Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCEYX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS Y) | 5.83% | 19.02% | 15.03% | 3.61% | 6.22% | 8.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCEYX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 19.02 | 15.03 | 3.61 | 6.22 | 8.35 | NA | … | … | 5.83 | 15.84 | 13.36 | 9.22 | -10.40 | 2.21 | -1.13 | 25.37 | -7.53 | 8.41 | 14.60 | 2.05 | 12.26 | 29.30 | 17.45 | -0.02 | 15.48 | 24.07 | 0.97 |
| Sharpe Ratio | NA | 1.61 | 0.99 | 0.07 | 0.28 | NA | NA | … | … | 0.84 | 0.90 | 0.96 | 0.48 | -0.57 | 0.11 | -0.04 | 2.61 | -0.81 | 1.50 | 1.35 | 0.16 | 1.28 | 2.88 | 1.56 | 0.00 | 0.87 | 0.91 | 0.07 |
| Standard Deviation(%) | NA | 9.85 | 11.98 | 15.97 | 16.44 | NA | NA | … | … | 11.17 | 14.53 | 10.18 | 11.75 | 21.00 | 19.93 | 32.81 | 9.14 | 11.00 | 5.19 | 10.63 | 12.61 | 9.58 | 10.15 | 11.22 | 21.15 | 17.65 | 26.30 | 59.18 |
| Draw Down(%) | NA | 7.47 | 14.06 | 26.72 | 35.71 | NA | NA | … | … | 7.47 | 14.06 | 6.22 | 10.78 | 16.05 | 17.16 | 35.71 | 4.84 | 14.07 | 2.33 | 6.65 | 8.75 | 6.30 | 5.25 | 7.62 | 18.46 | 14.55 | 28.94 | 21.79 |
| Yield(%) | 0.00 | 12.79 | 11.40 | 5.88 | 5.92 | 7.56 | 8.33 | … | … | 0.41 | 13.14 | 12.38 | 8.18 | 2.03 | 2.38 | 2.39 | 6.27 | 6.88 | 2.91 | 4.78 | 5.92 | 4.07 | 3.22 | 4.01 | 3.01 | 2.39 | 2.25 | 0.72 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEYX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS Y) |
-3.26%
Dec 2019 – Dec 2022 |
0.51%
Sep 2018 – Sep 2023 |
4.14%
Oct 2013 – Oct 2023 |
7.44%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCEYX (INVESCO DIVERSIFIED DIVIDEND FUND CLASS Y) |
24.00%
Feb 2009 – Feb 2012 |
22.70%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
10.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart