# Invesco Small Cap Equity R (SMERX)

> Source: Nexqual · https://nexqual.com/SMERX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Invesco Small Cap Equity R (SMERX), nexqual.com/SMERX" · informational, not investment advice.

**Price:** USD 13.08 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 13.11 · day 13.08–13.08 · 52w 11.66–15.41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +2.3% vs S&P 500 +13.4%; 5Y +23.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +2.3% | +23.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.3% | +4.3% |
| Volatility (annualized) | 22.3% | 20.4% |
| Max drawdown | -15.1% (Jun 2026→Oct 2026) | -30.7% (Nov 2021→Jun 2022) |

## Peers
IARRX (Invesco Real Estate Fund Class ) USD 17.43 -0.00% · MRDVX (BlackRock Eq Dividend R) USD 23.18 -0.00% · ODVNX (Invesco Developing Markets Fund) USD 37.67 +0.00% · MRLOX (BlackRock Global Allocation Fun) USD 18.27 -0.00% · GTSRX (Invesco Small Cap Growth Fund C) USD 22.94 -0.00%

## More
Full page: https://nexqual.com/SMERX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt