Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUTCX (INVESCO DIVIDEND INCOME FUND CLASS C) | 5.41% | 16.93% | 12.89% | 5.85% | 6.50% | 8.15% | 6.97% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUTCX (INVESCO DIVIDEND INCOME FUND CLASS C) | 03/30/2000 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 16.93 | 12.89 | 5.85 | 6.50 | 8.15 | 6.97 | … | … | 5.41 | 14.64 | 10.48 | 6.29 | -3.91 | 12.66 | -0.16 | 17.44 | -8.31 | 8.38 | 14.86 | 2.64 | 14.91 | 20.40 | 2.66 | 15.30 | 5.07 | 13.09 | -33.06 | 19.19 | 24.29 | 15.85 | 24.43 | 16.38 | -23.41 | -34.52 | -13.39 |
| Sharpe Ratio | NA | 1.44 | 0.84 | 0.25 | 0.33 | NA | NA | … | … | 0.75 | 0.85 | 0.70 | 0.23 | -0.30 | 1.00 | -0.01 | 1.86 | -0.87 | 1.48 | 1.52 | 0.22 | 1.69 | 2.11 | 0.29 | 0.93 | 0.34 | 0.62 | -0.88 | 0.97 | 1.99 | 1.03 | 2.37 | 1.17 | -1.08 | -1.69 | -0.97 |
| Standard Deviation(%) | NA | 9.44 | 11.51 | 13.33 | 14.68 | NA | NA | … | … | 10.77 | 13.86 | 9.76 | 11.33 | 17.93 | 12.67 | 30.59 | 8.59 | 11.18 | 5.25 | 9.63 | 12.05 | 8.80 | 9.65 | 8.99 | 16.42 | 14.71 | 21.12 | 38.34 | 16.64 | 10.51 | 13.22 | 9.89 | 13.33 | 22.69 | 22.21 | 22.36 |
| Draw Down(%) | NA | 6.88 | 13.06 | 16.48 | 31.98 | NA | NA | … | … | 6.88 | 13.06 | 6.54 | 10.65 | 16.48 | 7.44 | 31.98 | 4.66 | 14.09 | 2.87 | 5.19 | 7.86 | 4.99 | 5.93 | 8.64 | 11.91 | 10.44 | 23.34 | 43.17 | 10.27 | 5.32 | 11.50 | 7.68 | 14.92 | 36.97 | 39.07 | 20.56 |
| Yield(%) | 0.00 | 11.09 | 8.00 | 4.75 | 4.68 | 5.93 | 5.29 | … | … | 0.21 | 11.49 | 6.77 | 4.91 | 0.96 | 1.23 | 1.47 | 3.10 | 8.30 | 3.76 | 1.95 | 3.45 | 2.62 | 9.69 | 1.96 | 1.87 | 1.70 | 1.98 | 1.21 | 0.93 | 1.43 | 1.64 | 2.22 | 1.33 | 0.48 | 0.14 | 0.52 |
Data as of 06/04/2026, Common starting date is 03/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTCX (INVESCO DIVIDEND INCOME FUND CLASS C) |
-22.82%
Apr 2000 – Apr 2003 |
-7.13%
Apr 2000 – Apr 2005 |
-2.00%
Jun 2000 – Jun 2010 |
2.46%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTCX (INVESCO DIVIDEND INCOME FUND CLASS C) |
27.43%
May 2004 – May 2007 |
21.06%
Oct 2002 – Oct 2007 |
10.99%
Feb 2009 – Feb 2019 |
10.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart