Invesco Small Cap Value C (VSMCX)

8.16 +0.04 (+0.49%) USD  |  Mar 24 2023
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VSMCX Performance

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 March 24, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Invesco Small Cap Value C
43.20%
6.37%
-9.55%
17.43%
17.48%
-25.83%
30.89%
10.17%
35.46%
3.51%
-5.56%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
Delaware Small Cap Value C
31.18%
4.59%
-7.14%
30.04%
10.86%
-18.16%
26.87%
-2.21%
32.93%
-13.07%
-5.50%
Franklin Small Cap Value C
33.78%
-0.70%
-8.48%
28.63%
9.81%
-13.32%
25.11%
4.57%
24.53%
-10.86%
-2.09%
Fidelity Advisor® Small Cap Value C
35.72%
5.49%
-2.65%
20.14%
11.10%
-15.90%
19.64%
9.98%
36.77%
-14.08%
-2.55%
Nuveen Small Cap Value C
37.66%
4.05%
1.93%
29.89%
5.28%
-21.44%
16.12%
-5.11%
33.97%
-13.30%
-4.20%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Small Cap Value C
-11.88%
-5.56%
11.69%
-10.05%
41.22%
8.35%
8.87%
9.20%
10.92%
9.53%
S&P 500 Total Return
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
Delaware Small Cap Value C
-11.28%
-5.60%
3.34%
-15.97%
21.32%
3.20%
6.27%
6.93%
8.59%
9.43%
Franklin Small Cap Value C
-8.22%
-1.67%
8.47%
-10.59%
22.48%
5.16%
6.84%
6.82%
9.08%
7.97%
Fidelity Advisor® Small Cap Value C
-9.87%
-2.61%
4.65%
-14.95%
26.06%
5.72%
7.43%
8.62%
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8.63%
Nuveen Small Cap Value C
-9.99%
-4.26%
2.21%
-14.62%
23.08%
0.38%
5.55%
5.93%
7.91%
8.14%
As of March 24, 2023. 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
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Downside
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Capture Ratio
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As of February 28, 2023