Invesco Equity & Income Fund R (ACESX)

11.33 +0.04 (+0.35%) USD  |  Jan 09 2026
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ACESX Max Drawdown (5Y): 16.92% for Dec. 31, 2025

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Maximum
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Average
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Median

Max Drawdown (5Y) Benchmarks

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VY Invesco Eq and Inc Portfolio Initial 16.67%
PGIM Balanced Fund R6 21.15%
MFS Total Return Fund R3 17.00%
Touchstone Balanced Fund R6 --
Columbia Balanced Fund R 21.20%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -2.304
Beta (5Y) 0.6620
Alpha (vs YCharts Benchmark) (5Y) 6.470
Beta (vs YCharts Benchmark) (5Y) 1.091
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 10.50%
Historical Sharpe Ratio (5Y) 0.4868
Historical Sortino (5Y) 0.7315
Monthly Value at Risk (VaR) 5% (5Y Lookback) 4.73%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:ACESX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:ACESX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.