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Invesco Diversified Dividend Y (LCEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.60+0.02 (+0.11%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.43%
5-Year Average Return7.93%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)29.30%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.30%
Worst 3-Yr Total Return4.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLCEYXCategory
YTD6.09%4.44%
1-Month-1.09%-4.04%
3-Month-1.71%4.09%
1-Year11.88%14.37%
3-Year6.34%6.04%
5-Year8.21%9.20%
10-Year7.65%8.57%
Last Bull Market21.83%22.97%
Last Bear Market-10.29%-11.27%

Annual Total Return (%) History

Year
LCEYXCategory
2024
N/AN/A
2023
9.09%11.63%
2022
-1.42%-5.90%
2021
19.22%26.22%
2020
0.39%2.91%
2019
25.37%25.04%
2018
-7.53%-8.53%
2017
8.41%15.94%
2016
14.61%14.81%
2015
2.05%-4.05%
2014
12.26%10.21%
2013
29.30%31.21%
2012
17.45%14.57%
2011
-0.03%-0.75%
2010
15.48%13.66%
2009
24.07%24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.94%-1.71%N/AN/A
2023-0.11%3.55%-3.98%9.84%
20222.78%-10.29%-4.50%11.96%
20218.61%4.13%-1.03%6.50%
2020-24.26%12.33%3.78%13.70%
201911.60%3.40%3.31%5.17%
2018-3.59%1.53%3.84%-9.03%
20172.39%0.88%1.96%2.94%
20165.27%3.47%0.18%5.03%
20152.12%-0.07%-2.55%2.62%
20143.80%3.84%-1.40%5.63%
201312.82%1.94%3.39%8.74%
201210.14%-1.24%5.67%2.17%
20114.88%1.09%-14.65%10.47%
20107.24%-9.88%9.44%9.17%
2009-14.17%17.83%16.90%4.95%

Rank In Category (By Total Return)

YTD65
1-Month73
3-Month54
1-Year76
3-Year53
5-Year81

Load Adjusted Returns

1-Year11.88%
3-Year6.34%
5-Year8.21%
10-Year7.65%