Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) | 5.37% | 17.32% | 13.72% | 3.78% | 7.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) | 09/26/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 17.32 | 13.72 | 3.78 | 7.33 | NA | NA | … | … | 5.37 | 13.26 | 12.18 | 10.49 | -11.50 | 5.20 | 8.98 | 20.43 | -9.28 | 11.34 | 14.74 | -1.92 | 9.52 | 25.49 | 1.03 |
| Sharpe Ratio | NA | 1.93 | 1.12 | 0.11 | 0.43 | NA | NA | … | … | 1.22 | 0.89 | 1.04 | 0.74 | -0.81 | 0.32 | 0.34 | 2.24 | -0.97 | 1.76 | 1.32 | -0.18 | 1.16 | 2.95 | 0.50 |
| Standard Deviation(%) | NA | 8.10 | 9.69 | 12.52 | 13.35 | NA | NA | … | … | 9.31 | 11.75 | 8.19 | 9.30 | 16.01 | 16.20 | 25.53 | 8.47 | 10.98 | 6.08 | 10.97 | 10.77 | 8.18 | 8.64 | 8.14 |
| Draw Down(%) | NA | 6.01 | 12.33 | 24.73 | 29.09 | NA | NA | … | … | 6.01 | 12.01 | 5.41 | 8.09 | 16.58 | 14.45 | 29.09 | 5.04 | 16.93 | 3.00 | 9.98 | 9.60 | 6.73 | 4.39 | 4.90 |
| Yield(%) | 0.00 | 6.98 | 8.06 | 4.52 | 5.89 | 6.25 | 4.69 | … | … | 0.00 | 7.63 | 8.95 | 7.46 | 1.99 | 1.87 | 2.10 | 7.48 | 7.77 | 7.37 | 4.88 | 5.22 | 12.11 | 8.92 | 0.92 |
Data as of 06/05/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) |
-1.64%
Mar 2017 – Mar 2020 |
1.83%
Mar 2015 – Mar 2020 |
4.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) |
14.34%
May 2023 – May 2026 |
11.48%
Dec 2012 – Dec 2017 |
8.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart