Invesco Small Cap Equity Y (SMEYX)

13.44 +0.07 (+0.52%) USD  |  Aug 08 2022

SMEYX 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 August 08, 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 Y
13.79%
37.07%
2.36%
-5.37%
12.02%
13.88%
-14.92%
26.36%
27.70%
20.27%
-16.10%
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%
-12.35%
Hodges Small Cap Institutional
21.08%
46.04%
6.40%
-8.50%
16.59%
9.52%
-16.11%
17.03%
17.27%
36.42%
-7.84%
Nuveen Small Cap Select I
12.38%
32.27%
5.65%
-1.77%
21.65%
9.97%
-11.06%
29.05%
18.65%
24.67%
-15.67%
Nationwide Small Cap Index Instl Svc
16.35%
38.85%
4.89%
-4.43%
21.27%
14.33%
-11.35%
25.20%
19.76%
14.26%
-13.00%
AMG GW&K Small Cap Value Z
19.34%
51.59%
4.02%
-6.05%
21.32%
8.62%
-18.80%
28.94%
3.57%
33.27%
-10.96%
As of August 08, 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 Y
10.34%
4.43%
-7.44%
-14.70%
11.06%
8.28%
9.59%
7.23%
9.25%
7.51%
S&P 500 Total Return
6.26%
0.83%
-7.71%
-5.30%
13.98%
12.83%
13.63%
9.21%
10.06%
10.09%
Hodges Small Cap Institutional
12.88%
0.23%
-1.00%
-6.85%
14.98%
10.82%
10.78%
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9.73%
Nuveen Small Cap Select I
8.79%
3.63%
-8.33%
-13.81%
10.76%
8.81%
10.79%
7.80%
10.41%
10.07%
Nationwide Small Cap Index Instl Svc
9.79%
5.87%
-4.57%
-12.84%
9.23%
7.64%
10.55%
7.40%
9.59%
7.27%
AMG GW&K Small Cap Value Z
7.50%
1.03%
-5.88%
-4.71%
11.36%
6.59%
10.79%
7.80%
9.82%
11.26%
As of August 08, 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 July 31, 2022