Nasdaq - Delayed Quote
USD
Invesco Discovery Large Cap Y (OTCYX)
101.20
-1.51
(-1.47%)
At close: 8:07:15 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.16% |
|---|---|
| 5y Average Return | 7.43% |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 36.59% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 36.59% |
| Worst 3Y Total Return | 4.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OTCYX
Category
- YTD
- 9.32%
- 0.00%
- 1-Month
- 2.95%
- 0.00%
- 3-Month
- -2.38%
- 0.00%
- 1-Year
- 7.46%
- 0.00%
- 3-Year
- 23.58%
- 0.00%
- 5-Year
- 10.93%
- 0.00%
- 10-Year
- 15.38%
- 0.00%
- Last Bull Market
- 23.51%
- 0.00%
- Last Bear Market
- -20.32%
- 0.00%
Annual Total Return (%) History
Year
OTCYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-7.68% | 21.31% | -2.38% | -- |
|
2025
|
-12.19% | 20.31% | 8.70% | -1.70% |
|
2024
|
15.56% | 6.99% | 2.35% | 6.13% |
|
2023
|
10.15% | 13.20% | -4.36% | 13.89% |
|
2022
|
-9.75% | -20.32% | -4.11% | 0.16% |
|
2021
|
1.53% | 11.30% | 0.40% | 8.07% |
|
2020
|
-16.03% | 30.05% | 10.97% | 12.72% |
|
2019
|
15.83% | 5.67% | 0.34% | 11.02% |
|
2018
|
-0.70% | 5.46% | 7.99% | -16.66% |
|
2017
|
10.34% | 4.45% | 3.88% | 5.93% |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 17 |
|---|---|
| 3-Month | 88 |
| 1-Year | 67 |
| 3-Year | 51 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 7.46% |
| 3-Year | 23.58% |
|---|---|
| 5-Year | 10.93% |
| 10-Year | 15.38% |
Performance & Risk
| YTD Return | 1.16% |
| 5y Average Return | 7.43% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Invesco |
| Net Assets | 6.1B |
| YTD Return | 9.32% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 03, 1997 |
Fund Summary
The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of “large-cap” issuers,and in derivatives and other instruments that have economic characteristics similar to such securities. It is non-diversified.
