Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEFCX (INVESCO ENERGY FUND CLASS C) | 32.68% | 47.70% | 19.25% | 20.41% | 5.95% | 1.47% | 2.68% | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEFCX (INVESCO ENERGY FUND CLASS C) | 06/18/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.49 | 47.70 | 19.25 | 20.41 | 5.95 | 1.47 | 2.68 | … | … | 32.68 | 8.40 | 5.21 | -0.43 | 51.61 | 55.00 | -32.70 | 4.03 | -27.36 | -8.96 | 23.62 | -29.93 | -18.10 | 21.37 | -2.16 | -8.98 | 15.79 | 43.03 | -44.39 | 43.45 | 8.68 | 52.63 | 35.58 | 21.98 | -5.01 | -15.06 |
| Sharpe Ratio | NA | 2.12 | 0.73 | 0.73 | 0.14 | NA | NA | … | … | 3.50 | 0.25 | -0.08 | -0.22 | 1.43 | 1.82 | -0.56 | 0.12 | -1.16 | -0.51 | 0.67 | -0.98 | -0.84 | 1.35 | -0.11 | -0.25 | 0.57 | 1.10 | -0.71 | 0.96 | 0.21 | 1.98 | 1.75 | 1.20 | -0.22 | -1.05 |
| Standard Deviation(%) | NA | 18.95 | 20.07 | 25.41 | 30.04 | NA | NA | … | … | 22.43 | 22.81 | 16.75 | 21.70 | 35.38 | 30.18 | 58.75 | 21.87 | 24.78 | 18.83 | 34.89 | 30.67 | 21.60 | 15.79 | 20.90 | 35.36 | 27.78 | 38.95 | 64.04 | 42.40 | 26.28 | 25.54 | 19.81 | 17.72 | 27.39 | 27.30 |
| Draw Down(%) | NA | 10.33 | 19.03 | 26.97 | 74.02 | NA | NA | … | … | 10.33 | 18.57 | 12.55 | 16.64 | 26.97 | 18.13 | 61.43 | 26.34 | 38.52 | 26.34 | 20.64 | 37.53 | 37.25 | 8.79 | 25.12 | 34.99 | 24.01 | 23.97 | 64.38 | 23.65 | 19.35 | 15.82 | 8.60 | 14.30 | 31.41 | 28.73 |
| Yield(%) | 0.00 | 1.84 | 3.05 | 3.26 | 1.55 | 1.44 | 3.02 | … | … | 0.00 | 1.83 | 4.53 | 2.16 | 1.11 | 2.55 | 1.36 | 1.22 | 1.60 | 0.87 | 0.63 | 1.03 | 10.89 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.96 | 30.06 | 16.12 | 9.11 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFCX (INVESCO ENERGY FUND CLASS C) |
-28.02%
Mar 2017 – Mar 2020 |
-20.99%
Mar 2015 – Mar 2020 |
-11.30%
Oct 2010 – Oct 2020 |
-6.11%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEFCX (INVESCO ENERGY FUND CLASS C) |
48.33%
Oct 2020 – Oct 2023 |
34.67%
Jun 2003 – Jun 2008 |
13.85%
Jul 2001 – Jul 2011 |
7.35%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart