Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCEVX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS C) | 4.30% | 16.75% | 13.51% | 2.33% | 5.02% | 7.18% | 6.18% | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCEVX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS C) | 06/19/2003 | 06/05/2026 |
| 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 (%) | 0.21 | 16.75 | 13.51 | 2.33 | 5.02 | 7.18 | 6.18 | … | … | 4.30 | 14.74 | 12.27 | 8.05 | -11.42 | 0.94 | -2.14 | 24.18 | -8.49 | 7.37 | 13.52 | 1.02 | 11.09 | 28.04 | 16.32 | -0.98 | 14.24 | 22.75 | -27.45 | -0.31 | 15.63 | 4.59 | 12.97 | 14.14 |
| Sharpe Ratio | NA | 1.48 | 0.90 | -0.01 | 0.21 | NA | NA | … | … | 0.70 | 0.82 | 0.85 | 0.38 | -0.61 | 0.05 | -0.07 | 2.49 | -0.90 | 1.31 | 1.25 | 0.08 | 1.15 | 2.77 | 1.45 | -0.05 | 0.80 | 0.86 | -0.79 | -0.24 | 1.36 | 0.26 | 1.30 | 2.68 |
| Standard Deviation(%) | NA | 9.82 | 11.94 | 16.00 | 16.45 | NA | NA | … | … | 11.13 | 14.50 | 10.17 | 11.72 | 21.05 | 20.08 | 32.77 | 9.11 | 11.00 | 5.15 | 10.62 | 12.60 | 9.59 | 10.10 | 11.28 | 21.23 | 17.63 | 26.26 | 35.94 | 14.46 | 9.00 | 9.11 | 9.21 | 10.19 |
| Draw Down(%) | NA | 7.72 | 14.12 | 28.44 | 35.83 | NA | NA | … | … | 7.72 | 14.12 | 6.30 | 11.00 | 16.79 | 17.49 | 35.83 | 4.96 | 14.87 | 2.37 | 6.62 | 8.77 | 6.55 | 5.25 | 7.86 | 18.67 | 14.69 | 29.12 | 38.52 | 10.10 | 6.02 | 5.79 | 4.74 | 3.43 |
| Yield(%) | 0.00 | 11.85 | 10.44 | 5.09 | 4.93 | 6.16 | 5.41 | … | … | 0.00 | 12.29 | 11.48 | 7.28 | 1.05 | 1.26 | 1.49 | 5.19 | 5.97 | 1.89 | 3.74 | 4.95 | 3.03 | 2.11 | 2.95 | 2.02 | 1.39 | 1.25 | 1.34 | 7.78 | 5.60 | 2.02 | 2.60 | 0.30 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LCEVX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS C) |
-13.36%
Feb 2006 – Feb 2009 |
-5.20%
Feb 2004 – Feb 2009 |
3.07%
Oct 2013 – Oct 2023 |
4.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEVX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS C) |
22.69%
Feb 2009 – Feb 2012 |
21.44%
Feb 2009 – Feb 2014 |
13.54%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart