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AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund (ATDRX)

15.79 +0.20 (+1.28%)
At close: April 23 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return 12.37%
5y Average Return 5.51%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 57.24%
Worst 1Y Total Return (Feb 4, 2019) -38.11%
Best 3Y Total Return 57.24%
Worst 3Y Total Return -10.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATDRX
Category
YTD
14.64%
17.04%
1-Month
7.53%
-0.01%
3-Month
10.40%
5.47%
1-Year
65.27%
50.44%
3-Year
5.35%
13.15%
5-Year
5.67%
13.75%
10-Year
7.88%
11.35%
Last Bull Market
18.70%
25.95%
Last Bear Market
-18.21%
-22.55%

Annual Total Return (%) History

Year
ATDRX
Category
2021
--
--
2020
-0.58%
12.39%
2019
21.43%
26.21%
2018
-17.28%
-11.15%
2017
17.16%
15.93%
2016
20.47%
14.14%
2015
-10.96%
-4.75%
2014
7.32%
7.80%

2013
27.63%
34.10%
2012
18.21%
16.15%
2011
-2.30%
-3.81%
2010
23.34%
22.52%
2009
57.24%
37.39%
2008
-38.11%
-39.18%
2007
-4.61%
4.85%
2006
22.92%
14.03%
2005
7.18%
9.25%
2004
--
16.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 9.19% -- -- --
2020 -34.89% 24.15% 6.94% 15.02%
2019 15.59% 0.75% -2.13% 6.54%
2018 -2.90% 0.11% 3.47% -17.75%
2017 3.19% 4.06% 1.82% 7.17%
2016 2.63% -0.81% 5.54% 12.14%
2015 0.40% -0.84% -7.97% -2.81%
2014 3.62% 2.23% -0.82% 2.15%
2013 13.75% 0.99% 5.19% 5.63%
2012 11.27% -2.55% 3.72% 5.10%

2011 5.63% -2.96% -13.08% 9.65%
2010 10.73% -9.82% 6.96% 15.49%
2009 -11.16% 34.76% 25.89% 4.33%
2008 -6.60% -5.73% -0.58% -29.29%
2007 8.10% 2.54% -4.60% -9.79%
2006 9.01% -3.07% 3.31% 12.61%
2005 -1.12% 1.61% 0.32% 6.33%
2004 0.09% 9.70% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 81
3-Month 83
1-Year 92
3-Year 99
5-Year 92

Load Adjusted Returns

1-Year 18.71%
3-Year 1.97%
5-Year 9.42%
10-Year 6.79%

Performance & Risk

YTD Return 12.37%
5y Average Return 5.51%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Invesco
Net Assets 110.49M
YTD Return 14.64%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2004

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of mid-capitalization issuers. The principal type of equity security in which the fund invests is common stock. It may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. The fund may invest up to 25% of its net assets in securities of foreign issuers.

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