Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCIUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R5) | 5.52% | 18.73% | 16.49% | 7.55% | 7.00% | 7.87% | 6.18% | … | … |
Data as of 06/09/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCIUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R5) | 04/18/2006 | 06/09/2026 |
| 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 (%) | -2.11 | 18.73 | 16.49 | 7.55 | 7.00 | 7.87 | 6.18 | … | … | 5.52 | 16.92 | 18.13 | 17.60 | -13.09 | 11.06 | -2.82 | 12.81 | -8.94 | 16.39 | 10.01 | -8.49 | 10.68 | 27.90 | 17.27 | 1.01 | 8.98 | 21.55 | -36.59 | 5.99 | 9.38 |
| Sharpe Ratio | NA | 1.80 | 1.15 | 0.36 | 0.34 | NA | NA | … | … | 0.98 | 0.91 | 1.62 | 1.50 | -0.79 | 0.72 | -0.10 | 1.01 | -0.69 | 2.26 | 0.79 | -0.60 | 1.05 | 2.45 | 1.29 | 0.04 | 0.46 | 0.81 | -0.91 | 0.16 | 0.88 |
| Standard Deviation(%) | NA | 9.51 | 11.67 | 13.93 | 15.78 | NA | NA | … | … | 11.03 | 15.44 | 8.98 | 9.38 | 18.41 | 15.40 | 31.33 | 11.23 | 15.08 | 7.00 | 12.42 | 14.10 | 10.18 | 11.38 | 13.49 | 24.81 | 19.41 | 26.49 | 41.20 | 17.40 | 11.35 |
| Draw Down(%) | NA | 7.05 | 15.46 | 26.35 | 37.37 | NA | NA | … | … | 7.05 | 15.46 | 6.31 | 6.55 | 19.78 | 11.41 | 35.01 | 7.61 | 20.91 | 3.36 | 8.21 | 15.67 | 8.33 | 5.38 | 10.22 | 20.63 | 17.44 | 27.41 | 48.82 | 11.15 | 8.83 |
| Yield(%) | 0.00 | 7.09 | 7.76 | 5.74 | 4.80 | 5.98 | 4.60 | … | … | 2.94 | 6.68 | 7.39 | 7.56 | 5.65 | 2.91 | 1.91 | 2.03 | 3.17 | 3.00 | 3.34 | 3.53 | 11.25 | 3.73 | 1.92 | 0.59 | 1.47 | 2.26 | 12.24 | 0.95 | 1.92 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| SCIUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R5) |
-11.22%
Jun 2007 – Jun 2010 |
-3.10%
Sep 2006 – Sep 2011 |
3.37%
Oct 2013 – Oct 2023 |
2.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCIUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R5) |
21.99%
Feb 2009 – Feb 2012 |
20.05%
Feb 2009 – Feb 2014 |
12.39%
Feb 2009 – Feb 2019 |
9.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart