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

16.81 +0.20 (+1.20%)
At close: April 23 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating 1
YTD Return 12.39%
5y Average Return 5.76%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 57.73%
Worst 1Y Total Return (Feb 4, 2019) -38.02%
Best 3Y Total Return 57.73%
Worst 3Y Total Return -9.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATDAX
Category
YTD
14.67%
17.04%
1-Month
7.51%
-0.01%
3-Month
10.46%
5.47%
1-Year
65.61%
50.44%
3-Year
5.59%
13.15%
5-Year
5.93%
13.75%
10-Year
8.14%
11.35%
Last Bull Market
18.86%
25.95%
Last Bear Market
-18.16%
-22.55%

Annual Total Return (%) History

Year
ATDAX
Category
2021
--
--
2020
-0.32%
12.39%
2019
21.75%
26.21%
2018
-17.08%
-11.15%
2017
17.43%
15.93%
2016
20.85%
14.14%
2015
-10.79%
-4.75%
2014
7.61%
7.80%

2013
28.00%
34.10%
2012
18.51%
16.15%
2011
-2.15%
-3.81%
2010
23.65%
22.52%
2009
57.73%
37.39%
2008
-38.02%
-39.18%
2007
-4.39%
4.85%
2006
23.21%
14.03%
2005
7.40%
9.25%
2004
21.08%
16.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 9.23% -- -- --
2020 -34.82% 24.15% 7.01% 15.11%
2019 15.64% 0.88% -2.08% 6.57%
2018 -2.84% 0.15% 3.58% -17.73%
2017 3.24% 4.12% 1.85% 7.26%
2016 2.73% -0.73% 5.61% 12.20%
2015 0.44% -0.77% -7.91% -2.79%
2014 3.69% 2.32% -0.80% 2.24%
2013 13.86% 1.02% 5.30% 5.68%
2012 11.37% -2.51% 3.84% 5.11%

2011 5.63% -2.87% -13.04% 9.66%
2010 10.78% -9.73% 6.96% 15.61%
2009 -10.98% 34.62% 26.11% 4.37%
2008 -6.55% -5.69% -0.50% -29.33%
2007 8.17% 2.64% -4.57% -9.77%
2006 9.05% -3.06% 3.37% 12.75%
2005 -1.11% 1.61% 0.47% 6.38%
2004 6.35% 3.53% 0.17% 9.77%

Rank in Category (By Total Return)

YTD 66
1-Month 31
3-Month 66
1-Year 68
3-Year 99
5-Year 94

Load Adjusted Returns

1-Year 57.84%
3-Year 2.25%
5-Year 7.49%
10-Year 7.11%

Performance & Risk

YTD Return 12.39%
5y Average Return 5.76%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Invesco
Net Assets 113.82M
YTD Return 14.67%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2003

Fund Summary

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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