Nasdaq - Delayed Quote • USD
AIM Investment Funds (Invesco Investment Funds) - Invesco Endeavor Fund (ATDCX)
At close: April 23 at 8:00 PM EDT
Performance Overview
Morningstar Return Rating | 1 |
YTD Return | 12.26% |
5y Average Return | 4.97% |
Number of Years Up | 11 |
Number of Years Down | 6 |
Best 1Y Total Return (Feb 4, 2019) | 56.62% |
Worst 1Y Total Return (Feb 4, 2019) | -38.44% |
Best 3Y Total Return | 56.62% |
Worst 3Y Total Return | -10.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ATDCX
Category
- YTD
- 14.44%
- 17.04%
- 1-Month
- 7.48%
- -0.01%
- 3-Month
- 10.27%
- 5.47%
- 1-Year
- 64.48%
- 50.44%
- 3-Year
- 4.82%
- 13.15%
- 5-Year
- 5.15%
- 13.75%
- 10-Year
- 7.34%
- 11.35%
- Last Bull Market
- 18.32%
- 25.95%
- Last Bear Market
- -18.38%
- -22.55%
Annual Total Return (%) History
Year
ATDCX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2021 | 9.10% | -- | -- | -- |
2020 | -34.95% | 23.95% | 6.77% | 14.93% |
2019 | 15.41% | 0.65% | -2.27% | 6.38% |
2018 | -2.99% | 0.00% | 3.32% | -17.87% |
2017 | 3.06% | 3.97% | 1.64% | 7.03% |
2016 | 2.57% | -0.95% | 5.41% | 11.97% |
2015 | 0.26% | -0.95% | -8.10% | -2.96% |
2014 | 3.51% | 2.11% | -0.96% | 2.04% |
2013 | 13.60% | 0.87% | 5.07% | 5.46% |
2012 | 11.12% | -2.65% | 3.57% | 5.00% |
2011 | 5.44% | -3.06% | -13.18% | 9.51% |
2010 | 10.63% | -10.03% | 6.78% | 15.40% |
2009 | -11.18% | 34.47% | 25.84% | 4.20% |
2008 | -6.66% | -5.85% | -0.77% | -29.42% |
2007 | 7.95% | 2.46% | -4.73% | -9.97% |
2006 | 8.85% | -3.24% | 3.21% | 12.48% |
2005 | -1.20% | 1.46% | 0.24% | 6.22% |
2004 | 6.17% | 3.45% | 0.00% | 9.56% |
Rank in Category (By Total Return)
YTD | 82 |
1-Month | 82 |
3-Month | 84 |
1-Year | 93 |
3-Year | 100 |
5-Year | 94 |
Load Adjusted Returns
1-Year | 17.19% |
3-Year | 1.46% |
5-Year | 8.88% |
10-Year | 6.27% |
Performance & Risk
YTD Return | 12.26% |
5y Average Return | 4.97% |
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 | 14.44% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Nov 04, 2003 |
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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