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Invesco Dividend Income C (IUTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.95+0.02 (+0.08%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.38%
5-Year Average Return6.60%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)20.39%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return20.39%
Worst 3-Yr Total Return2.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIUTCXCategory
YTD5.66%4.44%
1-Month2.51%-4.04%
3-Month2.62%4.09%
1-Year16.39%14.37%
3-Year4.98%6.04%
5-Year7.85%9.20%
10-Year6.83%8.57%
Last Bull Market20.02%22.97%
Last Bear Market-8.83%-11.27%

Annual Total Return (%) History

Year
IUTCXCategory
2024
N/AN/A
2023
6.22%11.63%
2022
-0.16%-5.90%
2021
18.06%26.22%
2020
-0.16%2.91%
2019
17.43%25.04%
2018
-8.08%-8.53%
2017
8.26%15.94%
2016
14.85%14.81%
2015
2.64%-4.05%
2014
14.91%10.21%
2013
20.39%31.21%
2012
2.65%14.57%
2011
15.30%-0.75%
2010
5.07%13.66%
2009
13.10%24.13%
2008
-33.07%-37.09%
2007
19.20%1.42%
2006
24.28%18.15%
2005
15.84%5.95%
2004
24.43%12.97%
2003
16.36%28.44%
2002
-23.11%-18.69%
2001
-34.52%-4.99%
2000
N/A7.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.15%N/AN/AN/A
2023-0.92%2.68%-4.10%8.86%
20223.28%-8.83%-6.06%12.87%
20218.70%2.73%-0.85%6.63%
2020-20.23%10.71%2.57%10.23%
20199.71%1.43%2.71%2.74%
2018-6.00%1.18%4.09%-7.16%
20172.31%0.38%2.15%3.20%
20166.99%3.94%-0.87%4.18%
20151.35%-1.85%-0.03%3.21%
20143.96%5.31%-1.03%6.05%
201310.19%0.80%1.68%6.61%
2012-1.84%5.34%1.10%-1.80%
20114.21%5.49%-1.31%6.27%
2010-3.02%-5.62%11.34%3.10%
2009-10.89%11.79%6.49%6.61%
2008-9.62%6.60%-20.45%-12.66%
20078.30%3.55%1.49%4.73%
20061.98%5.11%5.60%9.80%
20052.75%6.74%11.47%-5.24%
20043.04%-0.13%6.63%13.40%
2003-4.97%14.40%-1.44%8.59%
2002-6.51%-11.32%-14.42%8.36%
2001-7.19%-10.83%-23.80%3.84%
2000-9.50%6.13%-5.35%N/A

Rank In Category (By Total Return)

YTD78
1-Month73
3-Month78
1-Year88
3-Year76
5-Year93

Load Adjusted Returns

1-Year15.39%
3-Year4.98%
5-Year7.85%
10-Year6.83%