Invesco International Small-mid Company Fund Class Y: (MF: OSMYX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$39.39 USD
+0.56 (1.44%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.71 | 69 |
3 months | 2.71 | 69 |
6 months | -10.02 | 96 |
1 Year | -4.69 | 94 |
3 Year | -3.31 | 96 |
5 Year | 6.33 | 87 |
10 Year | 6.09 | 15 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -71.25 |
Bull Market (2/09 - 3/21) | 791.82 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | -4.69 |
5 Year | 6.32 |
10 Year | 6.10 |
Since Inception | 8.75 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.71 | NA | NA | NA |
2024 | 1.03 | -5.30 | 11.86 | -12.40 |
2023 | 7.67 | 0.09 | -8.40 | 14.03 |
2022 | -17.27 | -19.43 | -10.97 | 16.25 |
2021 | -3.05 | 9.66 | 3.38 | 3.84 |
2020 | -21.46 | 24.92 | 12.03 | 13.77 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.71 | -6.24 | 12.56 | -31.01 | 14.14 | 25.06 | 25.08 | -9.25 | 38.31 | -0.24 | 15.15 |
% Total Return Rel to Index | -4.30 | -10.59 | -6.29 | -14.53 | -3.22 | 19.62 | 6.65 | 6.88 | 16.50 | 1.63 | 18.42 |
% Total Return Rel to Peer | -2.08 | -10.79 | -2.25 | -11.30 | 7.71 | 10.33 | 2.74 | 6.78 | 9.38 | -2.99 | 19.70 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 1.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 0.67 | 0.47 | 0.09 | 0.16 | 0.00 | 0.19 | 0.39 | 0.53 | 0.15 | 0.09 |
% Yield | 0.00 | 1.63 | 1.40 | 0.24 | 0.25 | 0.00 | 0.37 | 0.84 | 1.00 | 0.40 | 0.24 |
Capital Gains ($) | 0.00 | 3.26 | 0.65 | 0.11 | 5.69 | 4.50 | 2.18 | 4.22 | 1.09 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.14 | 1.11 | 1.09 | 1.07 | 1.10 | 1.07 | 1.13 | 1.14 | 1.03 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%