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Invesco Equity and Income A (ACEIX)

Nasdaq - Nasdaq Verzögerter Preis. Währung in USD
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10,52+0,05 (+0,48%)
Börsenschluss: 08:06AM EDT

Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr4,82%
5-Jahres-Durchschnittsrendite7,96%
Anzahl der Jahre aufwärts49
Anzahl der Jahre abwärts14
Beste 1-Jahresrendite (5. Mai 2024)24,96%
Schlechteste 1-Jahresrendite (5. Mai 2024)N/A
Beste 3-Jahresrendite24,96%
Schlechteste 3-Jahresrendite4,78%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragACEIXKategorie
YTD3,43%11,35%
1 Monat-3,26%0,99%
3 Monate3,32%5,92%
1 Jahr11,94%32,83%
3 Jahre3,48%11,75%
5 Jahre7,59%11,53%
10 Jahre6,94%8,98%
Letzte Hausse18,44%17,67%
Letzte Baisse-11,31%-15,71%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
ACEIXKategorie
2024
N/AN/A
2023
9,99%N/A
2022
-7,72%N/A
2021
18,02%N/A
2020
9,97%13,51%
2019
20,07%21,35%
2018
-9,65%-7,93%
2017
10,88%15,80%
2016
14,83%7,93%
2015
-2,35%-2,77%
2014
9,07%5,71%
2013
24,96%21,31%
2012
12,88%13,42%
2011
-1,23%-3,80%
2010
12,39%13,49%
2009
23,51%29,37%
2008
-24,78%-34,34%
2007
3,26%7,43%
2006
12,53%13,07%
2005
7,81%7,35%
2004
11,77%10,93%
2003
22,16%25,10%
2002
-8,32%-14,51%
2001
-2,23%-9,67%
2000
20,19%-1,68%
1999
9,95%20,12%
1998
16,99%10,44%
1997
24,13%18,36%
1996
15,55%18,35%
1995
32,60%27,42%
1994
-1,98%-4,27%
1993
16,00%13,30%
1992
10,72%8,33%
1991
26,67%33,09%
1990
-4,68%-0,13%
1989
21,74%23,67%
1988
12,58%11,63%
1987
1,90%4,99%
1986
12,21%20,10%
1985
17,94%25,38%
1984
4,81%9,19%
1983
25,23%19,39%
1982
47,79%25,78%
1981
7,95%5,81%
1980
12,13%16,68%
1979
9,48%14,37%
1978
1,14%3,71%
1977
3,55%3,79%
1976
27,42%31,42%
1975
28,20%29,28%
1974
-10,08%-11,95%
1973
-15,32%-14,62%
1972
1,32%5,42%
1971
27,52%17,26%
1970
4,23%3,86%
1969
-21,46%-12,15%
1968
36,96%14,13%
1967
43,52%17,23%
1966
-8,29%-5,52%
1965
26,29%12,09%
1964
14,28%13,81%
1963
14,18%15,71%
1962
-7,93%-2,19%
1961
17,13%17,02%
1960
N/A-1,48%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
20246,91%N/AN/AN/A
20230,29%3,14%-1,72%8,19%
2022-0,94%-11,31%-3,20%8,52%
20218,33%4,17%-0,06%4,65%
2020-20,00%13,78%3,75%16,45%
20199,63%3,30%0,57%5,42%
2018-2,11%1,02%3,15%-11,42%
20172,35%1,75%3,11%3,25%
2016-1,03%2,86%5,78%6,65%
20150,01%1,27%-6,62%3,26%
20142,39%3,63%0,75%2,02%
20139,42%3,05%4,04%6,52%
20128,04%-1,24%5,17%0,59%
20114,54%-0,34%-12,89%8,83%
20105,79%-9,82%8,50%8,59%
2009-7,36%10,82%16,89%2,93%
2008-7,06%-2,54%-4,66%-12,90%
20070,58%5,12%-0,25%-2,08%
20062,26%0,01%5,00%4,80%
2005-0,40%2,32%4,61%1,13%
20042,05%0,65%0,77%7,98%
2003-2,70%12,83%1,69%9,42%
20023,20%-5,52%-11,22%5,91%
2001-5,76%4,94%-6,15%5,34%
20006,47%1,07%9,15%2,33%
1999-2,37%9,11%-5,21%8,89%
199810,81%1,97%-7,91%12,43%
19971,54%12,91%7,37%0,84%
19963,49%1,79%2,23%7,31%
19958,43%8,15%6,58%6,09%
1994-3,49%-0,36%3,86%-1,86%
19936,52%1,16%5,21%2,32%
1992-0,62%2,31%3,74%4,97%
199110,26%0,21%6,95%7,20%
1990-1,69%4,70%-12,21%5,48%
19894,97%6,29%9,82%-0,64%
19883,88%6,88%-1,28%2,71%
198716,57%3,22%4,32%-18,81%
198611,29%-1,86%-2,33%5,19%
19851,29%4,58%-1,94%13,54%
1984-1,11%-1,41%5,28%2,12%
198310,41%8,62%1,49%2,88%
19821,25%1,90%14,78%24,79%
19818,81%3,66%-10,74%7,22%
1980-9,88%20,40%-0,03%3,37%
19795,85%2,95%3,16%-2,62%
19780,79%1,03%5,83%-6,14%
19770,24%5,41%-1,49%-0,52%
197613,05%1,92%4,08%6,25%
197515,07%9,92%-4,72%6,37%
19744,73%-11,24%-9,35%6,72%
1973-7,02%-10,44%12,16%-9,35%
19726,34%-3,78%-3,95%3,09%
197118,87%-1,03%2,86%5,39%
19703,18%-18,81%17,99%5,44%
1969-6,25%-7,53%-5,60%-4,04%
1968-0,47%18,59%6,81%8,64%
196715,62%8,32%10,45%3,75%
19664,23%-3,08%-10,83%1,81%
19659,06%-3,21%10,21%8,56%
19647,03%2,79%4,11%-0,22%
19637,32%5,41%-0,49%1,43%
19620,21%-13,71%0,74%5,70%
196114,25%0,45%-0,22%2,29%
19602,66%N/AN/AN/A

Rang in Kategorie (nach Gesamtertrag)

YTD26
1 Monat19
3 Monate18
1 Jahr60
3 Jahre22
5 Jahre30

Berichtigte Erträge

1 Jahr5,79%
3 Jahre1,55%
5 Jahre6,38%
10 Jahre6,34%