Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMPX (Invesco SteelPath MLP Alpha Plus Fund Class R5) | 26.81% | 32.07% | 32.54% | 26.98% | 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 |
|---|---|---|
| SPMPX (Invesco SteelPath MLP Alpha Plus Fund Class R5) | 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 (%) | 1.21 | 32.07 | 32.54 | 26.98 | NA | NA | NA | … | … | 26.81 | 4.58 | 48.32 | 25.62 | 38.27 | 55.89 | -45.60 | -9.39 |
| Sharpe Ratio | NA | 1.53 | 1.51 | 1.01 | NA | NA | NA | … | … | 3.47 | 0.07 | 2.76 | 1.21 | 1.00 | 1.79 | -0.53 | -0.70 |
| Standard Deviation(%) | NA | 16.41 | 19.09 | 25.31 | NA | NA | NA | … | … | 17.75 | 23.91 | 16.19 | 18.27 | 37.07 | 31.20 | 86.87 | 23.48 |
| Draw Down(%) | NA | 8.79 | 19.54 | 27.11 | NA | NA | NA | … | … | 7.97 | 19.54 | 11.39 | 13.05 | 27.11 | 19.70 | 79.49 | 27.63 |
| Yield(%) | 0.00 | 5.93 | 8.15 | 9.10 | 4.33 | 2.89 | 2.16 | … | … | 2.50 | 5.38 | 6.62 | 7.13 | 8.48 | 12.60 | 9.91 | 6.97 |
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 |
|---|---|---|---|---|
| SPMPX (Invesco SteelPath MLP Alpha Plus Fund Class R5) |
-4.45%
Jun 2019 – Jun 2022 |
11.07%
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 |
|---|---|---|---|---|
| SPMPX (Invesco SteelPath MLP Alpha Plus Fund Class R5) |
62.04%
Mar 2020 – Mar 2023 |
52.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart