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Invesco Diversified Dividend C (LCEVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.28-0.03 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.85%
5-year average return7.07%
Number of years up15
Number of years down7
Best 1-yr total return (20 Jun 2024)28.04%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return28.04%
Worst 3-yr total return3.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCEVXCategory
YTD6.83%4.44%
1-month2.73%-4.04%
3-month2.85%4.09%
1-year18.73%14.37%
3-year4.95%6.04%
5-year8.55%9.20%
10-year6.87%8.57%
Last bull market21.30%22.97%
Last bear market-10.52%-11.27%

Annual total return (%) history

Year
LCEVXCategory
2024
N/AN/A
2023
7.93%11.63%
2022
-2.39%-5.90%
2021
18.00%26.22%
2020
-0.61%2.91%
2019
24.17%25.04%
2018
-8.49%-8.53%
2017
7.37%15.94%
2016
13.52%14.81%
2015
1.02%-4.05%
2014
11.09%10.21%
2013
28.04%31.21%
2012
16.31%14.57%
2011
-0.98%-0.75%
2010
14.23%13.66%
2009
22.75%24.13%
2008
-27.46%-37.09%
2007
-0.31%1.42%
2006
15.64%18.15%
2005
4.59%5.95%
2004
13.13%12.97%
2003
26.01%28.44%
2002
-13.50%-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.70%N/AN/AN/A
2023-0.38%3.30%-4.20%9.48%
20222.51%-10.52%-4.72%11.68%
20218.32%3.87%-1.26%6.22%
2020-24.46%12.01%3.56%13.42%
201911.35%3.08%3.10%4.92%
2018-3.89%1.34%3.52%-9.24%
20172.16%0.59%1.67%2.76%
20165.03%3.25%-0.07%4.77%
20151.89%-0.33%-2.78%2.32%
20143.52%3.57%-1.61%5.31%
201312.54%1.70%3.10%8.50%
20129.90%-1.50%5.48%1.86%
20114.67%0.92%-14.95%10.22%
20106.96%-10.13%9.19%8.82%
2009-14.29%17.30%16.58%4.74%
2008-6.00%-4.10%0.55%-19.97%
20070.09%5.28%-0.73%-4.70%
20063.90%-0.78%5.47%6.36%
2005-0.67%0.92%1.25%3.04%
20042.18%2.86%-0.20%7.85%
2003-4.74%14.00%2.70%12.98%
20024.10%-7.97%-14.30%5.36%

Rank in category (by total return)

YTD65
1-month66
3-month73
1-year78
3-year77
5-year90

Load adjusted returns

1-year17.73%
3-year4.95%
5-year8.55%
10-year6.87%