| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.40% | 9.99% | 9.63% | 10.23% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.61% | 13.64% | 18.57% |
| Negative volatility | 8.69% | 10.12% | 11.92% |
| Sharpe | 0.46 | 0.10 | 0.17 |
| Sortino | 0.67 | 0.13 | 0.26 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement C $ | 19.11% | -11.96% | 4.31% | 3.68% | 6.54% | 4.40% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |