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Invesco Income Advantage U.S. Fund A (SCAUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.87+0.04 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.26%
5-year average return6.64%
Number of years up12
Number of years down5
Best 1-yr total return (30 Jun 2024)27.38%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return27.38%
Worst 3-yr total return-0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSCAUXCategory
YTD8.71%11.36%
1-month3.57%1.08%
3-month2.92%5.12%
1-year19.84%28.59%
3-year5.95%9.08%
5-year7.46%8.21%
10-year4.76%7.85%
Last bull market18.12%22.28%
Last bear market-11.78%-18.84%

Annual total return (%) history

Year
SCAUXCategory
2024
N/AN/A
2023
17.29%N/A
2022
-13.42%N/A
2021
22.47%N/A
2020
-3.23%4.24%
2019
12.26%18.81%
2018
-9.28%-5.81%
2017
15.85%13.46%
2016
9.57%7.25%
2015
-8.96%-0.37%
2014
10.31%8.01%
2013
27.38%16.58%
2012
16.98%7.95%
2011
0.74%-0.51%
2010
8.70%12.63%
2009
21.34%30.03%
2008
-36.91%-32.53%
2007
5.74%20.58%
2006
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.31%N/AN/AN/A
20234.75%5.70%-1.68%7.74%
2022-3.62%-11.78%-5.57%7.81%
20219.54%4.30%0.10%7.09%
2020-22.74%14.59%2.19%6.96%
20198.98%-0.46%-0.28%3.77%
2018-1.46%5.19%3.40%-15.35%
20176.37%1.56%3.80%3.32%
20166.08%2.29%0.04%0.93%
2015-0.40%-4.61%-6.61%2.61%
20143.13%6.15%-2.55%3.41%
201310.19%3.57%2.43%8.97%
201213.77%-3.17%8.01%-1.69%
20116.30%0.76%-15.89%11.84%
20103.46%-12.67%9.57%9.80%
2009-10.65%12.12%13.21%7.00%
2008-12.03%-1.49%-10.46%-18.70%
20070.92%4.54%1.04%-0.80%
2006-1.20%5.67%6.30%N/A

Rank in category (by total return)

YTD29
1-month42
3-month46
1-year26
3-year52
5-year62

Load adjusted returns

1-year13.25%
3-year3.97%
5-year6.25%
10-year4.17%