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Invesco Diversified Dividend A (LCEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.49+0.00 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return8.02%
Number of years up17
Number of years down5
Best 1-yr total return (26 Jun 2024)29.00%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return29.00%
Worst 3-yr total return4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCEAXCategory
YTD7.14%4.44%
1-month2.84%-4.04%
3-month3.10%4.09%
1-year19.69%14.37%
3-year5.74%6.04%
5-year9.37%9.20%
10-year7.67%8.57%
Last bull market21.70%22.97%
Last bear market-10.32%-11.27%

Annual total return (%) history

Year
LCEAXCategory
2024
N/AN/A
2023
8.76%11.63%
2022
-1.62%-5.90%
2021
18.93%26.22%
2020
0.12%2.91%
2019
25.02%25.04%
2018
-7.77%-8.53%
2017
8.20%15.94%
2016
14.33%14.81%
2015
1.79%-4.05%
2014
11.93%10.21%
2013
29.00%31.21%
2012
17.17%14.57%
2011
-0.20%-0.75%
2010
15.12%13.66%
2009
23.66%24.13%
2008
-26.95%-37.09%
2007
0.36%1.42%
2006
16.41%18.15%
2005
5.23%5.95%
2004
13.84%12.97%
2003
26.89%28.44%
2002
-12.90%-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.88%N/AN/AN/A
2023-0.17%3.43%-3.99%9.72%
20222.71%-10.32%-4.56%11.91%
20218.56%4.07%-1.09%6.43%
2020-24.29%12.27%3.72%13.58%
201911.53%3.29%3.25%5.11%
2018-3.71%1.52%3.73%-9.05%
20172.38%0.77%1.90%2.93%
20165.21%3.40%0.12%4.97%
20152.06%-0.13%-2.62%2.55%
20143.67%3.84%-1.46%5.51%
201312.76%1.87%3.26%8.74%
201210.08%-1.30%5.61%2.11%
20114.91%1.03%-14.72%10.41%
20107.18%-9.94%9.39%9.02%
2009-14.11%17.60%16.72%4.88%
2008-5.85%-3.97%0.83%-19.87%
20070.25%5.48%-0.56%-4.56%
20064.11%-0.61%5.59%6.55%
2005-0.50%1.16%1.32%3.18%
20042.33%3.00%0.05%7.95%
2003-4.59%14.18%2.94%13.15%
20024.30%-7.86%-14.15%5.58%

Rank in category (by total return)

YTD60
1-month61
3-month67
1-year72
3-year62
5-year85

Load adjusted returns

1-year13.10%
3-year3.77%
5-year8.14%
10-year7.06%