Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDFIX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R5) | 5.85% | 19.08% | 15.06% | 8.94% | 9.12% | 10.34% | 8.81% | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDFIX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R5) | 11/10/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 19.08 | 15.06 | 8.94 | 9.12 | 10.34 | 8.81 | … | … | 5.85 | 15.89 | 13.40 | 9.20 | -1.43 | 19.34 | 0.44 | 25.46 | -7.54 | 8.53 | 14.74 | 2.02 | 12.31 | 29.32 | 17.65 | 0.08 | 15.65 | 24.19 | -26.71 | 0.70 | 16.32 | 0.24 |
| Sharpe Ratio | NA | 1.62 | 1.00 | 0.47 | 0.49 | NA | NA | … | … | 0.84 | 0.90 | 0.96 | 0.48 | -0.16 | 1.53 | 0.01 | 2.62 | -0.82 | 1.54 | 1.37 | 0.16 | 1.28 | 2.91 | 1.58 | 0.00 | 0.88 | 0.92 | -0.77 | -0.17 | 1.44 | -0.13 |
| Standard Deviation(%) | NA | 9.79 | 11.94 | 13.68 | 15.37 | NA | NA | … | … | 11.12 | 14.47 | 10.21 | 11.72 | 18.50 | 12.65 | 32.80 | 9.14 | 10.98 | 5.14 | 10.60 | 12.61 | 9.59 | 10.06 | 11.23 | 21.26 | 17.70 | 26.30 | 35.81 | 14.46 | 9.00 | 8.44 |
| Draw Down(%) | NA | 7.49 | 14.02 | 16.02 | 35.69 | NA | NA | … | … | 7.49 | 14.02 | 6.27 | 10.73 | 16.02 | 6.74 | 35.69 | 4.85 | 14.04 | 2.34 | 6.53 | 8.76 | 6.29 | 5.18 | 7.63 | 18.47 | 14.46 | 28.94 | 38.16 | 9.72 | 5.82 | 3.12 |
| Yield(%) | 0.00 | 12.84 | 11.44 | 10.25 | 8.77 | 10.44 | 8.83 | … | … | 0.41 | 13.19 | 12.43 | 8.23 | 10.92 | 18.81 | 3.90 | 6.34 | 6.94 | 2.96 | 4.82 | 5.97 | 4.11 | 3.29 | 4.08 | 3.12 | 2.52 | 2.42 | 2.30 | 8.73 | 6.24 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFIX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R5) |
-12.60%
Feb 2006 – Feb 2009 |
0.46%
Sep 2006 – Sep 2011 |
6.99%
Oct 2013 – Oct 2023 |
6.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFIX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R5) |
24.13%
Feb 2009 – Feb 2012 |
22.80%
Feb 2009 – Feb 2014 |
14.77%
Feb 2009 – Feb 2019 |
12.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart