Invesco Discovery Y (ODIYX)

87.35 +3.46 (+4.12%) USD  |  Jun 24 2022

ODIYX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Discovery Y
17.41%
46.55%
-1.96%
2.22%
4.49%
29.41%
-3.35%
37.06%
50.40%
15.88%
-31.81%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.31%
T. Rowe Price QM US Small-Cap Gr Eq I
15.69%
44.19%
6.38%
2.33%
11.47%
22.26%
-6.72%
32.93%
24.00%
11.47%
-24.42%
Wasatch Small Cap Growth Institutional
16.95%
31.17%
2.61%
-0.55%
5.03%
21.96%
3.61%
40.32%
54.66%
8.40%
-33.92%
MassMutual Small Cap Gr Eq I
13.53%
47.86%
6.16%
-3.61%
8.01%
24.86%
-4.09%
34.99%
40.66%
10.60%
-26.94%
Alger Small Cap Focus Z
14.22%
38.63%
2.16%
2.28%
8.48%
29.27%
14.51%
24.52%
53.78%
-13.92%
-34.79%
As of June 24, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Discovery Y
2.21%
-18.99%
-31.10%
-27.67%
8.09%
11.98%
12.78%
9.97%
10.05%
10.76%
S&P 500 Total Return
-0.60%
-13.11%
-16.59%
-6.98%
11.77%
11.90%
13.56%
8.78%
9.24%
9.93%
T. Rowe Price QM US Small-Cap Gr Eq I
1.38%
-14.99%
-23.76%
-20.85%
4.67%
7.25%
11.78%
9.21%
9.77%
7.62%
Wasatch Small Cap Growth Institutional
5.77%
-19.50%
-33.60%
-35.39%
6.70%
12.22%
11.47%
9.14%
9.70%
11.79%
MassMutual Small Cap Gr Eq I
1.06%
-17.68%
-26.11%
-25.90%
7.23%
10.25%
12.36%
8.34%
9.82%
8.62%
Alger Small Cap Focus Z
4.02%
-21.02%
-35.13%
-45.54%
-5.13%
5.77%
10.41%
--
--
8.18%
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of May 31, 2022