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Invesco Equity and Income A (ACEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.38-0.11 (-1.05%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.43%
5-Year Average Return7.59%
Number of Years Up49
Number of Years Down14
Best 1 Yr Total Return (Apr 29, 2024)24.96%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return24.96%
Worst 3-Yr Total Return4.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnACEIXCategory
YTD6.91%11.35%
1-Month3.92%0.99%
3-Month6.91%5.92%
1-Year17.25%32.83%
3-Year5.74%11.75%
5-Year9.06%11.53%
10-Year7.30%8.98%
Last Bull Market34.04%17.67%
Last Bear Market-11.31%-15.71%

Annual Total Return (%) History

Year
ACEIXCategory
2024
N/AN/A
2023
9.99%N/A
2022
-7.72%N/A
2021
18.02%N/A
2020
9.97%13.51%
2019
20.07%21.35%
2018
-9.65%-7.93%
2017
10.88%15.80%
2016
14.83%7.93%
2015
-2.35%-2.77%
2014
9.07%5.71%
2013
24.96%21.31%
2012
12.88%13.42%
2011
-1.23%-3.80%
2010
12.39%13.49%
2009
23.51%29.37%
2008
-24.78%-34.34%
2007
3.26%7.43%
2006
12.53%13.07%
2005
7.81%7.35%
2004
11.77%10.93%
2003
22.16%25.10%
2002
-8.32%-14.51%
2001
-2.23%-9.67%
2000
20.19%-1.68%
1999
9.95%20.12%
1998
16.99%10.44%
1997
24.13%18.36%
1996
15.55%18.35%
1995
32.60%27.42%
1994
-1.98%-4.27%
1993
16.00%13.30%
1992
10.72%8.33%
1991
26.67%33.09%
1990
-4.68%-0.13%
1989
21.74%23.67%
1988
12.58%11.63%
1987
1.90%4.99%
1986
12.21%20.10%
1985
17.94%25.38%
1984
4.81%9.19%
1983
25.23%19.39%
1982
47.79%25.78%
1981
7.95%5.81%
1980
12.13%16.68%
1979
9.48%14.37%
1978
1.14%3.71%
1977
3.55%3.79%
1976
27.42%31.42%
1975
28.20%29.28%
1974
-10.08%-11.95%
1973
-15.32%-14.62%
1972
1.32%5.42%
1971
27.52%17.26%
1970
4.23%3.86%
1969
-21.46%-12.15%
1968
36.96%14.13%
1967
43.52%17.23%
1966
-8.29%-5.52%
1965
26.29%12.09%
1964
14.28%13.81%
1963
14.18%15.71%
1962
-7.93%-2.19%
1961
17.13%17.02%
1960
N/A-1.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.91%N/AN/AN/A
20230.29%3.14%-1.72%8.19%
2022-0.94%-11.31%-3.20%8.52%
20218.33%4.17%-0.06%4.65%
2020-20.00%13.78%3.75%16.45%
20199.63%3.30%0.57%5.42%
2018-2.11%1.02%3.15%-11.42%
20172.35%1.75%3.11%3.25%
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%
198310.41%8.62%1.49%2.88%
19821.25%1.90%14.78%24.79%
19818.81%3.66%-10.74%7.22%
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%-5.60%-4.04%
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)

YTD35
1-Month6
3-Month35
1-Year57
3-Year24
5-Year27

Load Adjusted Returns

1-Year10.81%
3-Year3.76%
5-Year7.83%
10-Year6.70%