UK markets closed

Invesco Energy C (IEFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.71+0.25 (+0.98%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.53%
5-year average return9.65%
Number of years up12
Number of years down11
Best 1-yr total return (5 May 2024)54.98%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return54.98%
Worst 3-yr total return-20.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIEFCXCategory
YTD10.49%43.81%
1-month-0.23%4.88%
3-month11.84%13.10%
1-year12.20%70.12%
3-year26.88%-11.73%
5-year9.10%-4.80%
10-year-2.48%-6.23%
Last bull market9.84%22.50%
Last bear market-6.80%-32.25%

Annual total return (%) history

Year
IEFCXCategory
2024
N/AN/A
2023
-0.41%N/A
2022
51.63%N/A
2021
54.98%N/A
2020
-32.73%-24.54%
2019
4.04%7.25%
2018
-27.32%-27.27%
2017
-8.95%-4.84%
2016
23.61%29.22%
2015
-29.89%-27.39%
2014
-17.85%-16.65%
2013
21.38%22.85%
2012
-2.16%1.21%
2011
-8.98%-7.54%
2010
15.79%17.14%
2009
43.03%44.36%
2008
-44.38%-51.12%
2007
44.05%42.09%
2006
8.86%12.05%
2005
52.80%46.33%
2004
35.58%33.42%
2003
21.98%32.28%
2002
-5.01%-11.49%
2001
-17.35%-13.13%
2000
N/A45.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.75%N/AN/AN/A
2023-4.40%-2.24%12.38%-5.18%
202235.37%-6.80%1.70%18.18%
202125.36%11.88%2.05%8.28%
2020-50.82%27.71%-17.36%29.62%
201916.86%-6.85%-10.47%6.75%
2018-6.86%14.88%-2.99%-29.98%
2017-9.27%-11.92%8.36%5.14%
20163.29%10.74%2.11%5.84%
2015-4.83%0.56%-23.54%-4.18%
20143.85%12.77%-11.28%-20.93%
201310.27%-1.56%7.35%4.17%
20123.84%-11.70%9.12%-2.21%
201114.66%-6.31%-27.47%16.81%
2010-0.72%-17.03%15.12%22.10%
2009-3.30%20.31%16.81%5.24%
2008-2.53%26.76%-35.21%-30.52%
20076.88%14.64%7.58%9.28%
20066.13%5.39%-8.98%6.93%
200517.59%5.71%24.19%-1.02%
20048.71%8.33%10.64%4.06%
20030.98%8.69%-2.91%14.46%
200210.67%-6.59%-14.44%7.38%
2001-5.64%-5.98%-17.06%12.31%
200012.03%14.84%0.78%N/A

Rank in category (by total return)

YTD47
1-month28
3-month50
1-year84
3-year37
5-year60

Load adjusted returns

1-year11.20%
3-year26.88%
5-year9.10%
10-year-2.48%