Invesco Value Opportunities A (VVOAX)

17.98 +0.32 (+1.81%) USD  |  May 14

VVOAX 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 May 14, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Invesco Value Opportunities A
-3.58%
17.68%
32.51%
6.61%
-10.43%
18.01%
17.10%
-19.71%
29.88%
5.48%
31.05%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
Virtus NFJ Mid-Cap Value A
-1.27%
15.35%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
15.87%
Invesco American Value A
0.60%
17.02%
34.04%
9.42%
-8.95%
15.69%
9.45%
-12.83%
24.62%
1.26%
23.88%
Delaware Opportunity A
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
21.59%
American Beacon Mid-Cap Value A
-0.16%
15.45%
39.22%
8.01%
-4.27%
17.23%
17.29%
-20.05%
25.98%
2.21%
26.38%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Value Opportunities A
6.08%
20.83%
46.07%
106.2%
13.27%
15.31%
10.54%
6.64%
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6.85%
S&P 500 Total Return
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
Virtus NFJ Mid-Cap Value A
3.28%
12.32%
19.95%
53.60%
8.96%
12.85%
10.48%
8.05%
8.40%
11.11%
Invesco American Value A
5.26%
15.81%
33.60%
74.61%
8.93%
11.43%
9.51%
8.13%
8.44%
9.54%
Delaware Opportunity A
3.40%
12.19%
31.27%
80.54%
10.21%
12.16%
10.56%
8.39%
7.79%
9.13%
American Beacon Mid-Cap Value A
5.73%
17.18%
37.97%
101.4%
10.37%
12.35%
10.54%
8.50%
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9.12%
As of May 14, 2021. 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 April 30, 2021