| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.41% | 9.59% | 8.29% | 7.86% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.61% | 13.61% | 18.53% |
| Negative volatility | 8.78% | 10.17% | 11.99% |
| Sharpe | 0.43 | 0.06 | 0.14 |
| Sortino | 0.61 | 0.08 | 0.22 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement A $ | 18.56% | -12.43% | 3.80% | 3.24% | 6.12% | 4.41% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |