| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -7.15% | -8.28% | 38.12% | -17.72% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 30.41% | 21.93% | 22.20% |
| Negative volatility | 22.39% | 14.44% | 15.69% |
| Sharpe | 0.08 | 0.60 | Neg |
| Sortino | 0.10 | 0.91 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Global Consumer Trends A $ | -0.35% | -41.56% | 21.38% | 33.17% | 7.29% | -7.15% | |
| Equity Sector - Non-Essential Consumers Goods (including Luxury Goods) | 17.48% | -27.06% | 25.16% | 28.75% | -3.18% | -3.18% | |