Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSTEX (INVESCO ENERGY FUND INVESTOR CLASS) | 33.09% | 48.79% | 20.13% | 21.29% | 6.74% | 2.23% | 3.46% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSTEX (INVESCO ENERGY FUND INVESTOR CLASS) | 10/30/1984 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.49 | 48.79 | 20.13 | 21.29 | 6.74 | 2.23 | 3.46 | … | … | 33.09 | 8.59 | 6.00 | 0.28 | 52.86 | 55.98 | -32.13 | 4.78 | -26.82 | -8.26 | 24.60 | -29.41 | -17.47 | 22.29 | -1.40 | -8.31 | 16.67 | 44.06 | -43.97 | 44.58 | 9.48 | 53.79 | 36.62 | 22.56 | -4.32 | -16.81 | 57.52 | 41.88 | -27.83 | 18.65 | 51.33 | 19.81 | -7.25 | 16.71 | -13.23 | -3.49 | -16.50 | 43.57 | 13.71 | 6.61 | 7.93 | 13.21 | 1.48 |
| Sharpe Ratio | NA | 2.18 | 0.78 | 0.77 | 0.16 | NA | NA | … | … | 3.55 | 0.25 | 0.14 | -0.16 | 1.46 | 1.86 | -0.55 | 0.15 | -1.15 | -0.47 | 0.70 | -0.96 | -0.81 | 1.41 | -0.07 | -0.24 | 0.60 | 1.13 | -0.70 | 1.03 | 0.23 | 2.02 | 1.80 | 1.24 | -0.20 | -0.69 | 1.66 | 1.45 | -1.08 | 0.65 | 3.23 | 1.71 | -0.84 | 1.17 | -1.33 | -0.57 | -1.37 | 3.35 | 0.65 | 0.08 | 0.23 | 0.76 | 0.31 |
| Standard Deviation(%) | NA | 18.95 | 20.06 | 25.40 | 30.00 | NA | NA | … | … | 22.45 | 22.88 | 16.74 | 21.68 | 35.38 | 30.12 | 58.74 | 21.90 | 24.60 | 18.87 | 34.71 | 30.67 | 21.59 | 15.81 | 20.86 | 35.34 | 27.78 | 38.95 | 64.05 | 40.48 | 26.29 | 25.54 | 19.82 | 17.67 | 27.42 | 28.38 | 32.20 | 26.59 | 28.87 | 22.83 | 14.61 | 9.28 | 12.33 | 12.38 | 11.73 | 12.93 | 16.01 | 11.24 | 13.46 | 31.06 | 15.68 | 10.23 | 9.55 |
| Draw Down(%) | NA | 10.30 | 18.58 | 26.88 | 73.41 | NA | NA | … | … | 10.30 | 18.57 | 12.31 | 16.42 | 26.88 | 18.07 | 61.40 | 26.11 | 38.27 | 25.99 | 20.62 | 37.22 | 36.99 | 8.68 | 24.95 | 34.75 | 23.91 | 23.91 | 64.24 | 22.38 | 19.12 | 15.78 | 8.58 | 14.23 | 31.31 | 37.07 | 22.44 | 19.87 | 38.65 | 24.46 | 7.27 | 8.43 | 14.03 | 18.08 | 18.93 | 13.77 | 25.29 | 7.95 | 11.54 | 40.03 | 13.57 | 6.61 | 4.01 |
| Yield(%) | 0.00 | 2.43 | 3.11 | 3.42 | 1.87 | 1.57 | 3.10 | … | … | 0.00 | 2.41 | 4.07 | 2.15 | 1.31 | 2.74 | 1.47 | 1.54 | 2.13 | 1.96 | 1.35 | 1.10 | 9.91 | 1.08 | 0.00 | 0.00 | 0.08 | 0.09 | 0.89 | 28.36 | 15.45 | 8.81 | 0.00 | 0.00 | 0.00 | 0.00 | 10.41 | 0.00 | 0.08 | 21.60 | 21.63 | 0.97 | 0.52 | 1.21 | 0.19 | 1.03 | 0.84 | 2.64 | 1.62 | 8.98 | 3.65 | 2.09 | 1.74 |
Data as of 06/04/2026, Common starting date is 10/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSTEX (INVESCO ENERGY FUND INVESTOR CLASS) |
-27.46%
Mar 2017 – Mar 2020 |
-20.38%
Mar 2015 – Mar 2020 |
-10.62%
Oct 2010 – Oct 2020 |
-5.40%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSTEX (INVESCO ENERGY FUND INVESTOR CLASS) |
49.41%
Oct 2020 – Oct 2023 |
35.65%
Jun 2003 – Jun 2008 |
22.94%
Aug 1998 – Aug 2008 |
18.14%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart