Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSDQX (Invesco Rising Dividends Fund Class R5) | 3.57% | 16.92% | 16.40% | 11.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSDQX (Invesco Rising Dividends Fund Class R5) | 05/28/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.24 | 16.92 | 16.40 | 11.55 | NA | NA | NA | … | … | 3.57 | 17.83 | 19.81 | 18.14 | -12.41 | 26.99 | 13.76 | 15.92 |
| Sharpe Ratio | NA | 1.53 | 1.07 | 0.61 | NA | NA | NA | … | … | 0.71 | 0.92 | 1.48 | 1.24 | -0.63 | 2.20 | 0.37 | 2.03 |
| Standard Deviation(%) | NA | 10.97 | 13.09 | 15.23 | NA | NA | NA | … | … | 12.75 | 16.35 | 10.97 | 11.82 | 22.13 | 12.27 | 36.26 | 13.16 |
| Draw Down(%) | NA | 9.78 | 15.99 | 21.82 | NA | NA | NA | … | … | 9.78 | 15.99 | 6.99 | 10.47 | 21.66 | 5.65 | 36.66 | 5.75 |
| Yield(%) | 0.00 | 8.50 | 10.43 | 9.37 | 7.22 | 4.81 | 3.61 | … | … | 0.00 | 9.14 | 13.93 | 8.73 | 5.30 | 14.73 | 3.11 | 4.67 |
Data as of 06/10/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDQX (Invesco Rising Dividends Fund Class R5) |
7.01%
Sep 2019 – Sep 2022 |
11.17%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDQX (Invesco Rising Dividends Fund Class R5) |
21.99%
Sep 2022 – Sep 2025 |
17.23%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart