ACEIX vs. FANAX

In the year-to-date period, ACEIX achieves a 2.97% return, which is significantly lower than FANAX's 4.24% return. Over the past 10 years, ACEIX has outperformed FANAX with an annualized return of 7.12%, while FANAX has yielded a comparatively lower 4.39% annualized return.

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ACEIX has a 0.78% expense ratio, which is lower than FANAX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Fidelity Advisor Energy Fund Class A (FANAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ACEIX Sharpe Ratio is 0.78, which is higher than the FANAX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of ACEIX and FANAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACEIX's dividend yield for the trailing twelve months is around 8.10%, more than FANAX's 0.91% yield.

The maximum ACEIX drawdown since its inception was -36.61%, smaller than the maximum FANAX drawdown of -76.14%. Use the drawdown chart below to compare losses from any high point for ACEIX and FANAX.

The current volatility for Invesco Equity and Income Fund (ACEIX) is 2.71%, while Fidelity Advisor Energy Fund Class A (FANAX) has a volatility of 5.38%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than FANAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.