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Invesco American Value Y (MSAIX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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30.000.00 (0.00%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.40%
5-year average return8.09%
Number of years up12
Number of years down4
Best 1-yr total return (9 Feb 2023)39.60%
Worst 1-yr total return (9 Feb 2023)N/A
Best 3-yr total return39.60%
Worst 3-yr total return0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSAIXCategory
YTD5.40%21.28%
1-month2.82%-1.96%
3-month5.22%4.90%
1-year-0.06%55.83%
3-year10.58%11.08%
5-year8.09%11.93%
10-year8.64%10.64%
Last bull market45.71%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)

YTD81
1-month81
3-month31
1-year33
3-year33
5-year57

Load adjusted returns

1-year4.48%
3-year11.64%
5-year6.82%
10-year8.88%