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Invesco Value Opportunities C (VVOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.74-0.02 (-0.11%)
At close: 04:35PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.28%
5-year average return14.53%
Number of years up16
Number of years down6
Best 1-yr total return (25 Jun 2024)34.56%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return34.56%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVVOCXCategory
YTD14.72%21.28%
1-month4.75%-1.96%
3-month10.04%4.90%
1-year41.89%55.83%
3-year10.84%11.08%
5-year16.88%11.93%
10-year9.10%10.64%
Last bull market31.38%25.54%
Last bear market-14.39%-22.08%

Annual total return (%) history

Year
VVOCXCategory
2024
N/AN/A
2023
14.27%N/A
2022
0.62%N/A
2021
34.56%N/A
2020
4.78%2.63%
2019
29.03%25.18%
2018
-20.31%-12.86%
2017
16.35%13.22%
2016
17.13%18.06%
2015
-11.09%-5.41%
2014
5.82%9.31%
2013
31.54%35.14%
2012
16.90%16.60%
2011
-4.18%-3.96%
2010
12.49%21.92%
2009
29.24%35.41%
2008
-40.69%-36.77%
2007
-6.00%0.83%
2006
14.24%15.87%
2005
6.13%8.82%
2004
16.40%17.85%
2003
36.04%33.85%
2002
-17.20%-13.25%
2001
N/A6.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.28%N/AN/AN/A
2023-4.19%6.19%1.58%10.57%
20223.83%-14.39%-4.74%18.83%
202119.26%6.20%-0.87%7.18%
2020-38.71%25.67%3.64%31.27%
201918.52%2.19%-3.44%10.31%
2018-2.51%-1.17%3.34%-19.97%
20173.56%2.21%4.48%5.21%
20160.55%-5.83%11.12%11.32%
2015-1.12%1.77%-12.75%1.27%
20141.54%3.25%-0.70%1.64%
201310.38%3.83%4.03%10.32%
201213.55%-4.34%7.01%0.57%
20115.15%-2.35%-17.45%13.04%
20105.79%-11.06%9.10%9.59%
2009-10.89%16.75%19.13%4.27%
2008-12.06%-12.36%-1.19%-22.12%
20071.66%6.22%-3.95%-9.36%
20063.47%-1.39%5.48%6.15%
2005-0.33%-1.24%1.09%6.66%
20043.31%1.74%1.44%9.17%
2003-4.63%20.65%6.04%11.50%
20026.36%-13.35%-20.69%13.28%
2001-15.37%10.15%N/AN/A

Rank in category (by total return)

YTD1
1-month9
3-month1
1-year2
3-year5
5-year3

Load adjusted returns

1-year40.89%
3-year10.84%
5-year16.88%
10-year9.10%