| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -7.09% | -7.79% | 40.24% | -15.61% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 30.42% | 21.95% | 22.21% |
| Negative volatility | 22.32% | 14.38% | 15.61% |
| Sharpe | 0.09 | 0.62 | 0.01 |
| Sortino | 0.13 | 0.95 | 0.02 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Global Consumer Trends C $ | 0.15% | -41.26% | 21.99% | 33.85% | 7.83% | -7.09% | |
| Equity Sector - Non-Essential Consumers Goods (including Luxury Goods) | 17.48% | -27.06% | 25.16% | 28.75% | -3.18% | -3.18% | |