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Invesco Discovery Y (ODIYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
116.85+0.18 (+0.15%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.87%
5-Year Average Return13.01%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Mar 27, 2024)50.40%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return50.40%
Worst 3-Yr Total Return-2.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnODIYXCategory
YTD10.38%12.40%
1-Month10.90%3.37%
3-Month20.12%4.88%
1-Year20.96%55.69%
3-Year-1.20%19.34%
5-Year12.23%20.72%
10-Year10.43%13.98%
Last Bull Market36.48%27.85%
Last Bear Market-22.06%-24.06%

Annual Total Return (%) History

Year
ODIYXCategory
2023
17.30%N/A
2022
-31.10%N/A
2021
15.88%N/A
2020
50.40%38.62%
2019
37.06%27.68%
2018
-3.35%-5.76%
2017
29.41%21.50%
2016
4.49%11.20%
2015
2.22%-2.41%
2014
-1.96%2.44%
2013
46.55%40.91%
2012
17.41%13.15%
2011
1.89%-3.55%
2010
28.33%26.98%
2009
27.64%35.46%
2008
-38.41%-41.55%
2007
26.08%7.59%
2006
5.07%10.81%
2005
1.60%6.02%
2004
4.33%12.41%
2003
39.34%45.54%
2002
-23.86%-27.88%
2001
-11.32%-8.91%
2000
-13.04%-3.85%
1999
51.72%64.77%
1998
-1.73%5.23%
1997
10.74%17.41%
1996
15.08%18.67%
1995
36.97%36.15%
1994
N/A-0.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.20%6.90%-6.86%10.93%
2022-16.00%-22.06%2.69%2.48%
20213.44%5.92%1.85%3.84%
2020-15.90%33.89%8.73%22.85%
201919.18%9.75%-4.01%9.17%
20184.11%7.59%9.33%-21.08%
20178.78%5.21%5.63%7.04%
2016-5.74%6.85%4.61%-0.82%
20157.48%3.58%-9.52%1.47%
2014-2.33%-2.27%-4.81%7.89%
201311.49%4.69%16.37%7.89%
201214.68%-1.57%7.86%-3.55%
201114.93%1.42%-19.58%8.70%
20106.64%-9.60%12.43%18.41%
2009-8.42%12.91%14.15%8.13%
2008-15.23%11.16%-12.52%-25.29%
20074.00%10.17%8.66%1.28%
200612.97%-6.66%-6.26%6.31%
2005-5.51%2.09%5.20%0.11%
20043.76%-1.03%-9.01%11.66%
2003-4.46%21.43%11.55%7.66%
2002-0.57%-14.96%-15.42%6.46%
2001-19.11%19.76%-23.55%19.73%
200015.07%-12.81%1.70%-14.78%
1999-10.81%9.45%-2.51%59.42%
199811.28%-4.48%-21.32%17.49%
1997-12.93%18.59%12.78%-4.91%
19966.54%12.08%2.49%-5.97%
19956.04%7.05%15.29%4.66%
19949.34%-1.99%N/AN/A

Rank In Category (By Total Return)

YTD7
1-Month8
3-Month15
1-Year11
3-Year39
5-Year10

Load Adjusted Returns

1-Year20.96%
3-Year-1.20%
5-Year12.23%
10-Year10.43%