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Invesco Main Street All Cap Y (OMSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.89-0.12 (-0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.48%
5-year average return14.79%
Number of years up17
Number of years down6
Best 1-yr total return (27 Jun 2024)33.19%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.19%
Worst 3-yr total return4.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOMSYXCategory
YTD14.36%5.31%
1-month5.11%-4.19%
3-month5.31%3.90%
1-year28.96%20.31%
3-year8.76%6.48%
5-year15.71%11.78%
10-year10.81%10.96%
Last bull market28.41%25.56%
Last bear market-16.47%-15.11%

Annual total return (%) history

Year
OMSYXCategory
2024
N/AN/A
2023
26.24%22.32%
2022
-19.52%-16.96%
2021
26.90%26.07%
2020
20.03%15.83%
2019
33.19%28.78%
2018
-10.18%-6.27%
2017
16.40%20.44%
2016
10.02%10.37%
2015
-1.07%-1.07%
2014
7.70%10.96%
2013
29.57%31.50%
2012
16.33%14.96%
2011
-2.64%-1.27%
2010
17.27%14.01%
2009
32.36%28.17%
2008
-38.21%-37.79%
2007
3.97%6.16%
2006
15.20%14.17%
2005
7.21%5.88%
2004
13.07%10.02%
2003
41.33%27.05%
2002
-15.81%-22.25%
2001
16.47%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.10%N/AN/AN/A
20236.69%11.30%-4.30%11.09%
2022-4.77%-16.47%-5.22%6.76%
20218.06%8.43%-0.39%8.73%
2020-19.97%21.96%9.82%11.98%
201915.75%4.95%1.95%7.53%
2018-1.03%3.36%5.32%-16.63%
20175.05%3.38%3.63%3.43%
20160.85%2.19%1.87%4.78%
20151.45%0.54%-8.16%5.60%
20141.13%5.20%-0.81%2.06%
20137.81%2.50%6.32%10.29%
201215.68%-6.13%7.55%-0.40%
20110.69%-1.30%-11.56%10.77%
20105.97%-10.75%12.24%10.48%
2009-10.81%24.23%13.50%5.24%
2008-11.29%1.78%-12.10%-22.15%
20070.94%6.49%2.36%-5.51%
20065.78%-1.94%4.02%6.76%
2005-2.03%1.92%4.75%2.51%
20043.60%0.23%-1.43%10.47%
2003-2.21%18.31%6.88%14.30%
20023.07%-5.32%-17.06%4.02%
20012.93%12.63%-12.24%14.48%
2000-7.76%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month20
3-month8
1-year26
3-year37
5-year23

Load adjusted returns

1-year28.96%
3-year8.76%
5-year15.71%
10-year10.81%