Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IENYX (INVESCO ENERGY FUND CLASS Y) | 29.25% | 37.81% | 18.79% | 20.95% | 6.93% | 2.45% | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IENYX (INVESCO ENERGY FUND CLASS Y) | 10/10/2008 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | 37.81 | 18.79 | 20.95 | 6.93 | 2.45 | NA | … | … | 29.25 | 9.87 | 6.24 | 0.55 | 53.21 | 56.36 | -31.97 | 5.07 | -26.67 | -8.07 | 24.94 | -29.24 | -17.25 | 22.61 | -1.18 | -8.08 | 16.95 | 44.42 | 9.93 |
| Sharpe Ratio | NA | 2.23 | 0.80 | 0.73 | 0.18 | NA | NA | … | … | 3.60 | 0.26 | -0.02 | -0.17 | 1.47 | 1.87 | -0.55 | 0.17 | -1.13 | -0.46 | 0.71 | -0.95 | -0.80 | 1.43 | -0.06 | -0.23 | 0.61 | 1.14 | 0.50 |
| Standard Deviation(%) | NA | 19.15 | 20.07 | 25.35 | 30.07 | NA | NA | … | … | 22.60 | 22.97 | 16.74 | 21.72 | 35.35 | 30.15 | 58.81 | 21.90 | 24.80 | 18.85 | 34.86 | 30.68 | 21.59 | 15.77 | 20.85 | 35.36 | 27.77 | 38.97 | 105.68 |
| Draw Down(%) | NA | 10.30 | 18.58 | 26.88 | 73.18 | NA | NA | … | … | 10.30 | 18.58 | 12.19 | 16.37 | 26.88 | 17.97 | 61.35 | 26.02 | 38.18 | 25.87 | 20.61 | 37.12 | 36.94 | 8.66 | 24.87 | 34.68 | 23.88 | 23.85 | 30.75 |
| Yield(%) | 0.00 | 2.57 | 3.29 | 3.71 | 2.12 | 1.76 | 2.56 | … | … | 0.00 | 2.69 | 4.14 | 2.41 | 1.53 | 2.96 | 1.57 | 1.72 | 2.39 | 2.40 | 1.63 | 1.16 | 10.14 | 1.56 | 0.00 | 0.00 | 0.32 | 0.26 | 1.77 |
Data as of 06/11/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENYX (INVESCO ENERGY FUND CLASS Y) |
-27.29%
Mar 2017 – Mar 2020 |
-20.19%
Mar 2015 – Mar 2020 |
-10.41%
Oct 2010 – Oct 2020 |
0.70%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENYX (INVESCO ENERGY FUND CLASS Y) |
49.78%
Oct 2020 – Oct 2023 |
31.33%
Oct 2020 – Oct 2025 |
9.06%
Feb 2016 – Feb 2026 |
4.10%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart