| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.26% | 8.90% | 6.23% | 4.86% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.39% | 13.81% | 18.77% |
| Negative volatility | 8.69% | 10.43% | 12.25% |
| Sharpe | 0.39 | 0.02 | 0.12 |
| Sortino | 0.55 | 0.03 | 0.18 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Energy Transition Enablement R Cap $ | 18.05% | -13.09% | 3.79% | 2.22% | 5.60% | 4.26% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |