Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRMKF (Invesco Markets plc – Invesco Morningstar US Energy Infrastructure MLP UCITS ETF) | NA | 3.34% | 28.23% | -2.76% | NA | NA | NA | … | … |
Data as of 09/18/2023, Common starting date is 10/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRMKF (Invesco Markets plc – Invesco Morningstar US Energy Infrastructure MLP UCITS ETF) | 10/22/2015 | 09/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.77 | 3.34 | 28.23 | -2.76 | NA | NA | NA | … | … | 9.48 | 13.65 | 22.66 | -32.93 | -7.22 | -18.37 | -14.59 | 18.53 | -18.91 |
| Sharpe Ratio | NA | 0.33 | 0.47 | -0.06 | NA | NA | NA | … | … | 0.18 | 0.53 | 0.19 | -0.07 | -0.15 | -0.22 | -0.10 | 0.22 | NA |
| Standard Deviation(%) | NA | 19.32 | 44.55 | 115.01 | NA | NA | NA | … | … | 19.32 | 45.07 | 156.85 | 481.10 | 57.18 | 87.40 | 140.09 | 106.23 | 0.00 |
| Draw Down(%) | NA | 9.48 | 9.48 | 67.80 | NA | NA | NA | … | … | 9.48 | 0.00 | 0.76 | 56.38 | 18.00 | 24.08 | 23.53 | 5.23 | 18.91 |
| Yield(%) | 2.29 | 4.32 | 2.94 | 1.49 | 0.60 | 0.40 | 0.30 | … | … | 4.32 | 0.00 | 0.00 | 0.00 | 4.40 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/18/2023, Common starting date is 10/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRMKF (Invesco Markets plc – Invesco Morningstar US Energy Infrastructure MLP UCITS ETF) |
-15.56%
Apr 2020 – Apr 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRMKF (Invesco Markets plc – Invesco Morningstar US Energy Infrastructure MLP UCITS ETF) |
-4.99%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart