Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCNUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND INVESTOR) | 6.56% | 20.37% | 16.76% | 7.55% | 6.82% | 7.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCNUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND INVESTOR) | 05/01/2008 | 06/03/2026 |
| 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 | 20.37 | 16.76 | 7.55 | 6.82 | 7.49 | NA | … | … | 6.56 | 16.57 | 17.85 | 17.25 | -13.38 | 10.65 | -3.31 | 12.34 | -9.33 | 15.92 | 9.57 | -9.01 | 10.39 | 27.43 | 16.94 | 0.74 | 8.67 | 21.27 | -32.81 |
| Sharpe Ratio | NA | 2.04 | 1.21 | 0.37 | 0.34 | NA | NA | … | … | 1.39 | 0.90 | 1.57 | 1.47 | -0.81 | 0.69 | -0.11 | 0.97 | -0.71 | 2.20 | 0.75 | -0.64 | 1.02 | 2.39 | 1.26 | 0.03 | 0.44 | 0.80 | -0.97 |
| Standard Deviation(%) | NA | 9.28 | 11.60 | 13.89 | 15.76 | NA | NA | … | … | 10.82 | 15.34 | 9.07 | 9.30 | 18.39 | 15.38 | 31.34 | 11.25 | 15.09 | 6.96 | 12.44 | 14.11 | 10.14 | 11.44 | 13.49 | 24.78 | 19.38 | 26.46 | 47.15 |
| Draw Down(%) | NA | 7.03 | 15.45 | 26.50 | 37.79 | NA | NA | … | … | 7.03 | 15.45 | 6.43 | 6.65 | 19.84 | 11.45 | 35.01 | 7.71 | 21.04 | 3.46 | 8.23 | 15.91 | 8.36 | 5.39 | 10.35 | 20.75 | 17.57 | 27.41 | 46.64 |
| Yield(%) | 0.00 | 6.21 | 7.19 | 5.35 | 4.36 | 5.37 | 3.66 | … | … | 2.25 | 6.36 | 7.02 | 7.23 | 5.39 | 2.48 | 1.49 | 1.55 | 2.76 | 2.53 | 2.90 | 3.14 | 10.84 | 3.50 | 1.44 | 0.46 | 1.17 | 2.00 | 12.69 |
Data as of 06/03/2026, Common starting date is 05/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCNUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND INVESTOR) |
-5.02%
Mar 2017 – Mar 2020 |
-1.98%
Sep 2017 – Sep 2022 |
2.95%
Oct 2013 – Oct 2023 |
4.46%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCNUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND INVESTOR) |
21.68%
Feb 2009 – Feb 2012 |
19.70%
Feb 2009 – Feb 2014 |
11.99%
Feb 2009 – Feb 2019 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart