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Invesco Dividend Income A (IAUTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.60+0.02 (+0.08%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.87%
5-Year Average Return7.29%
Number of Years Up19
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)21.25%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return21.25%
Worst 3-Yr Total Return3.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIAUTXCategory
YTD5.99%4.44%
1-Month2.57%-4.04%
3-Month2.81%4.09%
1-Year17.23%14.37%
3-Year5.78%6.04%
5-Year8.68%9.20%
10-Year7.64%8.57%
Last Bull Market20.37%22.97%
Last Bear Market-8.66%-11.27%

Annual Total Return (%) History

Year
IAUTXCategory
2024
N/AN/A
2023
7.02%11.63%
2022
0.62%-5.90%
2021
18.97%26.22%
2020
0.57%2.91%
2019
18.32%25.04%
2018
-7.38%-8.53%
2017
9.08%15.94%
2016
15.69%14.81%
2015
3.43%-4.05%
2014
15.83%10.21%
2013
21.25%31.21%
2012
3.43%14.57%
2011
16.12%-0.75%
2010
5.88%13.66%
2009
13.96%24.13%
2008
-32.57%-37.09%
2007
20.04%1.42%
2006
25.26%18.15%
2005
16.77%5.95%
2004
25.20%12.97%
2003
17.42%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
2023-0.74%2.91%-3.93%9.07%
20223.52%-8.66%-5.89%13.09%
20218.98%2.88%-0.64%6.80%
2020-20.10%10.95%2.74%10.42%
20199.94%1.59%2.93%2.92%
2018-5.82%1.34%4.29%-6.95%
20172.53%0.52%2.37%3.39%
20167.18%4.14%-0.69%4.38%
20151.55%-1.69%0.15%3.44%
20144.20%5.51%-0.87%6.27%
201310.37%0.99%1.88%6.77%
2012-1.69%5.53%1.29%-1.58%
20114.39%5.68%-1.14%6.48%
2010-2.88%-5.45%11.59%3.33%
2009-10.71%11.95%6.75%6.79%
2008-9.46%6.76%-20.27%-12.51%
20078.47%3.73%1.68%4.93%
20062.12%5.37%5.86%9.97%
20053.03%6.84%11.73%-5.06%
20043.24%0.01%6.89%13.44%
2003-4.80%14.80%-1.29%8.85%
2002-11.26%-14.26%8.98%N/A

Rank In Category (By Total Return)

YTD74
1-Month71
3-Month74
1-Year84
3-Year61
5-Year89

Load Adjusted Returns

1-Year10.79%
3-Year3.80%
5-Year7.45%
10-Year7.03%