery R5 (DIGGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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96.29+0.22 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.90%
5-year average return10.85%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)50.57%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return50.57%
Worst 3-yr total return-2.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDIGGXCategory
YTD11.04%12.40%
1-month3.51%3.37%
3-month0.55%4.88%
1-year25.78%55.69%
3-year-0.57%19.34%
5-year12.26%20.72%
10-year12.11%13.98%
Last bull market34.66%27.85%
Last bear market-22.04%-24.06%

Annual total return (%) history

Year
DIGGXCategory
2024
N/AN/A
2023
17.46%N/A
2022
-31.06%N/A
2021
15.94%N/A
2020
50.57%38.62%
2019
N/A27.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.92%N/AN/AN/A
20236.23%6.95%-6.84%10.98%
2022-16.01%-22.04%2.71%2.51%
20213.45%5.95%1.86%3.85%
2020-15.87%33.93%8.77%22.86%
2019-3.97%9.21%N/AN/A

Rank in category (by total return)

YTD13
1-month66
3-month43
1-year16
3-year31
5-year13

Load adjusted returns

1-year25.78%
3-year-0.57%
5-year12.26%
10-year12.11%