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Money
What's best?
Should you support your children at university or help them on to property ladder?
Invesco American Value Y (MSAIX)
OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
30.00
0.00
(0.00%)
At close: 04:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.40%
5-year average return
8.09%
Number of years up
12
Number of years down
4
Best 1-yr total return (9 Feb 2023)
39.60%
Worst 1-yr total return (9 Feb 2023)
N/A
Best 3-yr total return
39.60%
Worst 3-yr total return
0.28%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MSAIX
Category
YTD
5.40%
21.28%
1-month
2.82%
-1.96%
3-month
5.22%
4.90%
1-year
-0.06%
55.83%
3-year
10.58%
11.08%
5-year
8.09%
11.93%
10-year
8.64%
10.64%
Last bull market
45.71%
25.54%
Last bear market
-14.58%
-22.08%
Annual total return (%) history
N/A
Past quarterly returns (%)
N/A
Rank in category (by total return)
YTD
81
1-month
81
3-month
31
1-year
33
3-year
33
5-year
57
Load adjusted returns
1-year
4.48%
3-year
11.64%
5-year
6.82%
10-year
8.88%
Data disclaimer
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