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Invesco Equity and Income A (ACEIX)

11.33 Down 0.01(0.09%) Aug 22

Performance Overview as of Jul 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:5.07%
5-Year Average Return:13.05%
Number of Years Up:42
Number of Years Down:11
Best 1 Yr Total Return (2013-12-31):24.96%
Worst 1 Yr Total Return (2008-12-31):-24.78%
Best 3-Yr Total Return (N/A):13.76%
Worst 3-Yr Total Return (N/A):-4.39%
Load Adjusted Returns 
1-Year:5.62%
3-Year:10.75%
5-Year:11.78%
10-Year:7.14%
Trailing Returns (%) vs. Benchmarks 
ReturnACEIXCategoryDiffIndex*Diff
Year To Date5.07N/AN/AN/AN/A
1-Month-0.98N/AN/AN/AN/A
3-Month2.52N/AN/AN/AN/A
1-Year11.76N/AN/AN/AN/A
3-Year12.86N/AN/AN/AN/A
5-Year13.05N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.71N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.36N/AN/AN/AN/A
Annual Total Return (%) History () 
YearACEIXCategoryDiff
2014N/AN/AN/A
2013
 
24.96N/AN/A
2012
 
12.88N/AN/A
2011
 
-1.23N/AN/A
2010
 
12.39N/AN/A
2009
 
23.51N/AN/A
2008
 
-24.78N/AN/A
2007
 
3.26N/AN/A
2006
 
12.53N/AN/A
2005
 
7.81N/AN/A
2004
 
11.77N/AN/A
2003
 
22.16N/AN/A
2002
 
-8.32N/AN/A
2001
 
-2.23N/AN/A
2000
 
20.19N/AN/A
1999
 
9.95N/AN/A
1998
 
16.99N/AN/A
1997
 
24.13N/AN/A
1996
 
15.55N/AN/A
1995
 
32.60N/AN/A
1994
 
-1.98N/AN/A
1993
 
16.01N/AN/A
1992
 
10.72N/AN/A
1991
 
26.67N/AN/A
1990
 
-4.68N/AN/A
1989
 
21.74N/AN/A
1988
 
12.58N/AN/A
1987
 
1.90N/AN/A
1986
 
12.21N/AN/A
1985
 
17.94N/AN/A
1984
 
4.81N/AN/A
1983
 
22.09N/AN/A
1982
 
43.34N/AN/A
1981
 
11.29N/AN/A
1980
 
12.13N/AN/A
1979
 
9.48N/AN/A
1978
 
1.14N/AN/A
1977
 
3.55N/AN/A
1976
 
27.42N/AN/A
1975
 
28.20N/AN/A
1974
 
-10.08N/AN/A
1973
 
-15.32N/AN/A
1972
 
1.32N/AN/A
1971
 
27.52N/AN/A
1970
 
4.23N/AN/A
1969
 
-21.46N/AN/A
1968
 
36.96N/AN/A
1967
 
43.52N/AN/A
1966
 
-8.29N/AN/A
1965
 
26.29N/AN/A
1964
 
14.28N/AN/A
1963
 
14.18N/AN/A
1962
 
-7.93N/AN/A
1961
 
17.13N/AN/A
1960N/AN/AN/A
Past Quarterly Returns (%) for ACEIX 
Q1Q2Q3Q4
20142.393.63N/AN/A
20139.423.054.046.52
20128.04-1.245.170.59
20114.54-0.34-12.898.83
20105.79-9.828.508.59
2009-7.3610.8216.892.93
2008-7.06-2.54-4.66-12.90
20070.585.12-0.25-2.08
20062.260.015.004.80
2005-0.402.324.611.13
20042.050.650.777.98
2003-2.7012.831.699.42
20023.20-5.52-11.225.91
2001-5.764.94-6.155.34
20006.471.079.152.33
1999-2.379.11-5.218.89
199810.811.97-7.9112.43
19971.5412.917.370.84
19963.491.792.237.31
19958.438.156.586.09
1994-3.49-0.363.86-1.86
19936.521.165.212.32
1992-0.622.313.744.97
199110.260.216.957.20
1990-1.694.70-12.215.48
19894.976.299.82-0.64
19883.886.88-1.282.71
198716.573.224.32-18.81
198611.29-1.86-2.335.19
19851.294.58-1.9413.54
1984-1.11-1.415.282.12
19837.658.621.492.88
1982-1.791.9014.7824.79
19818.813.66-10.7410.55
1980-9.8820.40-0.033.37
19795.852.953.16-2.62
19780.791.035.83-6.14
19770.245.41-1.49-0.52
197613.051.924.086.25
197515.079.92-4.726.37
19744.73-11.24-9.356.72
1973-7.02-10.4412.16-9.35
19726.34-3.78-3.953.09
197118.87-1.032.865.39
19703.18-18.8117.995.44
1969-6.25-7.53-6.20-3.42
1968-0.4718.596.818.64
196715.628.3210.453.75
19664.23-3.08-10.831.81
19659.06-3.2110.218.56
19647.032.794.11-0.22
19637.325.41-0.491.43
19620.21-13.710.745.70
196114.250.45-0.222.29
19602.66N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date19N/A
1-Month4N/A
3-Month10N/A
6-Month23N/A
1-Year60N/A
3-Year6N/A
5-Year21N/A