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Invesco Large Cap Basic Value Instl (LCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.41-0.20 (-1.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.87%
5-year average return6.25%
Number of years up6
Number of years down4
Best 1-yr total return (2 Jul 2024)32.32%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.32%
Worst 3-yr total return-1.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCBIXCategory
YTD-2.08%26.79%
1-month-1.93%-1.77%
3-month-5.23%4.45%
1-year5.99%71.02%
3-year1.52%9.35%
5-year6.52%12.17%
10-year4.63%9.95%
Last bull market22.49%28.07%
Last bear market-15.25%-24.24%

Annual total return (%) history

Year
LCBIXCategory
2024
N/AN/A
2023
15.01%N/A
2022
-11.70%N/A
2021
32.32%N/A
2020
-4.86%4.02%
2019
29.08%21.43%
2018
-21.23%-15.46%
2017
11.02%8.54%
2016
25.02%25.99%
2015
-9.32%-6.71%
2014
2.11%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.32%-5.23%N/AN/A
2023-0.73%7.04%-2.28%10.76%
2022-1.05%-15.25%-5.76%11.72%
202120.56%4.32%-2.09%7.46%
2020-40.09%20.56%1.35%29.96%
201915.54%1.99%-1.29%10.98%
2018-4.91%7.65%-0.91%-22.34%
20171.39%1.07%4.13%4.04%
2016-1.11%5.78%7.56%11.11%
20150.87%1.60%-12.26%0.84%
20143.76%0.31%-7.06%5.57%
20137.53%10.57%N/AN/A

Rank in category (by total return)

YTD76
1-month33
3-month76
1-year87
3-year70
5-year86

Load adjusted returns

1-year5.99%
3-year1.52%
5-year6.52%
10-year4.63%