VSCAX
Invesco Small Cap Value Fund Class A
Mutual fund
$30.65+0.43 (+1.42%)Close Oct 2, 2026
Jun 21, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $242,452
- CAGR
- +12.40%
- Max drawdown
- −57.77%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.64%
- 3M
- −5.05%
- 6M
- +8.88%
- YTD
- +21.10%
- 1Y
- +27.71%
- 3Y
- +26.57%
- 5Y
- +18.30%
- 10Y
- +16.12%
- 15Y
- +16.27%
- 20Y
- +12.38%
- 25Y
- +12.73%
- Since 1999
- +12.40%
Metrics
Since 1999| Volatility | 24.81% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.21 |
| Best year, 2013 | +44.32% |
| Worst year, 2008 | −26.79% |
| Positive years | 20 of 26 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.8% | Jan 2018 | Mar 2020 | Dec 2020 | 2.9 years |
| −54.8% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −33.1% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
| −31.2% | May 2002 | Oct 2002 | Nov 2003 | 1.5 years |
| −30.7% | Jun 2015 | Feb 2016 | Dec 2016 | 1.5 years |
Annual returns
1999 from Jun 21 · 2026 through Oct 2