Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS A) | 4.15% | 16.54% | 14.16% | 8.38% | 8.68% | 9.84% | 8.38% | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS A) | 06/19/2003 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 16.54 | 14.16 | 8.38 | 8.68 | 9.84 | 8.38 | … | … | 4.15 | 3.95 | 13.09 | 8.88 | -1.67 | 18.98 | 0.11 | 25.02 | -7.77 | 8.20 | 14.41 | 1.71 | 11.93 | 28.99 | 17.17 | -0.20 | 15.12 | 23.67 | -26.95 | 0.36 | 16.41 | 5.22 | 13.50 | 14.54 |
| Sharpe Ratio | NA | 1.54 | 0.96 | 0.44 | 0.46 | NA | NA | … | … | 0.72 | 0.06 | 0.93 | 0.45 | -0.17 | 1.50 | 0.00 | 2.58 | -0.83 | 1.46 | 1.34 | 0.13 | 1.25 | 2.86 | 1.54 | -0.01 | 0.85 | 0.90 | -0.77 | -0.19 | 1.43 | 0.33 | 1.36 | 2.76 |
| Standard Deviation(%) | NA | 9.83 | 11.97 | 13.67 | 15.37 | NA | NA | … | … | 11.20 | 17.80 | 10.22 | 11.72 | 18.43 | 12.61 | 32.78 | 9.14 | 11.02 | 5.18 | 10.61 | 12.62 | 9.56 | 10.14 | 11.25 | 21.29 | 17.64 | 26.24 | 35.92 | 14.50 | 9.11 | 9.02 | 9.20 | 10.21 |
| Draw Down(%) | NA | 7.81 | 14.03 | 16.10 | 35.75 | NA | NA | … | … | 7.81 | 14.03 | 6.29 | 10.85 | 16.10 | 6.74 | 35.75 | 4.90 | 14.26 | 2.34 | 6.53 | 8.76 | 6.36 | 5.26 | 7.70 | 18.46 | 14.54 | 29.02 | 38.27 | 9.85 | 5.89 | 5.74 | 4.78 | 3.29 |
| Yield(%) | 0.00 | 12.15 | 11.02 | 9.99 | 8.48 | 9.90 | 8.40 | … | … | 0.00 | 12.87 | 12.12 | 7.94 | 10.64 | 18.47 | 3.62 | 5.99 | 6.64 | 2.65 | 4.51 | 5.67 | 3.81 | 2.94 | 3.74 | 2.76 | 2.14 | 2.01 | 1.98 | 8.38 | 6.24 | 2.67 | 3.10 | 0.80 |
Data as of 06/03/2026, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS A) |
-12.78%
Feb 2006 – Feb 2009 |
-4.62%
Feb 2004 – Feb 2009 |
6.67%
Oct 2013 – Oct 2023 |
5.96%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS A) |
23.63%
Feb 2009 – Feb 2012 |
22.35%
Feb 2009 – Feb 2014 |
14.40%
Feb 2009 – Feb 2019 |
12.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart