Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AARBX (INVESCO REAL ESTATE FUND CLASS B) | NA | 3.69% | 0.80% | 6.42% | 5.66% | 10.28% | NA | 8.55% |
Data as of 01/26/2018, AR inception is 03/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AARBX (INVESCO REAL ESTATE FUND CLASS B) | 03/12/1998 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | 3.69 | 0.80 | 6.42 | 5.66 | 10.28 | NA | 8.55 | -2.77 | 7.62 | 5.02 | 0.96 | 27.14 | 1.04 | 15.68 | 6.76 | 21.87 | 28.76 | -36.92 | -15.60 | 35.32 | 13.42 | 34.52 | 37.15 | 7.42 | 9.48 | 28.20 | -3.52 | -21.53 |
| Sharpe Ratio | NA | 0.31 | 0.03 | 0.44 | 0.17 | NA | NA | 0.27 | -2.48 | 0.74 | 0.29 | 0.06 | 2.56 | 0.07 | 1.16 | 0.23 | 0.84 | 0.47 | -0.54 | -0.75 | 2.32 | 0.77 | 2.08 | 3.35 | 0.46 | 0.76 | 2.22 | -0.65 | -1.75 |
| Standard Deviation(%) | NA | 9.75 | 14.43 | 13.95 | 33.35 | NA | NA | 25.97 | 13.50 | 9.45 | 16.29 | 16.46 | 10.59 | 15.05 | 13.56 | 28.70 | 25.83 | 61.30 | 69.65 | 24.89 | 13.89 | 14.68 | 16.12 | 10.89 | 13.67 | 9.52 | 10.90 | 10.45 | 16.61 |
| Draw Down(%) | NA | 6.78 | 17.18 | 17.19 | 65.14 | NA | NA | 70.91 | 5.17 | 5.43 | 14.47 | 16.43 | 7.21 | 17.19 | 9.34 | 22.10 | 16.35 | 38.22 | 60.92 | 27.14 | 8.26 | 10.70 | 17.29 | 5.59 | 14.62 | 9.63 | 8.60 | 19.39 | 31.61 |
| Yield(%) | 0.00 | 5.27 | 9.35 | 9.46 | 6.52 | 12.85 | 9.68 | 10.19 | 0.00 | 5.29 | 14.28 | 13.82 | 5.11 | 11.84 | 9.11 | 0.12 | 1.12 | 2.04 | 1.52 | 16.64 | 14.25 | 6.09 | 4.08 | 1.59 | 1.88 | 2.64 | 4.58 | 3.77 | 2.63 |
Data as of 01/26/2018, AR inception is 03/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARBX (INVESCO REAL ESTATE FUND CLASS B) |
-23.21%
Feb 2006 - Feb 2009 |
-6.76%
Mar 2004 - Mar 2009 |
2.67%
Jan 2007 - Jan 2017 |
8.88%
May 1998 - May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARBX (INVESCO REAL ESTATE FUND CLASS B) |
37.00%
Feb 2009 - Feb 2012 |
26.69%
Jan 2002 - Jan 2007 |
13.12%
Aug 1998 - Aug 2008 |
12.62%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart