| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.27% | 9.42% | 8.18% | 7.81% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.54% | 13.60% | 18.58% |
| Negative volatility | 8.74% | 10.17% | 12.02% |
| Sharpe | 0.43 | 0.06 | 0.14 |
| Sortino | 0.62 | 0.08 | 0.22 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement A Dis $ | 18.54% | -12.48% | 3.92% | 3.14% | 6.19% | 4.27% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |