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Invesco Main Street R6 (OMSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.09+0.20 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.02%
5-year average return12.88%
Number of years up10
Number of years down2
Best 1-yr total return (2 Jul 2024)32.48%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.48%
Worst 3-yr total return5.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOMSIXCategory
YTD16.50%5.31%
1-month3.28%-4.19%
3-month3.65%3.90%
1-year22.36%20.31%
3-year8.21%6.48%
5-year13.02%11.78%
10-year11.37%10.96%
Last bull market28.11%25.56%
Last bear market-16.64%-15.11%

Annual total return (%) history

Year
OMSIXCategory
2024
N/AN/A
2023
23.42%22.32%
2022
-19.92%-16.96%
2021
28.02%26.07%
2020
14.74%15.83%
2019
32.48%28.78%
2018
-7.52%-6.27%
2017
17.18%20.44%
2016
11.90%10.37%
2015
3.56%-1.07%
2014
10.95%10.96%
2013
32.06%31.50%
2012
17.07%14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.39%3.65%N/AN/A
20237.29%9.51%-5.30%10.91%
2022-6.04%-16.64%-5.30%7.97%
20218.04%7.69%0.05%9.99%
2020-20.08%18.77%9.56%10.34%
201914.70%5.91%0.93%8.05%
2018-3.05%3.31%6.96%-13.68%
20175.89%3.53%4.65%2.14%
20161.12%3.64%2.38%4.31%
20151.73%0.70%-5.45%6.91%
20141.14%5.10%1.02%3.32%
20138.48%2.72%7.14%10.61%
201215.23%-5.34%7.69%-0.33%

Rank in category (by total return)

YTD15
1-month38
3-month38
1-year56
3-year54
5-year64

Load adjusted returns

1-year22.36%
3-year8.21%
5-year13.02%
10-year11.37%