| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -7.26% | -9.08% | 34.53% | -21.25% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 30.38% | 21.92% | 22.19% |
| Negative volatility | 22.51% | 14.55% | 15.82% |
| Sharpe | 0.05 | 0.56 | Neg |
| Sortino | 0.06 | 0.84 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Global Consumer Trends B $ | -1.21% | -42.07% | 20.33% | 32.00% | 6.34% | -7.26% | |
| Equity Sector - Non-Essential Consumers Goods (including Luxury Goods) | 17.48% | -27.06% | 25.16% | 28.75% | -3.18% | -3.18% | |