Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCAUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS A) | 4.90% | 18.86% | 16.11% | 7.11% | 6.63% | 7.47% | 5.73% | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCAUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS A) | 04/18/2006 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 18.86 | 16.11 | 7.11 | 6.63 | 7.47 | 5.73 | … | … | 4.90 | 16.52 | 17.88 | 17.31 | -13.42 | 10.57 | -3.23 | 12.27 | -9.28 | 15.84 | 9.55 | -8.95 | 10.32 | 27.37 | 16.98 | 0.74 | 8.70 | 21.35 | -36.91 | 5.74 | 9.23 |
| Sharpe Ratio | NA | 1.71 | 1.10 | 0.33 | 0.32 | NA | NA | … | … | 0.85 | 0.89 | 1.58 | 1.47 | -0.81 | 0.69 | -0.11 | 0.96 | -0.71 | 2.20 | 0.75 | -0.64 | 1.02 | 2.39 | 1.26 | 0.03 | 0.44 | 0.80 | -0.92 | 0.15 | 0.87 |
| Standard Deviation(%) | NA | 9.46 | 11.68 | 13.94 | 15.78 | NA | NA | … | … | 10.97 | 15.45 | 9.05 | 9.38 | 18.41 | 15.34 | 31.32 | 11.25 | 15.16 | 6.94 | 12.44 | 14.06 | 10.11 | 11.43 | 13.50 | 24.90 | 19.53 | 26.49 | 41.16 | 17.44 | 11.23 |
| Draw Down(%) | NA | 7.05 | 15.51 | 26.53 | 37.78 | NA | NA | … | … | 7.05 | 15.51 | 6.37 | 6.58 | 19.91 | 11.42 | 35.05 | 7.65 | 21.05 | 3.47 | 8.15 | 15.88 | 8.39 | 5.32 | 10.37 | 20.71 | 17.51 | 27.62 | 49.00 | 11.25 | 8.83 |
| Yield(%) | 0.00 | 6.24 | 7.19 | 5.33 | 4.36 | 5.44 | 4.17 | … | … | 2.25 | 6.38 | 7.01 | 7.24 | 5.42 | 2.47 | 1.50 | 1.55 | 2.77 | 2.52 | 2.87 | 3.14 | 10.87 | 3.51 | 1.45 | 0.46 | 1.18 | 2.00 | 12.11 | 0.70 | 1.76 |
Data as of 06/05/2026, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS A) |
-11.50%
Jun 2007 – Jun 2010 |
-3.37%
Sep 2006 – Sep 2011 |
2.94%
Oct 2013 – Oct 2023 |
2.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS A) |
21.71%
Feb 2009 – Feb 2012 |
19.72%
Feb 2009 – Feb 2014 |
12.01%
Feb 2009 – Feb 2019 |
8.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart