Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCEFX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R6) | 5.87% | 19.17% | 15.15% | 3.72% | 6.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCEFX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R6) | 09/24/2012 | 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 (%) | 1.05 | 19.17 | 15.15 | 3.72 | 6.31 | NA | NA | … | … | 5.87 | 16.05 | 13.44 | 9.28 | -10.31 | 2.34 | -0.98 | 25.59 | -7.45 | 8.64 | 14.25 | 2.13 | 12.38 | 29.41 | 1.16 |
| Sharpe Ratio | NA | 1.63 | 1.01 | 0.07 | 0.28 | NA | NA | … | … | 0.85 | 0.91 | 0.96 | 0.48 | -0.56 | 0.12 | -0.04 | 2.65 | -0.80 | 1.57 | 1.32 | 0.17 | 1.29 | 2.90 | 0.42 |
| Standard Deviation(%) | NA | 9.79 | 11.94 | 15.95 | 16.43 | NA | NA | … | … | 11.13 | 14.47 | 10.20 | 11.71 | 21.01 | 19.91 | 32.83 | 9.11 | 11.04 | 5.11 | 10.64 | 12.61 | 9.56 | 10.11 | 10.47 |
| Draw Down(%) | NA | 7.47 | 14.01 | 26.59 | 35.67 | NA | NA | … | … | 7.47 | 14.01 | 6.25 | 10.72 | 15.99 | 17.19 | 35.67 | 4.85 | 13.99 | 2.34 | 6.60 | 8.76 | 6.27 | 5.17 | 5.79 |
| Yield(%) | 0.00 | 12.91 | 11.52 | 5.97 | 6.01 | 6.87 | 5.15 | … | … | 0.43 | 13.27 | 12.52 | 8.30 | 2.14 | 2.52 | 2.52 | 6.45 | 7.04 | 3.07 | 4.44 | 6.00 | 4.18 | 3.37 | 2.17 |
Data as of 06/04/2026, Common starting date is 09/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEFX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R6) |
-3.14%
Dec 2019 – Dec 2022 |
0.64%
Sep 2018 – Sep 2023 |
4.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEFX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS R6) |
15.60%
May 2023 – May 2026 |
13.22%
Nov 2012 – Nov 2017 |
8.41%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart