FSTEX
INVESCO Energy Fund Investor Class
Mutual fund
$43.51+0.15 (+0.35%)Close Oct 2, 2026
Jan 19, 1984 – Oct 2, 2026, Dividends reinvested
- Final balance
- $245,387
- CAGR
- +7.78%
- Max drawdown
- −83.31%
- Sharpe ratio
- 0.41
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.46%
- 3M
- +18.39%
- 6M
- +3.30%
- YTD
- +39.37%
- 1Y
- +44.24%
- 3Y
- +17.20%
- 5Y
- +21.85%
- 10Y
- +7.22%
- 15Y
- +4.51%
- 20Y
- +4.17%
- 25Y
- +7.61%
- 30Y
- +8.20%
- Since 1984
- +7.78%
Metrics
Since 1984| Volatility | 26.75% |
|---|---|
| Sortino ratio | 0.59 |
| Calmar ratio | 0.09 |
| Best year, 2000 | +57.52% |
| Worst year, 2008 | −43.97% |
| Positive years | 26 of 41 |
| Longest drawdown | 17.8 years |
Worst drawdowns
Since 1984| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −83.3% | May 2008 | Mar 2020 | Feb 2026 | 17.8 years |
| −48.6% | Oct 1997 | Mar 1999 | Mar 2000 | 2.5 years |
| −40.0% | Aug 1987 | Dec 1987 | Jul 1989 | 2 years |
| −39.3% | May 2001 | Jul 2002 | Apr 2004 | 2.9 years |
| −38.9% | Sep 1990 | Jun 1992 | Jul 1996 | 5.8 years |
Annual returns
1984 from Jan 19 · 2026 through Oct 2