Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCEDX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS B) | NA | 10.12% | 8.15% | 11.50% | 8.39% | 9.35% | NA | … | … |
Data as of 01/26/2018, Common starting date is 01/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCEDX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS B) | 01/03/2002 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | 10.12 | 8.15 | 11.50 | 8.39 | 9.35 | NA | … | … | 3.43 | 7.36 | 13.53 | 0.95 | 11.04 | 27.99 | 16.40 | -0.95 | 14.22 | 22.73 | -27.42 | -0.44 | 15.63 | 4.58 | 13.10 | 25.98 | -14.43 |
| Sharpe Ratio | NA | 1.82 | 0.80 | 1.14 | 0.46 | NA | NA | … | … | 12.23 | 1.31 | 1.25 | 0.07 | 1.15 | 2.77 | 1.47 | -0.05 | 0.81 | 0.86 | -0.79 | -0.25 | 1.36 | 0.26 | 1.32 | 1.83 | -0.80 |
| Standard Deviation(%) | NA | 5.16 | 9.80 | 9.86 | 18.25 | NA | NA | … | … | 4.84 | 5.14 | 10.65 | 12.58 | 9.56 | 10.11 | 11.20 | 21.19 | 17.55 | 26.27 | 35.96 | 14.51 | 8.99 | 9.01 | 9.18 | 13.80 | 19.59 |
| Draw Down(%) | NA | 2.41 | 10.83 | 10.83 | 47.10 | NA | NA | … | … | 0.39 | 2.41 | 6.67 | 8.76 | 6.55 | 5.32 | 7.78 | 18.71 | 14.68 | 29.08 | 38.54 | 10.09 | 5.94 | 5.79 | 4.82 | 12.33 | 25.12 |
| Yield(%) | 0.00 | 1.87 | 3.48 | 3.84 | 3.15 | 4.88 | 2.98 | … | … | 0.00 | 1.88 | 3.74 | 4.94 | 3.03 | 2.10 | 2.95 | 2.03 | 1.39 | 1.26 | 1.33 | 7.77 | 5.60 | 2.02 | 2.75 | 0.32 | 0.00 |
Data as of 01/26/2018, Common starting date is 01/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEDX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS B) |
-13.40%
Feb 2006 – Feb 2009 |
-5.19%
Feb 2004 – Feb 2009 |
4.48%
May 2002 – May 2012 |
7.06%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEDX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS B) |
22.68%
Feb 2009 – Feb 2012 |
21.44%
Feb 2009 – Feb 2014 |
9.06%
Mar 2003 – Mar 2013 |
8.93%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart