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Invesco Equity and Income R5 (ACEKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.50+0.01 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.19%
5-year average return8.51%
Number of years up9
Number of years down4
Best 1-yr total return (25 Jun 2024)25.35%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return25.35%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACEKXCategory
YTD5.39%11.35%
1-month1.83%0.99%
3-month2.45%5.92%
1-year17.53%32.83%
3-year3.86%11.75%
5-year9.44%11.53%
10-year7.31%8.98%
Last bull market18.62%17.67%
Last bear market-11.24%-15.71%

Annual total return (%) history

Year
ACEKXCategory
2024
N/AN/A
2023
10.33%N/A
2022
-7.43%N/A
2021
18.47%N/A
2020
10.25%13.51%
2019
20.45%21.35%
2018
-9.38%-7.93%
2017
11.23%15.80%
2016
15.21%7.93%
2015
-2.03%-2.77%
2014
9.42%5.71%
2013
25.35%21.31%
2012
13.24%13.42%
2011
-0.78%-3.80%
2010
N/A13.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.99%N/AN/AN/A
20230.37%3.22%-1.65%8.28%
2022-0.87%-11.24%-3.13%8.61%
20218.50%4.24%0.01%4.73%
2020-19.92%13.87%3.84%16.44%
20199.72%3.38%0.65%5.50%
2018-2.03%1.09%3.23%-11.36%
20172.43%1.84%3.19%3.34%
2016-0.95%2.94%5.87%6.73%
20150.20%1.25%-6.55%3.34%
20142.47%3.81%0.74%2.10%
20139.62%3.03%4.11%6.60%
20128.13%-1.16%5.25%0.67%
20114.78%-0.34%-12.69%8.82%
20108.57%8.66%N/AN/A

Rank in category (by total return)

YTD74
1-month96
3-month69
1-year60
3-year26
5-year28

Load adjusted returns

1-year17.53%
3-year3.86%
5-year9.44%
10-year7.31%