Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMWX (Invesco SteelPath MLP Select 40 Fund Class R) | 21.12% | 25.24% | 25.41% | 19.92% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMWX (Invesco SteelPath MLP Select 40 Fund Class R) | 05/28/2019 | 06/09/2026 |
| 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 (%) | -1.14 | 25.24 | 25.41 | 19.92 | NA | NA | NA | … | … | 21.12 | 8.05 | 30.56 | 22.06 | 21.69 | 39.25 | -25.60 | -4.51 |
| Sharpe Ratio | NA | 1.82 | 1.56 | 1.00 | NA | NA | NA | … | … | 4.06 | 0.29 | 2.16 | 1.51 | 0.82 | 1.79 | -0.40 | -0.70 |
| Standard Deviation(%) | NA | 12.60 | 14.55 | 17.87 | NA | NA | NA | … | … | 13.60 | 18.17 | 12.47 | 12.28 | 24.78 | 21.93 | 64.43 | 12.52 |
| Draw Down(%) | NA | 6.65 | 14.50 | 18.81 | NA | NA | NA | … | … | 6.65 | 14.50 | 7.84 | 8.21 | 18.81 | 15.31 | 69.00 | 14.83 |
| Yield(%) | 0.00 | 5.92 | 8.08 | 8.38 | 4.95 | 3.30 | 2.48 | … | … | 2.70 | 6.29 | 7.17 | 7.67 | 8.25 | 10.86 | 8.67 | 5.48 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| SPMWX (Invesco SteelPath MLP Select 40 Fund Class R) |
1.24%
Jun 2019 – Jun 2022 |
11.34%
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 |
|---|---|---|---|---|
| SPMWX (Invesco SteelPath MLP Select 40 Fund Class R) |
46.91%
Mar 2020 – Mar 2023 |
39.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart