| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.16% | 20.00% | 10.65% | -8.78% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.79% | 15.34% | 20.69% |
| Negative volatility | 5.23% | 11.08% | 14.26% |
| Sharpe | 1.67 | 0.11 | 0.01 |
| Sortino | 3.12 | 0.15 | 0.01 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement A EUR Hdg | 7.97% | -21.03% | 4.25% | -4.89% | 16.86% | 4.16% | |
| Equity World (Emerging & Developed Markets) - EUR Hedged | 22.45% | -17.40% | 21.11% | 19.33% | 16.87% | 1.95% | |