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VCSCX: INVESCO SMALL CAP DISCOVERY FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/30/2000 |
Last Dividend Date: | 05/13/2020 |
12-Mo. Yield | 32.12% |
Expenses | 2.03% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/30/2000 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -33.1 | -18.6 | -13.1 | -6.4 | 7.8 | 4.3 | -14.7 | -4.3 | -25.8 | 1.7 | 0.3 | -18.3 | -15.3 | 14.2 | 2.7 | -14.5 | 22.9 | 16.6 | -36.2 | 12.9 | 12.0 | 12.0 | 20.9 | 37.9 | -27.3 | -39.4 | 7.6 |
Sharpe Ratio | NA | -1.17 | -1.1 | -1.19 | -0.99 | NA | -0.96 | -0.84 | -0.83 | -1.39 | -0.8 | -1.81 | -1.35 | -1.27 | -0.19 | -0.76 | -1.05 | 0.21 | -0.08 | -1.55 | -0.45 | -0.57 | -0.56 | 0.07 | 0.97 | -2.02 | -2.17 | 2.13 |
Draw Down(%) | NA | 51.1 | 60.9 | 65.4 | 71.3 | NA | 72.7 | 37.1 | 27.9 | 42.9 | 18.7 | 19.5 | 29.4 | 23.7 | 18.2 | 15.6 | 28.8 | 16.4 | 21.3 | 48.5 | 14.4 | 18.9 | 10.0 | 13.7 | 10.8 | 33.2 | 50.7 | 7.9 |
Standard Deviation(%) | NA | 47.1 | 36.2 | 31.6 | 28.2 | NA | 26.0 | 58.5 | 33.0 | 34.0 | 22.0 | 18.6 | 27.3 | 26.6 | 22.3 | 21.0 | 31.3 | 20.8 | 25.3 | 35.8 | 20.2 | 18.2 | 16.1 | 17.9 | 19.3 | 23.2 | 28.4 | 34.8 |
Treynor Ratio | NA | -0.54 | -0.38 | -0.36 | -0.28 | NA | -0.27 | -0.49 | -0.27 | -0.41 | -0.18 | -0.33 | -0.3 | -0.29 | -0.05 | -0.16 | -0.37 | 0.05 | -0.03 | -0.68 | -0.09 | -0.1 | -0.09 | 0.01 | 0.2 | -0.52 | -0.62 | 1.55 |
Alpha | NA | -0.13 | -0.08 | -0.03 | -0.07 | NA | -0.08 | -0.05 | -0.11 | -0.07 | -0.11 | 0.0 | 0.3 | -0.06 | -0.13 | -0.05 | -0.06 | -0.12 | -0.06 | -0.03 | 0.01 | 0.0 | 0.05 | 0.02 | -0.01 | -0.1 | -0.2 | 0.17 |
Beta | NA | 1.01 | 1.04 | 1.05 | 1.0 | NA | 0.93 | 1.01 | 1.02 | 1.16 | 0.95 | 1.03 | 1.21 | 1.16 | 0.95 | 0.98 | 0.89 | 0.86 | 0.76 | 0.82 | 1.02 | 1.04 | 1.05 | 0.93 | 0.95 | 0.9 | 1.0 | 0.48 |
RSquared | NA | 0.65 | 0.56 | 0.59 | 0.63 | NA | 0.74 | 0.94 | 0.29 | 0.51 | 0.23 | 0.94 | 0.56 | 0.52 | 0.41 | 0.67 | 0.85 | 0.98 | 0.96 | 0.98 | 0.86 | 0.95 | 0.94 | 0.92 | 0.92 | 0.93 | 0.8 | 0.33 |
Yield(%) | N/A | 32.1 | 21.1 | 14.2 | 13.9 | 12.0 | N/A | 7.7 | 31.5 | 20.4 | 21.3 | 2.4 | 16.7 | 17.3 | 20.5 | 12.8 | 10.6 | 0.0 | 0.0 | 0.0 | 7.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 40.0 | 51.5 | 15.0 | N/A | N/A | N/A | -76.3 | 13.4 | -2.6 | 800.0 | -88.3 | -17.1 | -7.4 | 67.3 | 2.7 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2000
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