Find A Portfolio/Ticker
Comparison Box
IGREX: Invesco Global Real Estate Instl (MUTUAL FUND)
Basic Info 10.65 0.07(0.66%) August 08
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (90%) |
Start Date: | 05/18/2005 |
Last Dividend Date: | 06/23/2022 |
12-Mo. Yield | 0.63% |
Expenses | 0.91% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/05/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.7 | -14.4 | -9.6 | 0.5 | 2.5 | 4.9 | 2.5 | 5.1 | 23.0 | -12.1 | 22.9 | -5.9 | 13.1 | 2.1 | -1.1 | 14.8 | 3.0 | 28.4 | -6.5 | 17.7 | 31.3 | -44.7 | -5.1 | 41.4 | 16.6 |
SR | NA | -1.26 | -0.65 | 0.01 | 0.09 | 0.26 | NA | 0.19 | 1.88 | -0.34 | 2.37 | -0.61 | 1.67 | 0.13 | -0.08 | 1.65 | 0.22 | 2.19 | -0.26 | 0.85 | 0.77 | -0.89 | -0.37 | 3.28 | 2.58 |
DD(%) | NA | 22.5 | 22.5 | 41.8 | 41.8 | 41.8 | NA | 69.0 | 7.2 | 41.8 | 4.9 | 10.6 | 4.1 | 12.8 | 14.3 | 7.7 | 15.2 | 9.0 | 23.3 | 14.1 | 35.9 | 60.3 | 18.3 | 8.8 | 6.1 |
SD(%) | NA | 19.6 | 17.0 | 23.7 | 19.5 | 16.2 | NA | 22.6 | 12.2 | 35.8 | 9.1 | 11.8 | 7.5 | 14.7 | 14.0 | 9.0 | 13.4 | 13.1 | 25.3 | 20.8 | 40.3 | 51.0 | 22.2 | 11.7 | 9.8 |
TR | NA | -0.27 | -0.13 | 0.0 | 0.02 | 0.05 | NA | 0.05 | 0.31 | -0.12 | 0.28 | -0.09 | 0.19 | 0.03 | -0.01 | 0.21 | 0.04 | 0.36 | -0.07 | 0.21 | 0.3 | -0.46 | -0.09 | 0.76 | 0.0 |
Alpha(%) | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.02 | 0.05 | -0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | -0.01 | 0.06 | 0.01 | 0.13 | 0.0 |
Beta(%) | NA | 0.91 | 0.86 | 0.97 | 0.94 | 0.87 | NA | 0.92 | 0.75 | 1.01 | 0.77 | 0.83 | 0.66 | 0.72 | 0.78 | 0.69 | 0.81 | 0.79 | 0.88 | 0.85 | 1.04 | 0.99 | 0.9 | 0.5 | 0.95 |
RS | NA | 0.7 | 0.64 | 0.75 | 0.73 | 0.73 | NA | 0.72 | 0.53 | 0.79 | 0.52 | 0.71 | 0.46 | 0.75 | 0.77 | 0.71 | 0.84 | 0.81 | 0.91 | 0.86 | 0.75 | 0.65 | 0.8 | 0.01 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (Russell Global Real Estate Secs S) (92%)
- IRGIX (ING Clarion Global Real Estate Port I) (91%)
- IGREX (Invesco Global Real Estate Instl) (90%)
- PURZX (Prudential Global Real Estate Z) (90%)
- ARIIX (AllianceBern Global Rel Est Invmt Instl) (89%)
- TAREX (Third Avenue Real Estate Value Instl) (88%)
- AEEIX (AllianceBern Glbl Rel Est Invmt I) (87%)
- IRFIX (Cohen & Steers International Realty I) (85%)
- CSSPX (Cohen & Steers Global Realty I) (84%)
- FIREX (Fidelity International Real Estate) (83%)
Best ETFs
- RWX (SPDR Dow Jones International RelEst ETF) 0.58% (98%)
- DRW (WisdomTree Global ex-US Real Estate ETF) (97%)
- IFGL (iShares International Dev Rel Est) 0.56% (96%)
- WPS (iShares International Developed Property) 0.36% (95%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.40% (94%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.73% (93%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.11% (35%)
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 0.0% (100%)
- IGR (CBRE Clarion Global Real Estate Income) 0.13% (99%)