Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDFRX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R) | 5.61% | 18.39% | 14.45% | 8.36% | 8.52% | 9.73% | 7.23% | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDFRX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R) | 11/11/2005 | 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 (%) | 1.04 | 18.39 | 14.45 | 8.36 | 8.52 | 9.73 | 7.23 | … | … | 5.61 | 15.30 | 12.80 | 8.63 | -1.96 | 18.65 | -0.15 | 24.76 | -8.02 | 7.96 | 14.01 | 1.53 | 11.68 | 28.68 | 16.94 | -0.53 | 14.14 | 21.27 | -28.56 | -7.98 | 10.07 | 0.08 |
| Sharpe Ratio | NA | 1.56 | 0.95 | 0.42 | 0.45 | NA | NA | … | … | 0.79 | 0.86 | 0.90 | 0.43 | -0.18 | 1.48 | -0.01 | 2.55 | -0.86 | 1.43 | 1.30 | 0.12 | 1.22 | 2.84 | 1.53 | -0.03 | 0.80 | 0.80 | -0.82 | -0.65 | 0.66 | -0.27 |
| Standard Deviation(%) | NA | 9.79 | 11.97 | 13.67 | 15.37 | NA | NA | … | … | 11.13 | 14.49 | 10.22 | 11.74 | 18.44 | 12.61 | 32.83 | 9.12 | 10.97 | 5.15 | 10.60 | 12.61 | 9.59 | 10.10 | 11.13 | 21.18 | 17.61 | 26.42 | 35.84 | 17.06 | 10.11 | 8.45 |
| Draw Down(%) | NA | 7.51 | 14.11 | 16.27 | 35.78 | NA | NA | … | … | 7.51 | 14.11 | 6.26 | 10.91 | 16.27 | 6.76 | 35.78 | 4.93 | 14.46 | 2.38 | 6.63 | 8.79 | 6.45 | 5.24 | 7.76 | 18.53 | 14.81 | 29.09 | 38.87 | 15.27 | 5.96 | 3.05 |
| Yield(%) | 0.00 | 12.21 | 10.82 | 9.77 | 8.20 | 9.63 | 7.21 | … | … | 0.27 | 12.54 | 11.79 | 7.65 | 10.36 | 18.12 | 3.39 | 5.70 | 6.38 | 2.39 | 4.24 | 5.40 | 3.54 | 2.66 | 3.47 | 2.51 | 1.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFRX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R) |
-17.44%
Feb 2006 – Feb 2009 |
-3.55%
Sep 2006 – Sep 2011 |
4.98%
Jan 2006 – Jan 2016 |
5.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFRX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R) |
22.36%
Feb 2009 – Feb 2012 |
21.47%
Feb 2009 – Feb 2014 |
13.84%
Feb 2009 – Feb 2019 |
11.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart