Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACEKX (INVESCO EQUITY AND INCOME FUND CLASS R5) | 6.47% | 18.25% | 14.00% | 3.88% | 7.36% | 7.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACEKX (INVESCO EQUITY AND INCOME FUND CLASS R5) | 06/03/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 18.25 | 14.00 | 3.88 | 7.36 | 7.81 | NA | … | … | 6.47 | 13.07 | 12.09 | 10.43 | -11.55 | 5.23 | 8.80 | 20.45 | -9.38 | 11.24 | 14.65 | -2.01 | 9.43 | 25.35 | 13.24 | -0.77 | 12.03 |
| Sharpe Ratio | NA | 1.92 | 1.11 | 0.10 | 0.42 | NA | NA | … | … | 1.23 | 0.87 | 1.03 | 0.74 | -0.81 | 0.32 | 0.33 | 2.23 | -0.98 | 1.75 | 1.31 | -0.19 | 1.16 | 2.94 | 1.57 | -0.05 | 1.71 |
| Standard Deviation(%) | NA | 8.11 | 9.69 | 12.54 | 13.38 | NA | NA | … | … | 9.26 | 11.80 | 8.22 | 9.22 | 16.02 | 16.26 | 25.64 | 8.52 | 11.01 | 6.06 | 11.02 | 10.76 | 8.13 | 8.60 | 8.49 | 16.74 | 12.53 |
| Draw Down(%) | NA | 6.01 | 12.37 | 24.76 | 29.17 | NA | NA | … | … | 6.01 | 12.10 | 5.43 | 8.00 | 16.53 | 14.45 | 29.17 | 5.14 | 17.03 | 3.03 | 9.98 | 9.70 | 6.72 | 4.42 | 6.66 | 17.03 | 6.03 |
| Yield(%) | 0.00 | 6.91 | 7.99 | 4.45 | 5.81 | 6.69 | 5.76 | … | … | 0.00 | 7.54 | 8.86 | 7.41 | 1.93 | 1.81 | 2.04 | 7.39 | 7.66 | 7.27 | 4.80 | 5.13 | 12.01 | 8.80 | 2.67 | 2.35 | 1.12 |
Data as of 06/04/2026, Common starting date is 06/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEKX (INVESCO EQUITY AND INCOME FUND CLASS R5) |
-1.72%
Mar 2017 – Mar 2020 |
1.74%
Mar 2015 – Mar 2020 |
4.57%
Oct 2013 – Oct 2023 |
7.23%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEKX (INVESCO EQUITY AND INCOME FUND CLASS R5) |
18.30%
Sep 2011 – Sep 2014 |
12.21%
Sep 2011 – Sep 2016 |
10.99%
Sep 2011 – Sep 2021 |
8.24%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart