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Invesco Equity and Income Y (ACETX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.85+0.01 (+0.09%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return2.89%
5-Year Average Return10.68%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2017)25.27%
Worst 1 Yr Total Return (Apr 29, 2017)-24.60%
Best 3-Yr Total Return25.27%
Worst 3-Yr Total Return-4.19%

Trailing Returns (%) Vs. Benchmarks

ReturnACETXCategory
YTD2.89%4.87%
1-Month0.46%0.98%
3-Month2.21%3.30%
1-Year16.55%10.42%
3-Year7.30%4.66%
5-Year10.68%7.25%
10-Year6.36%4.87%
Last Bull Market17.88%15.44%
Last Bear Market-15.26%-12.24%

Annual Total Return (%) History

Year
ACETXCategory
2017
N/AN/A
2016
15.13%7.34%
2015
-2.10%-1.93%
2014
9.34%6.21%
2013
25.27%16.48%
2012
13.16%11.72%
2011
-0.97%-0.11%
2010
12.67%11.83%
2009
23.82%24.13%
2008
-24.60%-28.00%
2007
3.52%5.99%
2006
12.68%11.29%
2005
8.33%5.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.42%N/AN/AN/A
2016-0.97%2.92%5.85%6.72%
20150.08%1.33%-6.57%3.32%
20142.45%3.70%0.81%2.08%
20139.49%3.12%4.10%6.59%
20128.10%-1.18%5.23%0.66%
20114.60%-0.28%-12.84%8.92%
20105.85%-9.77%8.57%8.66%
2009-7.31%10.89%16.96%2.99%
2008-7.01%-2.47%-4.60%-12.85%
20070.64%5.19%-0.19%-2.03%
20062.20%0.07%5.06%4.87%
2005-0.34%2.50%4.67%1.30%

Rank In Category (By Total Return)

YTD92
1-Month89
3-Month90
1-Year4
3-Year6
5-Year2

Load Adjusted Returns

1-Year16.55%
3-Year7.30%
5-Year10.68%
10-Year6.36%