Invesco Small Cap Equity R6 (SMEFX)

13.53 -0.12 (-0.88%) USD  |  Jun 29 2022

SMEFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 29, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Small Cap Equity R6
13.68%
37.34%
2.60%
-5.10%
12.31%
14.19%
-14.75%
26.67%
28.03%
20.46%
-24.88%
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%
-19.27%
TIAA-CREF Quant Small-Cap Equity Ret
13.79%
39.66%
6.68%
-0.12%
19.63%
14.74%
-12.16%
23.58%
12.53%
24.73%
-20.81%
Northern Small Cap Core K
17.12%
38.78%
6.53%
-4.28%
20.72%
13.03%
-10.21%
23.27%
14.50%
20.46%
-19.76%
MFS Blended Research Small Cap Eq R6
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20.30%
13.92%
-5.32%
26.28%
2.21%
29.16%
-19.42%
Calvert Small-Cap R6
15.29%
40.85%
7.03%
-1.09%
20.00%
13.20%
-6.85%
26.31%
15.02%
20.04%
-18.29%
As of June 29, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Small Cap Equity R6
-9.26%
-19.13%
-24.96%
-23.46%
7.13%
6.42%
8.86%
6.25%
7.63%
7.06%
S&P 500 Total Return
-8.03%
-17.21%
-19.71%
-9.72%
10.92%
11.54%
13.05%
8.60%
9.13%
9.85%
TIAA-CREF Quant Small-Cap Equity Ret
-8.67%
-18.41%
-20.98%
-19.22%
5.14%
5.80%
10.10%
6.47%
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9.59%
Northern Small Cap Core K
-8.43%
-16.82%
-19.93%
-18.23%
5.58%
5.80%
9.85%
6.91%
7.79%
7.11%
MFS Blended Research Small Cap Eq R6
-9.17%
-18.23%
-19.76%
-15.30%
4.28%
6.74%
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8.22%
Calvert Small-Cap R6
-6.07%
-15.22%
-18.22%
-13.28%
5.17%
7.57%
11.40%
6.77%
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7.31%
As of June 29, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022