Invesco Energy C (IEFCX)

23.63 -0.07 (-0.30%) USD  |  Feb 03 2023

IEFCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Invesco Energy C
21.38%
-17.85%
-29.89%
23.61%
-8.95%
-27.32%
4.04%
-32.73%
54.98%
51.63%
-0.96%
MSCI World Net Total Return
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
8.46%
BlackRock Energy Opportunities Inv C
17.94%
-12.76%
-30.11%
25.77%
1.44%
-20.49%
11.80%
-30.19%
41.92%
42.13%
-1.21%
Fidelity Advisor® Energy C
22.95%
-13.38%
-21.24%
31.93%
-3.56%
-25.65%
9.00%
-33.23%
53.43%
60.76%
-0.96%
Franklin Natural Resources C
8.80%
-20.72%
-28.36%
33.55%
-0.45%
-24.32%
9.21%
-22.17%
34.86%
29.53%
2.30%
Rydex Energy C
22.60%
-19.31%
-30.88%
-56.76%
-7.09%
121.8%
5.45%
-34.90%
49.20%
48.00%
-0.56%
As of February 03, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Energy C
2.47%
-3.93%
15.45%
25.82%
21.37%
3.70%
-1.66%
-1.21%
5.79%
6.11%
MSCI World Net Total Return
8.52%
14.65%
3.13%
-6.06%
7.90%
7.17%
9.11%
6.43%
8.74%
7.45%
BlackRock Energy Opportunities Inv C
2.01%
-3.14%
12.01%
18.79%
16.06%
4.57%
0.66%
-0.86%
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3.22%
Fidelity Advisor® Energy C
3.77%
-4.85%
16.58%
30.39%
23.36%
6.10%
2.62%
1.15%
7.44%
8.59%
Franklin Natural Resources C
5.01%
4.65%
18.18%
21.33%
16.95%
2.75%
-1.24%
-1.15%
5.35%
5.44%
Rydex Energy C
3.98%
-5.29%
10.96%
29.14%
17.99%
27.64%
9.69%
6.43%
4.82%
3.18%
As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2022