Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMJX (Invesco SteelPath MLP Alpha Plus Fund) | 25.45% | 28.65% | 31.70% | 25.05% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMJX (Invesco SteelPath MLP Alpha Plus Fund) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 28.65 | 31.70 | 25.05 | NA | NA | NA | … | … | 25.45 | 4.07 | 47.78 | 24.84 | 37.50 | 54.90 | -45.81 | -9.77 |
| Sharpe Ratio | NA | 1.59 | 1.48 | 0.93 | NA | NA | NA | … | … | 3.72 | 0.05 | 2.74 | 1.18 | 0.98 | 1.72 | -0.53 | -0.73 |
| Standard Deviation(%) | NA | 16.26 | 18.97 | 25.26 | NA | NA | NA | … | … | 17.63 | 23.85 | 16.11 | 18.19 | 37.16 | 31.82 | 86.60 | 23.53 |
| Draw Down(%) | NA | 8.86 | 19.58 | 27.15 | NA | NA | NA | … | … | 7.98 | 19.58 | 11.37 | 13.13 | 27.15 | 19.94 | 79.40 | 27.68 |
| Yield(%) | 0.00 | 5.61 | 8.23 | 8.84 | 4.33 | 2.89 | 2.16 | … | … | 2.62 | 5.59 | 6.82 | 7.31 | 8.63 | 12.73 | 9.93 | 6.97 |
Data as of 06/10/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMJX (Invesco SteelPath MLP Alpha Plus Fund) |
-4.88%
Jun 2019 – Jun 2022 |
10.48%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMJX (Invesco SteelPath MLP Alpha Plus Fund) |
60.85%
Mar 2020 – Mar 2023 |
51.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart