Invesco Equity and Income R (ACESX)

10.67 +0.14 (+1.33%) USD  |  May 17 2022

ACESX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Equity and Income R
12.69%
24.66%
8.77%
-2.57%
14.59%
10.56%
-9.82%
19.65%
9.73%
17.70%
-7.58%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.45%
VY® Invesco Equity and Income A
12.23%
24.33%
8.44%
-2.55%
14.69%
10.33%
-9.90%
19.50%
9.62%
18.03%
-7.72%
American Funds Income Fund of Amer R1
11.06%
17.22%
7.57%
-2.30%
9.69%
12.43%
-5.91%
18.00%
4.14%
16.48%
-5.55%
Oakmark Equity and Income R6
9.05%
24.25%
6.93%
-4.60%
10.97%
14.46%
-8.33%
19.31%
8.68%
21.86%
-10.46%
Invesco Select Risk: Growth Investor R
14.32%
15.08%
4.09%
-4.89%
8.82%
15.43%
-8.49%
20.26%
11.64%
13.24%
-17.56%
As of May 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Equity and Income R
-5.31%
-8.06%
-7.79%
-3.76%
8.68%
6.61%
8.80%
6.03%
6.80%
8.38%
S&P 500 Total Return
-8.65%
-10.11%
-14.12%
-2.61%
13.57%
12.80%
13.92%
8.90%
8.82%
10.04%
VY® Invesco Equity and Income A
-5.34%
-8.11%
-7.89%
-3.82%
8.72%
6.51%
8.71%
5.96%
6.34%
5.92%
American Funds Income Fund of Amer R1
-4.02%
-4.13%
-3.13%
-0.65%
7.75%
6.45%
7.72%
5.08%
6.41%
9.79%
Oakmark Equity and Income R6
-5.31%
-9.74%
-11.26%
-6.89%
8.51%
7.24%
8.23%
6.63%
7.57%
9.66%
Invesco Select Risk: Growth Investor R
-7.05%
-11.67%
-19.03%
-12.43%
4.26%
4.44%
6.11%
3.24%
--
5.24%
As of May 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2022