Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFUTX (INVESCO DIVIDEND INCOME FUND CLASS R6) | 5.79% | 18.10% | 14.10% | 8.83% | 8.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFUTX (INVESCO DIVIDEND INCOME FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 18.10 | 14.10 | 8.83 | 8.62 | NA | NA | … | … | 5.79 | 15.88 | 11.70 | 7.49 | 0.90 | 19.43 | 1.08 | 18.78 | -7.10 | 9.67 | 15.75 | 3.80 | 16.18 | 21.63 | -1.56 |
| Sharpe Ratio | NA | 1.56 | 0.94 | 0.48 | 0.48 | NA | NA | … | … | 0.83 | 0.94 | 0.83 | 0.34 | -0.03 | 1.65 | 0.03 | 2.00 | -0.76 | 1.74 | 1.61 | 0.31 | 1.84 | 2.23 | -0.59 |
| Standard Deviation(%) | NA | 9.44 | 11.52 | 13.04 | 14.54 | NA | NA | … | … | 10.76 | 13.87 | 9.77 | 11.36 | 17.44 | 11.78 | 30.54 | 8.63 | 11.16 | 5.22 | 9.63 | 12.05 | 8.79 | 9.69 | 10.09 |
| Draw Down(%) | NA | 6.78 | 12.94 | 16.07 | 31.82 | NA | NA | … | … | 6.78 | 12.94 | 6.47 | 10.39 | 16.07 | 6.26 | 31.82 | 4.59 | 13.07 | 2.82 | 5.08 | 7.81 | 4.86 | 5.81 | 8.50 |
| Yield(%) | 0.00 | 12.28 | 9.25 | 7.48 | 6.88 | 7.40 | 5.55 | … | … | 0.57 | 12.79 | 8.01 | 6.05 | 5.81 | 7.77 | 2.52 | 4.37 | 9.60 | 5.06 | 2.79 | 4.59 | 3.78 | 10.81 | 0.83 |
Data as of 06/04/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUTX (INVESCO DIVIDEND INCOME FUND CLASS R6) |
-1.89%
Mar 2017 – Mar 2020 |
2.75%
Mar 2015 – Mar 2020 |
7.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUTX (INVESCO DIVIDEND INCOME FUND CLASS R6) |
15.23%
Sep 2022 – Sep 2025 |
13.45%
Mar 2020 – Mar 2025 |
10.05%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart