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Invesco Equity and Income Fund (ACEKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.31-0.07 (-0.67%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.89%
5-Year Average Return6.71%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)25.35%
Worst 1 Yr Total Return (Feb 3, 2019)-9.38%
Best 3-Yr Total Return25.35%
Worst 3-Yr Total Return5.11%

Trailing Returns (%) Vs. Benchmarks

ReturnACEKXCategory
YTD3.77%11.35%
1-Month2.00%0.99%
3-Month11.64%5.92%
1-Year-5.93%32.83%
3-Year7.79%11.75%
5-Year7.03%11.53%
10-Year8.67%8.98%
Last Bull Market34.34%17.67%
Last Bear Market-18.34%-15.71%

Annual Total Return (%) History

Year
ACEKXCategory
2022
N/AN/A
2021
18.47%N/A
2020
10.25%13.51%
2019
20.45%21.35%
2018
-9.38%-7.93%
2017
11.23%15.80%
2016
15.21%7.93%
2015
-2.03%-2.77%
2014
9.42%5.71%
2013
25.35%21.31%
2012
13.24%13.42%
2011
-0.78%-3.80%
2010
N/A13.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-0.87%-11.24%-3.13%N/A
20218.50%4.24%0.01%4.73%
2020-19.92%13.87%3.84%16.44%
20199.72%3.38%0.65%5.50%
2018-2.03%1.09%3.23%-11.36%
20172.43%1.84%3.19%3.34%
2016-0.95%2.94%5.87%6.73%
20150.20%1.25%-6.55%3.34%
20142.47%3.81%0.74%2.10%
20139.62%3.03%4.11%6.60%
20128.13%-1.16%5.25%0.67%
20114.78%-0.34%-12.69%8.82%
20108.57%8.66%N/AN/A

Rank In Category (By Total Return)

YTD5
1-Month4
3-Month5
1-Year8
3-Year12
5-Year39

Load Adjusted Returns

1-Year12.01%
3-Year12.63%
5-Year8.83%
10-Year10.07%
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