Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACEQX (INVESCO EQUITY AND INCOME FUND CLASS B) | NA | 14.27% | 8.83% | 10.41% | 7.58% | 8.36% | 7.69% | 8.81% |
Data as of 01/26/2018, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACEQX (INVESCO EQUITY AND INCOME FUND CLASS B) | 06/21/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 14.27 | 8.83 | 10.41 | 7.58 | 8.36 | 7.69 | 8.81 | 5.33 | 10.07 | 13.95 | -3.09 | 8.28 | 24.02 | 12.48 | -1.37 | 12.32 | 23.48 | -24.78 | 2.71 | 11.66 | 7.17 | 10.84 | 20.27 | -9.00 | -3.03 | 18.94 | 9.20 | 16.17 | 23.30 | 10.05 |
| Sharpe Ratio | NA | 2.25 | 0.90 | 1.12 | 0.56 | NA | NA | 0.58 | 20.43 | 1.56 | 1.24 | -0.29 | 1.01 | 2.77 | 1.48 | -0.08 | 0.92 | 1.28 | -1.09 | -0.03 | 1.27 | 0.75 | 1.32 | 1.93 | -0.70 | -0.42 | 1.17 | 0.57 | 1.05 | 1.55 | 1.22 |
| Standard Deviation(%) | NA | 6.03 | 9.47 | 9.11 | 13.49 | NA | NA | 12.22 | 5.18 | 6.08 | 11.02 | 10.82 | 8.19 | 8.65 | 8.45 | 16.65 | 13.31 | 18.25 | 23.45 | 9.76 | 6.63 | 6.66 | 7.49 | 10.15 | 14.35 | 12.93 | 12.73 | 10.40 | 12.25 | 12.74 | 13.43 |
| Draw Down(%) | NA | 3.09 | 15.48 | 15.48 | 36.20 | NA | NA | 40.08 | 0.36 | 3.09 | 10.10 | 9.88 | 6.77 | 4.49 | 6.57 | 17.16 | 12.84 | 18.04 | 34.18 | 6.62 | 5.14 | 3.83 | 5.95 | 9.02 | 20.32 | 13.34 | 5.18 | 8.34 | 13.63 | 7.43 | 8.26 |
| Yield(%) | 0.00 | 6.23 | 4.85 | 7.04 | 4.99 | 6.24 | 6.31 | 7.65 | 0.00 | 6.28 | 4.25 | 4.10 | 11.06 | 7.73 | 1.86 | 1.82 | 1.80 | 2.34 | 2.65 | 5.95 | 6.39 | 6.39 | 1.75 | 0.90 | 2.46 | 4.51 | 13.28 | 11.27 | 7.94 | 15.50 | 6.11 |
Data as of 01/26/2018, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEQX (INVESCO EQUITY AND INCOME FUND CLASS B) |
-9.38%
Feb 2006 - Feb 2009 |
-2.73%
Feb 2004 - Feb 2009 |
2.54%
Feb 1999 - Feb 2009 |
4.96%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEQX (INVESCO EQUITY AND INCOME FUND CLASS B) |
19.49%
Jul 1996 - Jul 1999 |
17.16%
Feb 2009 - Feb 2014 |
10.68%
Jul 1996 - Jul 2006 |
8.17%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart