Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) | 5.88% | 5.86% | 5.66% | 5.30% | 4.90% | NA | NA | 7.08% |
Data as of 07/03/2025, AR inception is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEIFX (INVESCO EQUITY AND INCOME FUND CLASS R6) | 09/26/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 5.86 | 5.66 | 5.30 | 4.90 | NA | NA | 7.08 | 5.88 | 5.79 | 5.15 | -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 | 0.13 | 0.12 | 0.27 | 0.23 | NA | NA | 0.42 | 0.44 | -0.08 | 0.09 | -0.81 | 0.32 | 0.34 | 2.25 | -0.97 | 1.77 | 1.33 | -0.18 | 1.16 | 2.95 | 0.50 |
| Standard Deviation(%) | NA | 14.00 | 12.31 | 13.71 | 13.85 | NA | NA | 12.87 | 15.12 | 10.43 | 9.78 | 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 | 17.32 | 17.32 | 24.73 | 29.09 | NA | NA | 29.09 | 12.01 | 10.79 | 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 | 1.87 | 2.32 | 2.35 | 4.25 | 4.89 | 3.67 | 6.11 | 0.57 | 2.51 | 2.43 | 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 07/03/2025, AR inception 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) |
-3.22%
Apr 2021 - Apr 2024 |
1.83%
Mar 2015 - Mar 2020 |
4.02%
Apr 2015 - Apr 2025 |
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) |
12.82%
Oct 2018 - Oct 2021 |
11.48%
Dec 2012 - Dec 2017 |
7.65%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart