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Invesco Equity and Income A (ACEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.990.00 (0.00%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return5.29%
5-Year Average Return10.98%
Number of Years Up44
Number of Years Down12
Best 1 Yr Total Return (Jul 30, 2017)24.96%
Worst 1 Yr Total Return (Jul 30, 2017)-24.78%
Best 3-Yr Total Return24.96%
Worst 3-Yr Total Return-4.39%

Trailing Returns (%) Vs. Benchmarks

ReturnACEIXCategory
YTD5.29%6.30%
1-Month1.10%0.45%
3-Month2.40%2.35%
1-Year14.99%10.67%
3-Year7.02%4.00%
5-Year10.98%7.97%
10-Year6.55%4.89%
Last Bull Market17.71%15.43%
Last Bear Market-15.36%-12.25%

Annual Total Return (%) History

Year
ACEIXCategory
2017
N/AN/A
2016
14.83%7.34%
2015
-2.35%-1.93%
2014
9.07%6.21%
2013
24.96%16.48%
2012
12.88%11.72%
2011
-1.23%-0.11%
2010
12.39%11.83%
2009
23.51%24.13%
2008
-24.78%-28.00%
2007
3.26%5.99%
2006
12.53%11.29%
2005
7.81%5.13%
2004
11.77%8.86%
2003
22.16%20.35%
2002
-8.32%-12.02%
2001
-2.23%-5.05%
2000
20.19%1.82%
1999
9.95%10.71%
1998
16.99%13.52%
1997
24.13%19.63%
1996
15.55%13.70%
1995
32.60%25.63%
1994
-1.98%-2.52%
1993
16.00%11.37%
1992
10.72%7.73%
1991
26.67%24.89%
1990
-4.68%-1.10%
1989
21.74%19.04%
1988
12.58%12.38%
1987
1.90%2.33%
1986
12.21%16.43%
1985
17.94%27.31%
1984
4.81%8.22%
1983
22.09%17.96%
1982
43.34%29.46%
1981
11.29%4.32%
1980
12.13%19.48%
1979
9.48%15.00%
1978
1.14%4.67%
1977
3.55%0.43%
1976
27.42%27.96%
1975
28.20%29.04%
1974
-10.08%-16.55%
1973
-15.32%-14.06%
1972
1.32%8.41%
1971
27.52%13.97%
1970
4.23%2.83%
1969
-21.46%-13.18%
1968
36.96%14.58%
1967
43.52%18.14%
1966
-8.29%-7.48%
1965
26.29%12.18%
1964
14.28%11.92%
1963
14.18%13.59%
1962
-7.93%-7.04%
1961
17.13%20.08%
1960
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.35%1.75%N/AN/A
2016-1.03%2.86%5.78%6.65%
20150.01%1.27%-6.62%3.26%
20142.39%3.63%0.75%2.02%
20139.42%3.05%4.04%6.52%
20128.04%-1.24%5.17%0.59%
20114.54%-0.34%-12.89%8.83%
20105.79%-9.82%8.50%8.59%
2009-7.36%10.82%16.89%2.93%
2008-7.06%-2.54%-4.66%-12.90%
20070.58%5.12%-0.25%-2.08%
20062.26%0.01%5.00%4.80%
2005-0.40%2.32%4.61%1.13%
20042.05%0.65%0.77%7.98%
2003-2.70%12.83%1.69%9.42%
20023.20%-5.52%-11.22%5.91%
2001-5.76%4.94%-6.15%5.34%
20006.47%1.07%9.15%2.33%
1999-2.37%9.11%-5.21%8.89%
199810.81%1.97%-7.91%12.43%
19971.54%12.91%7.37%0.84%
19963.49%1.79%2.23%7.31%
19958.43%8.15%6.58%6.09%
1994-3.49%-0.36%3.86%-1.86%
19936.52%1.16%5.21%2.32%
1992-0.62%2.31%3.74%4.97%
199110.26%0.21%6.95%7.20%
1990-1.69%4.70%-12.21%5.48%
19894.97%6.29%9.82%-0.64%
19883.88%6.88%-1.28%2.71%
198716.57%3.22%4.32%-18.81%
198611.29%-1.86%-2.33%5.19%
19851.29%4.58%-1.94%13.54%
1984-1.11%-1.41%5.28%2.12%
19837.65%8.62%1.49%2.88%
1982-1.79%1.90%14.78%24.79%
19818.81%3.66%-10.74%10.55%
1980-9.88%20.40%-0.03%3.37%
19795.85%2.95%3.16%-2.62%
19780.79%1.03%5.83%-6.14%
19770.24%5.41%-1.49%-0.52%
197613.05%1.92%4.08%6.25%
197515.07%9.92%-4.72%6.37%
19744.73%-11.24%-9.35%6.72%
1973-7.02%-10.44%12.16%-9.35%
19726.34%-3.78%-3.95%3.09%
197118.87%-1.03%2.86%5.39%
19703.18%-18.81%17.99%5.44%
1969-6.25%-7.53%-6.20%-3.42%
1968-0.47%18.59%6.81%8.64%
196715.62%8.32%10.45%3.75%
19664.23%-3.08%-10.83%1.81%
19659.06%-3.21%10.21%8.56%
19647.03%2.79%4.11%-0.22%
19637.32%5.41%-0.49%1.43%
19620.21%-13.71%0.74%5.70%
196114.25%0.45%-0.22%2.29%
19602.66%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month85
3-Month77
1-Year4
3-Year12
5-Year2

Load Adjusted Returns

1-Year8.67%
3-Year5.02%
5-Year9.73%
10-Year5.95%