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Invesco Equity and Income C (ACERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.29+0.01 (+0.10%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.84%
5-Year Average Return7.44%
Number of Years Up22
Number of Years Down8
Best 1 Yr Total Return (May 7, 2024)24.02%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return24.02%
Worst 3-Yr Total Return4.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnACERXCategory
YTD3.21%11.35%
1-Month-3.25%0.99%
3-Month3.11%5.92%
1-Year11.15%32.83%
3-Year2.74%11.75%
5-Year6.81%11.53%
10-Year6.15%8.98%
Last Bull Market18.11%17.67%
Last Bear Market-11.48%-15.71%

Annual Total Return (%) History

Year
ACERXCategory
2024
N/AN/A
2023
9.25%N/A
2022
-8.38%N/A
2021
17.10%N/A
2020
9.08%13.51%
2019
19.23%21.35%
2018
-10.24%-7.93%
2017
10.03%15.80%
2016
14.01%7.93%
2015
-3.06%-2.77%
2014
8.25%5.71%
2013
24.02%21.31%
2012
12.09%13.42%
2011
-1.99%-3.80%
2010
11.59%13.49%
2009
22.63%29.37%
2008
-25.33%-34.34%
2007
2.41%7.43%
2006
11.73%13.07%
2005
7.12%7.35%
2004
10.81%10.93%
2003
21.40%25.10%
2002
-9.12%-14.51%
2001
-2.88%-9.67%
2000
19.22%-1.68%
1999
9.19%20.12%
1998
16.17%10.44%
1997
23.23%18.36%
1996
14.56%18.35%
1995
31.53%27.42%
1994
-2.70%-4.27%
1993
N/A13.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.68%N/AN/AN/A
20230.09%3.02%-1.96%8.07%
2022-1.07%-11.48%-3.37%8.27%
20218.22%3.87%-0.17%4.35%
2020-20.19%13.59%3.52%16.24%
20199.39%3.08%0.50%5.22%
2018-2.24%0.85%2.92%-11.54%
20172.20%1.50%2.87%3.10%
2016-1.24%2.70%5.58%6.46%
2015-0.08%0.99%-6.82%3.09%
20142.23%3.49%0.48%1.83%
20139.23%2.89%3.79%6.31%
20127.83%-1.44%5.05%0.41%
20114.39%-0.53%-13.00%8.49%
20105.68%-10.01%8.14%8.51%
2009-7.47%10.59%16.60%2.77%
2008-7.22%-2.76%-4.77%-13.09%
20070.28%4.99%-0.44%-2.30%
20061.97%-0.07%4.74%4.68%
2005-0.59%2.28%4.36%0.96%
20041.88%0.47%0.47%7.75%
2003-2.76%12.60%1.54%9.19%
20022.90%-5.63%-11.38%5.61%
2001-5.88%4.66%-6.28%5.20%
20006.20%0.76%9.05%2.16%
1999-2.68%9.01%-5.41%8.80%
199810.69%1.81%-8.11%12.18%
19971.36%12.77%7.09%0.66%
19963.17%1.64%1.92%7.18%
19958.24%7.97%6.24%5.94%
1994-3.66%-0.55%3.67%-2.04%
19932.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month18
3-Month25
1-Year71
3-Year36
5-Year63

Load Adjusted Returns

1-Year10.15%
3-Year2.74%
5-Year6.81%
10-Year6.15%