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Invesco Discovery Mid Cap Growth R (OEGNX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.47% |
| 5y Average Return | 10.18% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 4, 2024) | 39.82% |
| Worst 1Y Total Return (Nov 4, 2024) | -- |
| Best 3Y Total Return | 39.82% |
| Worst 3Y Total Return | -2.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OEGNX
Category
- YTD
- 19.13%
- 10.80%
- 1-Month
- 3.47%
- 4.43%
- 3-Month
- 6.83%
- 7.00%
- 1-Year
- 32.01%
- 48.17%
- 3-Year
- -0.81%
- 21.26%
- 5-Year
- 10.51%
- 20.18%
- 10-Year
- 11.06%
- 14.07%
- Last Bull Market
- 36.01%
- 27.14%
- Last Bear Market
- -19.88%
- -21.26%
Annual Total Return (%) History
Year
OEGNX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 15.94% | -3.82% | 6.83% | -- |
| 2023 | 5.15% | 5.00% | -7.87% | 10.81% |
| 2022 | -17.07% | -19.88% | 1.50% | 1.91% |
| 2021 | 1.18% | 7.79% | 2.79% | 5.73% |
| 2020 | -16.71% | 31.00% | 7.59% | 19.11% |
| 2019 | 19.10% | 8.87% | -0.83% | 7.77% |
| 2018 | 2.25% | 3.51% | 8.65% | -18.81% |
| 2017 | 8.32% | 5.21% | 5.12% | 6.54% |
| 2016 | -3.50% | 4.99% | 3.39% | -2.99% |
| 2015 | 7.91% | 1.35% | -6.89% | 3.93% |
| 2014 | 0.42% | 0.00% | -0.36% | 5.09% |
| 2013 | 8.65% | 1.48% | 13.82% | 7.23% |
| 2012 | 16.05% | -2.58% | 4.37% | -2.39% |
| 2011 | 12.36% | 1.57% | -18.72% | 7.90% |
| 2010 | 5.34% | -9.93% | 14.89% | 15.61% |
| 2009 | -8.26% | 12.16% | 12.85% | 6.64% |
| 2008 | -15.29% | 10.71% | -12.72% | -25.46% |
| 2007 | 2.09% | 9.86% | 8.49% | 1.15% |
| 2006 | 14.70% | -5.57% | -7.17% | 5.91% |
| 2005 | -7.81% | 2.48% | 8.77% | 1.48% |
| 2004 | 3.30% | -4.07% | -7.87% | 15.01% |
| 2003 | 0.49% | 31.71% | 15.68% | 6.72% |
| 2002 | -11.61% | -19.65% | -21.71% | 13.12% |
| 2001 | 35.45% | -27.57% | 34.21% | -- |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 23 |
| 3-Month | 40 |
| 1-Year | 17 |
| 3-Year | 63 |
| 5-Year | 50 |
Load Adjusted Returns
| 1-Year | 32.01% |
| 3-Year | -0.81% |
| 5-Year | 10.51% |
| 10-Year | 11.06% |
Performance & Risk
| YTD Return | 19.47% |
| 5y Average Return | 10.18% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Invesco |
| Net Assets | 6.18B |
| YTD Return | 19.13% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 24, 2019 |
Fund Summary
The fund mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. The fund will normally invest at least 80% of its net assets in equity securities of mid-cap issuers.
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