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Invesco Discovery Mid Cap Growth Fund (OEGYX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US00143W8183

Issuer

Invesco

Inception Date

Nov 1, 2000

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

OEGYX has an expense ratio of 0.78%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Invesco Discovery Mid Cap Growth Fund (OEGYX) returned -2.66% year-to-date (YTD) and 2.58% over the past 12 months. Over the past 10 years, OEGYX returned 5.13% annually, underperforming the S&P 500 benchmark at 10.78%.


OEGYX

YTD

-2.66%

1M

14.96%

6M

-10.83%

1Y

2.58%

5Y*

5.13%

10Y*

5.13%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of OEGYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.02%-9.27%-7.99%2.04%8.81%-2.66%
20241.65%10.42%3.44%-5.21%1.79%-0.22%0.80%2.54%3.53%0.45%11.88%-10.91%19.74%
20233.89%-0.78%2.12%-1.08%-2.02%8.46%1.39%-2.78%-6.39%-5.51%11.54%5.23%13.24%
2022-15.19%-1.81%-0.27%-10.34%-2.78%-8.00%11.72%-1.58%-7.57%5.33%3.53%-6.41%-30.92%
2021-0.66%5.87%-3.67%6.26%-2.79%4.48%4.18%4.26%-5.27%8.61%-3.76%-13.17%2.11%
20202.72%-5.94%-13.69%13.81%11.15%3.69%7.40%2.09%-1.75%0.63%11.65%2.85%36.13%
20199.44%5.81%2.97%4.20%-2.39%7.18%2.97%0.19%-3.73%1.58%5.13%-2.76%34.05%
20186.19%-3.59%-0.04%-0.04%4.08%-0.38%1.95%6.93%-0.23%-11.67%0.84%-16.24%-13.95%
20174.67%3.04%0.59%1.91%3.98%-0.60%1.67%1.51%1.98%4.77%2.19%-8.12%18.31%
2016-6.99%-1.97%5.96%0.89%3.31%0.91%4.29%-0.25%-0.51%-4.19%2.78%-2.13%1.34%
2015-0.72%7.37%1.34%-1.78%3.01%0.25%2.51%-5.44%-3.83%4.80%0.72%-5.10%2.31%
2014-0.21%7.00%-5.84%-6.79%2.09%5.25%-3.05%5.42%-2.42%2.58%2.67%-9.15%-3.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OEGYX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OEGYX is 2424
Overall Rank
The Sharpe Ratio Rank of OEGYX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of OEGYX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of OEGYX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of OEGYX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of OEGYX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Invesco Discovery Mid Cap Growth Fund Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.10
  • 5-Year: 0.21
  • 10-Year: 0.22
  • All Time: 0.21

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Invesco Discovery Mid Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


Invesco Discovery Mid Cap Growth Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco Discovery Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco Discovery Mid Cap Growth Fund was 58.27%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.

The current Invesco Discovery Mid Cap Growth Fund drawdown is 25.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.27%Nov 1, 2007338Mar 9, 2009888Sep 14, 20121226
-53.44%Jan 31, 2001419Oct 7, 2002239Sep 19, 2003658
-47.76%Nov 17, 2021146Jun 16, 2022
-35.24%Feb 20, 202023Mar 23, 202071Jul 2, 202094
-30.94%Sep 17, 201869Dec 24, 2018147Jul 26, 2019216

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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