Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IENBX (INVESCO ENERGY FUND CLASS B) | NA | -2.92% | -4.88% | -4.91% | -2.69% | 7.08% | NA | 5.32% |
Data as of 01/26/2018, AR inception is 04/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IENBX (INVESCO ENERGY FUND CLASS B) | 04/29/2002 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | -2.92 | -4.88 | -4.91 | -2.69 | 7.08 | NA | 5.32 | 6.48 | -8.94 | 23.64 | -29.90 | -17.85 | 21.39 | -2.16 | -8.98 | 15.77 | 43.02 | -44.38 | 37.65 | 8.84 | 52.84 | 35.58 | 22.01 | -16.42 |
| Sharpe Ratio | NA | -0.19 | -0.18 | -0.20 | -0.08 | NA | NA | 0.13 | 7.97 | -0.51 | 0.67 | -0.98 | -0.83 | 1.35 | -0.11 | -0.25 | 0.56 | 1.10 | -0.71 | 0.88 | 0.21 | 1.99 | 1.75 | 1.20 | -0.82 |
| Standard Deviation(%) | NA | 19.07 | 28.58 | 25.44 | 33.55 | NA | NA | 31.42 | 17.53 | 18.86 | 34.87 | 30.68 | 21.58 | 15.81 | 20.87 | 35.36 | 27.76 | 38.96 | 64.05 | 39.76 | 26.27 | 25.51 | 19.75 | 17.69 | 29.49 |
| Draw Down(%) | NA | 24.40 | 48.36 | 61.27 | 64.38 | NA | NA | 64.38 | 2.51 | 26.34 | 20.64 | 37.49 | 37.07 | 8.79 | 25.12 | 35.00 | 23.99 | 23.98 | 64.38 | 23.27 | 19.35 | 15.81 | 8.59 | 14.29 | 31.38 |
| Yield(%) | 0.00 | 0.86 | 0.74 | 2.80 | 1.45 | 10.73 | 6.28 | 8.37 | 0.00 | 0.85 | 0.61 | 1.00 | 10.63 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.94 | 29.48 | 15.86 | 8.97 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, AR inception is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENBX (INVESCO ENERGY FUND CLASS B) |
-21.87%
Aug 2014 - Aug 2017 |
-13.20%
Feb 2011 - Feb 2016 |
-5.03%
Oct 2007 - Oct 2017 |
4.32%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENBX (INVESCO ENERGY FUND CLASS B) |
43.46%
Jan 2003 - Jan 2006 |
33.64%
Jun 2003 - Jun 2008 |
13.30%
Oct 2003 - Oct 2013 |
6.29%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart