UK markets closed

Invesco Value Opportunities R6 (VVOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.29-0.16 (-0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.41%
5-year average return15.26%
Number of years up5
Number of years down1
Best 1-yr total return (4 Jul 2024)36.09%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return36.09%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVVOSXCategory
YTD12.13%21.28%
1-month-2.69%-1.96%
3-month-1.27%4.90%
1-year26.72%55.83%
3-year12.09%11.08%
5-year15.29%11.93%
10-year9.67%10.64%
Last bull market31.98%25.54%
Last bear market-14.13%-22.08%

Annual total return (%) history

Year
VVOSXCategory
2024
N/AN/A
2023
15.55%N/A
2022
1.75%N/A
2021
36.09%N/A
2020
5.96%2.63%
2019
30.49%25.18%
2018
-19.37%-12.86%
2017
N/A13.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.57%-1.27%N/AN/A
2023-3.88%6.38%1.96%10.84%
20224.11%-14.13%-4.47%19.14%
202119.63%6.49%-0.62%7.50%
2020-38.58%26.11%3.91%31.65%
201918.88%2.44%-3.18%10.67%
2018-2.18%-0.90%3.58%-19.69%
20174.72%5.52%N/AN/A

Rank in category (by total return)

YTD1
1-month80
3-month6
1-year1
3-year1
5-year2

Load adjusted returns

1-year26.72%
3-year12.09%
5-year15.29%
10-year9.67%