Nasdaq - Delayed Quote USD

Invesco Main Street Small Cap Y (OSCYX)

21.22 -0.13 (-0.61%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "small-cap" companies. The fund's manager considers small-cap companies to be those having a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000® Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.00%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 1.63%
5y Average Return 10.08%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
OSCYXCategory AverageOSCYXCategory AverageOSCYXCategory Average
Alpha -6.15 -0.09 -3.73 -0.06 -4.37 -0.06
BETA 1.02 0.01 1.14 0.01 1.14 0.01
Mean Annual Return 0.54 0.01 1.16 0.01 0.89 0.01
R-squared 75.52 0.83 80.79 0.77 76.49 0.78
Standard Deviation 20.62 0.26 23.24 0.21 19.69 0.19
Sharpe Ratio 0.17 0 0.51 0.01 0.47 0.01
Treynor Ratio 1.52 0.08 8.49 0.1 6.67 0.09

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