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Invesco Diversified Dividend A (LCEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.58+0.02 (+0.11%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.31%
5-Year Average Return7.66%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)29.00%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.00%
Worst 3-Yr Total Return4.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLCEAXCategory
YTD5.96%4.44%
1-Month-1.10%-4.04%
3-Month-1.78%4.09%
1-Year11.61%14.37%
3-Year6.08%6.04%
5-Year7.94%9.20%
10-Year7.38%8.57%
Last Bull Market21.70%22.97%
Last Bear Market-10.32%-11.27%

Annual Total Return (%) History

Year
LCEAXCategory
2024
N/AN/A
2023
8.76%11.63%
2022
-1.62%-5.90%
2021
18.93%26.22%
2020
0.12%2.91%
2019
25.02%25.04%
2018
-7.77%-8.53%
2017
8.20%15.94%
2016
14.33%14.81%
2015
1.79%-4.05%
2014
11.93%10.21%
2013
29.00%31.21%
2012
17.17%14.57%
2011
-0.20%-0.75%
2010
15.12%13.66%
2009
23.66%24.13%
2008
-26.95%-37.09%
2007
0.36%1.42%
2006
16.41%18.15%
2005
5.23%5.95%
2004
13.84%12.97%
2003
26.89%28.44%
2002
-12.90%-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.88%-1.78%N/AN/A
2023-0.17%3.43%-3.99%9.72%
20222.71%-10.32%-4.56%11.91%
20218.56%4.07%-1.09%6.43%
2020-24.29%12.27%3.72%13.58%
201911.53%3.29%3.25%5.11%
2018-3.71%1.52%3.73%-9.05%
20172.38%0.77%1.90%2.93%
20165.21%3.40%0.12%4.97%
20152.06%-0.13%-2.62%2.55%
20143.67%3.84%-1.46%5.51%
201312.76%1.87%3.26%8.74%
201210.08%-1.30%5.61%2.11%
20114.91%1.03%-14.72%10.41%
20107.18%-9.94%9.39%9.02%
2009-14.11%17.60%16.72%4.88%
2008-5.85%-3.97%0.83%-19.87%
20070.25%5.48%-0.56%-4.56%
20064.11%-0.61%5.59%6.55%
2005-0.50%1.16%1.32%3.18%
20042.33%3.00%0.05%7.95%
2003-4.59%14.18%2.94%13.15%
20024.30%-7.86%-14.15%5.58%

Rank In Category (By Total Return)

YTD66
1-Month73
3-Month55
1-Year78
3-Year59
5-Year83

Load Adjusted Returns

1-Year5.47%
3-Year4.09%
5-Year6.72%
10-Year6.77%