Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACEIX (INVESCO EQUITY AND INCOME FUND CLASS A) | 5.74% | 17.52% | 13.50% | 3.54% | 7.07% | 7.39% | 6.58% | … | … |
Data as of 06/03/2026, Common starting date is 03/13/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACEIX (INVESCO EQUITY AND INCOME FUND CLASS A) | 03/13/1986 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 17.52 | 13.50 | 3.54 | 7.07 | 7.39 | 6.58 | … | … | 5.74 | 12.84 | 11.77 | 10.07 | -11.83 | 4.84 | 8.52 | 20.07 | -9.74 | 10.87 | 14.87 | -2.38 | 8.92 | 24.96 | 12.89 | -1.22 | 12.39 | 23.51 | -24.72 | 3.21 | 12.54 | 7.84 | 11.76 | 20.68 | -8.42 | -2.28 | 20.15 | 9.89 | 16.97 | 24.27 | 15.26 | 26.17 | -3.75 | 11.35 | 10.72 | 26.67 | -5.62 | 21.74 | 8.21 | -9.10 | -4.36 |
| Sharpe Ratio | NA | 1.98 | 1.10 | 0.09 | 0.41 | NA | NA | … | … | 1.37 | 0.85 | 0.99 | 0.69 | -0.83 | 0.30 | 0.32 | 2.19 | -1.02 | 1.69 | 1.32 | -0.22 | 1.08 | 2.92 | 1.51 | -0.08 | 0.93 | 1.28 | -1.09 | 0.01 | 1.37 | 0.82 | 1.44 | 1.98 | -0.67 | -0.37 | 1.25 | 0.63 | 1.11 | 1.61 | 0.98 | 2.79 | -0.91 | 1.21 | 1.24 | 2.45 | -1.05 | 1.63 | 0.24 | -0.52 | -0.61 |
| Standard Deviation(%) | NA | 7.99 | 9.66 | 12.54 | 13.37 | NA | NA | … | … | 9.01 | 11.77 | 8.21 | 9.32 | 16.06 | 16.26 | 25.57 | 8.49 | 10.98 | 6.07 | 11.06 | 10.73 | 8.21 | 8.54 | 8.56 | 16.61 | 13.24 | 18.31 | 23.48 | 9.85 | 6.70 | 6.80 | 7.49 | 10.11 | 14.30 | 12.85 | 12.78 | 10.43 | 12.20 | 12.76 | 11.75 | 7.96 | 7.52 | 7.58 | 6.59 | 9.26 | 10.59 | 9.66 | 13.55 | 25.66 | 15.68 |
| Draw Down(%) | NA | 5.50 | 12.41 | 24.94 | 29.14 | NA | NA | … | … | 5.50 | 12.08 | 5.40 | 8.09 | 16.73 | 14.45 | 29.14 | 5.04 | 17.36 | 3.10 | 9.98 | 9.77 | 6.73 | 4.40 | 6.56 | 17.23 | 12.76 | 18.02 | 34.17 | 6.61 | 5.05 | 3.82 | 5.80 | 8.91 | 20.15 | 13.20 | 5.13 | 8.13 | 13.51 | 7.38 | 8.36 | 6.88 | 8.22 | 4.49 | 3.29 | 3.61 | 15.92 | 5.81 | 6.55 | 30.04 | 10.14 |
| Yield(%) | 0.00 | 7.16 | 7.87 | 4.30 | 5.62 | 6.34 | 5.75 | … | … | 0.44 | 7.24 | 8.55 | 7.09 | 1.64 | 1.49 | 1.72 | 7.04 | 7.37 | 6.94 | 4.98 | 4.81 | 11.67 | 8.45 | 2.34 | 1.91 | 1.93 | 2.29 | 2.62 | 6.33 | 7.05 | 7.04 | 2.48 | 1.25 | 3.15 | 5.17 | 13.94 | 11.85 | 8.61 | 16.23 | 7.92 | 3.65 | 3.37 | 3.27 | 4.04 | 5.40 | 5.16 | 7.53 | 7.43 | 6.48 | 5.88 |
Data as of 06/03/2026, Common starting date is 03/13/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEIX (INVESCO EQUITY AND INCOME FUND CLASS A) |
-9.06%
Feb 2006 – Feb 2009 |
-2.25%
Feb 2004 – Feb 2009 |
3.14%
Feb 1999 – Feb 2009 |
4.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEIX (INVESCO EQUITY AND INCOME FUND CLASS A) |
22.71%
Mar 1995 – Mar 1998 |
18.36%
Dec 1994 – Dec 1999 |
15.93%
Oct 1990 – Oct 2000 |
12.30%
Sep 1990 – Sep 2005 |
Annualized Rolling Returns Comparison Chart