Nasdaq - Delayed Quote USD
Invesco Main Street Small Cap A (OSCAX)
21.78
+0.72
+(3.42%)
At close: 6:46:55 PM EDT
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 a small-cap company to be one that has a market capitalization within 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 such as real estate investment trusts (“REITs”) or other securities that are consistent with its investment objective.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.92% |
| 5y Average Return | 13.78% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OSCAX | Category Average | OSCAX | Category Average | OSCAX | Category Average | |
| Alpha | -5.92 | -0.09 | -2.28 | -0.06 | -4.83 | -0.06 |
| BETA | 1.14 | 0.01 | 1.07 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.67 | 0.01 | 1.2 | 0.01 | 0.8 | 0.01 |
| R-squared | 75.1 | 0.83 | 72.06 | 0.77 | 76.57 | 0.78 |
| Standard Deviation | 21.51 | 0.26 | 20.22 | 0.21 | 20.02 | 0.19 |
| Sharpe Ratio | 0.16 | 0 | 0.57 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | 1.16 | 0.08 | 9.71 | 0.1 | 5.08 | 0.09 |
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