Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMHX (Invesco SteelPath MLP Alpha Fund) | 18.48% | 21.81% | 26.53% | 21.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMHX (Invesco SteelPath MLP Alpha Fund) | 05/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 21.81 | 26.53 | 21.50 | NA | NA | NA | … | … | 18.48 | 4.71 | 41.10 | 20.74 | 29.26 | 39.81 | -30.31 | -6.90 |
| Sharpe Ratio | NA | 1.57 | 1.51 | 1.02 | NA | NA | NA | … | … | 3.27 | 0.10 | 2.61 | 1.14 | 0.99 | 1.67 | -0.50 | -0.72 |
| Standard Deviation(%) | NA | 11.35 | 15.28 | 19.58 | NA | NA | NA | … | … | 12.50 | 17.88 | 14.39 | 15.11 | 28.12 | 23.76 | 61.53 | 17.52 |
| Draw Down(%) | NA | 6.05 | 15.23 | 21.16 | NA | NA | NA | … | … | 5.72 | 15.23 | 8.60 | 10.17 | 21.16 | 15.25 | 66.78 | 20.88 |
| Yield(%) | 0.00 | 5.81 | 7.71 | 8.08 | 4.53 | 3.02 | 2.27 | … | … | 2.47 | 5.47 | 6.50 | 6.73 | 7.67 | 10.22 | 8.51 | 5.51 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SPMHX (Invesco SteelPath MLP Alpha Fund) |
0.04%
Jun 2019 – Jun 2022 |
11.57%
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 |
|---|---|---|---|---|
| SPMHX (Invesco SteelPath MLP Alpha Fund) |
44.50%
Mar 2020 – Mar 2023 |
39.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart