Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCRUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R) | 5.39% | 18.22% | 15.94% | 6.98% | 6.35% | 7.21% | 5.56% | … | … |
Data as of 06/09/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCRUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R) | 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 (%) | -2.05 | 18.22 | 15.94 | 6.98 | 6.35 | 7.21 | 5.56 | … | … | 5.39 | 16.28 | 17.55 | 16.92 | -13.57 | 10.24 | -3.52 | 12.04 | -9.55 | 15.63 | 9.22 | -9.14 | 10.08 | 27.07 | 16.62 | 0.53 | 8.52 | 20.93 | -36.99 | 5.53 | 8.96 |
| Sharpe Ratio | NA | 1.75 | 1.10 | 0.32 | 0.30 | NA | NA | … | … | 0.96 | 0.87 | 1.54 | 1.44 | -0.82 | 0.66 | -0.12 | 0.94 | -0.72 | 2.14 | 0.72 | -0.65 | 0.99 | 2.35 | 1.23 | 0.02 | 0.43 | 0.79 | -0.92 | 0.14 | 0.83 |
| Standard Deviation(%) | NA | 9.50 | 11.67 | 13.94 | 15.80 | NA | NA | … | … | 11.03 | 15.44 | 9.03 | 9.30 | 18.40 | 15.49 | 31.32 | 11.27 | 15.17 | 7.03 | 12.45 | 14.14 | 10.12 | 11.51 | 13.56 | 24.84 | 19.48 | 26.51 | 41.06 | 17.41 | 11.38 |
| Draw Down(%) | NA | 7.05 | 15.54 | 26.73 | 38.07 | NA | NA | … | … | 7.05 | 15.54 | 6.42 | 6.67 | 20.01 | 11.56 | 35.08 | 7.69 | 21.16 | 3.40 | 8.18 | 16.06 | 8.40 | 5.43 | 10.32 | 20.78 | 17.55 | 27.67 | 49.04 | 11.27 | 8.93 |
| Yield(%) | 0.00 | 6.54 | 7.13 | 5.22 | 4.12 | 5.15 | 4.00 | … | … | 2.72 | 6.11 | 6.75 | 6.97 | 5.19 | 2.19 | 1.26 | 1.28 | 2.53 | 2.26 | 2.62 | 2.91 | 10.63 | 3.36 | 1.03 | 0.39 | 0.98 | 1.74 | 12.08 | 0.49 | 1.59 |
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 |
|---|---|---|---|---|
| SCRUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R) |
-11.68%
Jun 2007 – Jun 2010 |
-3.59%
Sep 2006 – Sep 2011 |
2.69%
Oct 2013 – Oct 2023 |
1.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCRUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS R) |
21.39%
Feb 2009 – Feb 2012 |
19.43%
Feb 2009 – Feb 2014 |
11.73%
Feb 2009 – Feb 2019 |
8.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart