| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.33% | 9.10% | 6.51% | 5.61% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.58% | 13.60% | 18.56% |
| Negative volatility | 8.86% | 10.25% | 12.06% |
| Sharpe | 0.39 | 0.03 | 0.12 |
| Sortino | 0.55 | 0.03 | 0.19 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement B Cap $ | 18.36% | -12.96% | 3.61% | 2.65% | 5.54% | 4.33% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |