Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAYX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS Y) | 7.07% | 21.12% | 17.19% | 7.81% | 7.11% | 7.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCAYX (INVESCO LOW VOLATILITY EQUITY YIELD 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 (%) | 0.39 | 21.12 | 17.19 | 7.81 | 7.11 | 7.89 | NA | … | … | 7.07 | 16.88 | 18.13 | 17.52 | -13.13 | 10.90 | -3.04 | 12.59 | -9.09 | 16.19 | 9.82 | -8.76 | 10.66 | 27.71 | 17.18 | 1.14 | 8.83 | 21.75 | 4.91 |
| Sharpe Ratio | NA | 2.09 | 1.23 | 0.39 | 0.36 | NA | NA | … | … | 1.41 | 0.92 | 1.59 | 1.49 | -0.80 | 0.71 | -0.10 | 0.99 | -0.70 | 2.23 | 0.77 | -0.62 | 1.06 | 2.43 | 1.28 | 0.04 | 0.45 | 0.81 | 0.35 |
| Standard Deviation(%) | NA | 9.28 | 11.62 | 13.89 | 15.77 | NA | NA | … | … | 10.79 | 15.35 | 9.10 | 9.39 | 18.36 | 15.34 | 31.36 | 11.24 | 15.12 | 7.00 | 12.44 | 14.14 | 10.05 | 11.40 | 13.51 | 24.82 | 19.39 | 26.69 | 68.89 |
| Draw Down(%) | NA | 6.97 | 15.40 | 26.39 | 37.56 | NA | NA | … | … | 6.97 | 15.40 | 6.41 | 6.59 | 19.74 | 11.43 | 35.02 | 7.62 | 21.01 | 3.46 | 8.22 | 15.78 | 8.37 | 5.39 | 10.22 | 20.63 | 17.57 | 27.57 | 24.09 |
| Yield(%) | 0.00 | 6.46 | 7.47 | 5.56 | 4.63 | 5.78 | 6.03 | … | … | 2.33 | 6.65 | 7.29 | 7.48 | 5.63 | 2.75 | 1.73 | 1.81 | 3.01 | 2.80 | 3.15 | 3.38 | 11.09 | 3.66 | 1.83 | 0.59 | 1.47 | 2.25 | 19.87 |
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 |
|---|---|---|---|---|
| SCAYX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS Y) |
-4.78%
Mar 2017 – Mar 2020 |
-1.75%
Sep 2017 – Sep 2022 |
3.21%
Oct 2013 – Oct 2023 |
6.68%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAYX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS Y) |
21.98%
Feb 2009 – Feb 2012 |
19.99%
Feb 2009 – Feb 2014 |
12.27%
Feb 2009 – Feb 2019 |
9.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart