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Invesco Equity and Income Fund Class Y (ACETX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.71-0.02 (-0.19%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return7.89%
5-Year Average Return6.66%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)25.27%
Worst 1 Yr Total Return (Feb 3, 2019)-24.60%
Best 3-Yr Total Return25.27%
Worst 3-Yr Total Return-1.13%

Trailing Returns (%) Vs. Benchmarks

ReturnACETXCategory
YTD-0.88%9.69%
1-Month-0.27%0.91%
3-Month-0.88%5.21%
1-Year8.19%27.06%
3-Year12.37%11.00%
5-Year10.52%10.26%
10-Year9.74%8.34%
Last Bull Market34.30%15.58%
Last Bear Market-18.36%-12.16%

Annual Total Return (%) History

Year
ACETXCategory
2021
N/AN/A
2020
10.16%11.72%
2019
20.37%19.23%
2018
-9.42%-5.76%
2017
11.16%13.21%
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
20218.50%4.23%0.00%N/A
2020-19.94%13.85%3.82%16.42%
20199.70%3.36%0.63%5.48%
2018-2.05%1.08%3.22%-11.37%
20172.42%1.82%3.17%3.32%
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)

YTD5
1-Month4
3-Month6
1-Year8
3-Year12
5-Year40

Load Adjusted Returns

1-Year11.97%
3-Year12.56%
5-Year8.79%
10-Year9.99%
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