Invesco Diversified Dividend Y (LCEYX)

19.07 +0.05 (+0.26%) USD  |  Aug 09 2022

LCEYX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Invesco Diversified Dividend Y
17.45%
29.30%
12.26%
2.05%
14.61%
8.41%
-7.53%
25.37%
0.39%
19.22%
-3.56%
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%
-12.72%
Vanguard High Dividend Yield Index Adm
12.65%
30.24%
13.45%
0.31%
16.85%
16.39%
-5.89%
24.17%
1.14%
26.13%
-4.16%
Empower Large Cap Value Instl
17.21%
30.01%
7.39%
-6.64%
19.16%
16.56%
-9.15%
26.92%
4.05%
26.47%
-4.17%
Vanguard Equity-Income Adm
13.58%
30.19%
11.38%
0.86%
14.82%
18.49%
-5.65%
25.35%
3.13%
25.64%
-3.40%
JPMorgan Equity Income I
13.44%
31.60%
13.76%
-2.31%
14.84%
17.55%
-4.46%
26.29%
3.62%
25.13%
-4.09%
As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Diversified Dividend Y
3.75%
-0.51%
-6.86%
0.98%
8.37%
6.79%
10.06%
7.57%
8.66%
7.78%
S&P 500 Total Return
5.82%
3.73%
-9.43%
-5.61%
14.07%
12.74%
13.58%
9.40%
10.01%
10.07%
Vanguard High Dividend Yield Index Adm
3.30%
-0.55%
-5.48%
2.60%
10.60%
9.32%
11.27%
8.13%
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8.13%
Empower Large Cap Value Instl
4.66%
0.56%
-6.83%
1.10%
11.72%
9.52%
10.64%
7.15%
8.56%
9.29%
Vanguard Equity-Income Adm
3.44%
-0.35%
-5.07%
2.74%
11.49%
10.10%
11.64%
8.72%
9.66%
10.27%
JPMorgan Equity Income I
4.21%
1.57%
-5.76%
1.58%
10.95%
10.48%
11.70%
8.75%
9.41%
9.31%
As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022