• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.54% Nasdaq Down1.52%

    Invesco Equity and Income B (ACEQX)

    10.23 Down 0.09(0.87%) Apr 17

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:-0.18%
    5-Year Average Return:9.54%
    Number of Years Up:17
    Number of Years Down:5
    Best 1 Yr Total Return (2013-12-31):24.01%
    Worst 1 Yr Total Return (2008-12-31):-24.78%
    Best 3-Yr Total Return (N/A):14.73%
    Worst 3-Yr Total Return (N/A):-4.81%
    Load Adjusted Returns 
    1-Year:0.98%
    3-Year:10.94%
    5-Year:9.26%
    10-Year:6.73%
    Trailing Returns (%) vs. Benchmarks 
    ReturnACEQXCategoryDiffIndex*Diff
    Year To Date-0.18N/AN/AN/AN/A
    1-Month-0.97N/AN/AN/AN/A
    3-Month-0.18N/AN/AN/AN/A
    1-Year5.71N/AN/AN/AN/A
    3-Year11.75N/AN/AN/AN/A
    5-Year9.54N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.56N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-15.36N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearACEQXCategoryDiff
    2015N/AN/AN/A
    2014
     
    8.28N/AN/A
    2013
     
    24.01N/AN/A
    2012
     
    12.48N/AN/A
    2011
     
    -1.38N/AN/A
    2010
     
    12.31N/AN/A
    2009
     
    23.48N/AN/A
    2008
     
    -24.78N/AN/A
    2007
     
    2.71N/AN/A
    2006
     
    11.66N/AN/A
    2005
     
    7.15N/AN/A
    2004
     
    10.85N/AN/A
    2003
     
    21.31N/AN/A
    2002
     
    -9.02N/AN/A
    2001
     
    -3.02N/AN/A
    2000
     
    18.95N/AN/A
    1999
     
    9.19N/AN/A
    1998
     
    16.17N/AN/A
    1997
     
    23.23N/AN/A
    1996
     
    14.56N/AN/A
    1995
     
    31.51N/AN/A
    1994
     
    -2.70N/AN/A
    1993
     
    14.94N/AN/A
    1992N/AN/AN/A
    Past Quarterly Returns (%) for ACEQX 
    Q1Q2Q3Q4
    2015-0.18N/AN/AN/A
    20142.243.410.571.83
    20139.272.803.816.34
    20128.03-1.305.070.40
    20114.58-0.47-12.838.70
    20105.90-9.958.348.72
    2009-7.3510.8516.902.85
    2008-7.08-2.46-4.77-12.84
    20070.295.01-0.44-2.05
    20061.98-0.194.884.58
    2005-0.592.164.490.96
    20041.890.470.477.78
    2003-2.7712.481.549.23
    20023.05-5.65-11.415.63
    2001-6.024.81-6.295.07
    20006.200.638.942.17
    1999-2.689.01-5.418.80
    199810.551.81-7.9912.18
    19971.5112.617.090.66
    19963.171.641.927.18
    19958.247.976.245.92
    1994-3.66-0.553.67-2.04
    19936.120.975.022.14
    19923.554.76N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date98N/A
    1-Month80N/A
    3-Month98N/A
    6-Month91N/A
    1-Year66N/A
    3-Year9N/A
    5-Year35N/A