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IGREX: Invesco Global Real Estate Instl (MUTUAL FUND)
Basic Info 9.62 0.01(0.10%) December 02
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 05/18/2005 |
| Last Dividend Date: | 09/22/2022 |
| 12-Mo. Yield | 0.63% |
| Expenses | 0.91% |
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Performance Analytics (As of 12/02/2022)
| Last 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(%) | 0.8 | -22.2 | -17.6 | -4.1 | 0.2 | 3.5 | 1.8 | 4.5 | 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 | -1.16 | -0.89 | -0.19 | -0.03 | 0.18 | NA | 0.16 | 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 | 31.9 | 31.9 | 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 | 21.6 | 21.1 | 24.9 | 20.4 | 16.8 | 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 | -0.29 | -0.22 | -0.05 | -0.01 | 0.03 | NA | 0.04 | 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 | 0.0 | 0.0 | 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 | 0.87 | 0.86 | 0.95 | 0.93 | 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 | 0.74 | 0.72 | 0.75 | 0.74 | 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
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