Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IENSX (Invesco Energy Fund Class R6) | 31.10% | 42.07% | 19.52% | 21.49% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IENSX (Invesco Energy Fund Class R6) | 04/04/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 42.07 | 19.52 | 21.49 | NA | NA | NA | … | … | 31.10 | 12.77 | 6.44 | 0.71 | 53.49 | 56.73 | -31.67 | 6.29 | -26.47 | 0.95 |
| Sharpe Ratio | NA | 2.24 | 0.81 | 0.74 | NA | NA | NA | … | … | 3.61 | 0.44 | 0.17 | -0.14 | 1.48 | 1.88 | -0.54 | 0.22 | -1.13 | 0.03 |
| Standard Deviation(%) | NA | 19.15 | 20.05 | 25.34 | NA | NA | NA | … | … | 22.59 | 22.52 | 16.72 | 21.68 | 35.35 | 30.19 | 58.86 | 21.90 | 24.75 | 18.87 |
| Draw Down(%) | NA | 10.28 | 18.57 | 26.84 | NA | NA | NA | … | … | 10.28 | 18.57 | 12.14 | 16.30 | 26.84 | 17.98 | 61.35 | 25.79 | 38.07 | 18.57 |
| Yield(%) | 0.00 | 2.69 | 3.35 | 3.81 | 2.19 | 1.46 | 1.09 | … | … | 0.00 | 2.77 | 4.09 | 2.53 | 1.64 | 3.09 | 1.68 | 2.89 | 2.52 | 2.99 |
Data as of 06/10/2026, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENSX (Invesco Energy Fund Class R6) |
-25.57%
Oct 2017 – Oct 2020 |
1.41%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENSX (Invesco Energy Fund Class R6) |
50.08%
Oct 2020 – Oct 2023 |
31.57%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart