ECOIX vs. FSTEX

Last updated Apr 1, 2026

Compare and contrast key facts about Ecofin Global Renewables Infrastructure Fund (ECOIX) and Invesco Energy Fund (FSTEX).

ECOIX is managed by Ecofin. It was launched on Nov 1, 2015. FSTEX is managed by Invesco. It was launched on Jan 18, 1984.

Performance

ECOIX vs. FSTEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ecofin Global Renewables Infrastructure Fund (ECOIX) and Invesco Energy Fund (FSTEX). The values are adjusted to include any dividend payments, if applicable.

ECOIX vs. FSTEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
ECOIX Ecofin Global Renewables Infrastructure Fund	4.78%	25.37%	-3.91%	-8.55%	-10.92%	3.59%	26.86%
FSTEX Invesco Energy Fund	38.85%	12.31%	6.00%	0.28%	52.85%	55.99%	7.43%

Returns By Period

In the year-to-date period, ECOIX achieves a 4.78% return, which is significantly lower than FSTEX's 38.85% return.

ECOIX

• 1D: 1.18%
• 1M: -3.87%
• YTD: 4.78%
• 6M: 5.49%
• 1Y: 27.05%
• 3Y*: 4.90%
• 5Y*: 1.70%
• 10Y*: —

FSTEX

• 1D: -0.55%
• 1M: 13.19%
• YTD: 38.85%
• 6M: 42.88%
• 1Y: 43.71%
• 3Y*: 20.07%
• 5Y*: 25.80%
• 10Y*: 8.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ECOIX vs. FSTEX - Expense Ratio Comparison

ECOIX has a 0.91% expense ratio, which is lower than FSTEX's 1.36% expense ratio.

FSTEX

Invesco Energy Fund

ECOIX

Ecofin Global Renewables Infrastructure Fund

Return for Risk

ECOIX vs. FSTEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ECOIX

ECOIX Risk / Return Rank: 89
ECOIX Sharpe Ratio Rank: 89
ECOIX Sortino Ratio Rank: 88
ECOIX Omega Ratio Rank: 85
ECOIX Calmar Ratio Rank: 94
ECOIX Martin Ratio Rank: 88

FSTEX

FSTEX Risk / Return Rank: 88
FSTEX Sharpe Ratio Rank: 93
FSTEX Sortino Ratio Rank: 90
FSTEX Omega Ratio Rank: 87
FSTEX Calmar Ratio Rank: 88
FSTEX Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ECOIX vs. FSTEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ecofin Global Renewables Infrastructure Fund (ECOIX) and Invesco Energy Fund (FSTEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	ECOIX	FSTEX	Difference
Sharpe ratio Return per unit of total volatility	1.83	2.04	-0.21
Sortino ratio Return per unit of downside risk	2.40	2.54	-0.14
Omega ratio Gain probability vs. loss probability	1.35	1.37	-0.02
Calmar ratio Return relative to maximum drawdown	3.15	2.31	+0.84
Martin ratio Return relative to average drawdown	9.55	8.35	+1.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ECOIX vs. FSTEX - Sharpe Ratio Comparison

The current ECOIX Sharpe Ratio is 1.83, which is comparable to the FSTEX Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of ECOIX and FSTEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ECOIX	FSTEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.83	2.04	-0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.10	1.03	-0.93
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.27	+0.05

Correlation

The correlation between ECOIX and FSTEX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ECOIX vs. FSTEX - Dividend Comparison

ECOIX's dividend yield for the trailing twelve months is around 3.57%, more than FSTEX's 1.60% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ECOIX Ecofin Global Renewables Infrastructure Fund	3.57%	3.74%	3.26%	3.75%	3.11%	4.26%	1.29%	0.00%	0.00%	0.00%	0.00%	0.00%
FSTEX Invesco Energy Fund	1.60%	2.22%	4.03%	2.11%	0.89%	1.80%	2.21%	1.53%	3.05%	2.22%	1.10%	1.58%

Drawdowns

ECOIX vs. FSTEX - Drawdown Comparison

The maximum ECOIX drawdown since its inception was -38.64%, smaller than the maximum FSTEX drawdown of -83.31%. Use the drawdown chart below to compare losses from any high point for ECOIX and FSTEX.

Drawdown Indicators

	ECOIX	FSTEX	Difference
Max Drawdown Largest peak-to-trough decline	-38.64%	-83.31%	+44.67%
Max Drawdown (1Y) Largest decline over 1 year	-8.91%	-18.57%	+9.66%
Max Drawdown (5Y) Largest decline over 5 years	-37.60%	-26.88%	-10.72%
Max Drawdown (10Y) Largest decline over 10 years	—	-73.41%	—
Current Drawdown Current decline from peak	-4.26%	-0.55%	-3.71%
Average Drawdown Average peak-to-trough decline	-15.22%	-25.28%	+10.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.94%	5.13%	-2.19%

Volatility

ECOIX vs. FSTEX - Volatility Comparison

Ecofin Global Renewables Infrastructure Fund (ECOIX) has a higher volatility of 5.24% compared to Invesco Energy Fund (FSTEX) at 4.36%. This indicates that ECOIX's price experiences larger fluctuations and is considered to be riskier than FSTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ECOIX	FSTEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.24%	4.36%	+0.88%
Volatility (6M) Calculated over the trailing 6-month period	9.14%	12.75%	-3.61%
Volatility (1Y) Calculated over the trailing 1-year period	14.88%	22.29%	-7.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.26%	25.29%	-8.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.45%	29.77%	-12.32%