Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRCX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS C) | 5.83% | 9.01% | 5.62% | 0.02% | 2.45% | 3.47% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRCX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS C) | 03/16/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.46 | 9.01 | 5.62 | 0.02 | 2.45 | 3.47 | NA | … | … | 5.83 | 5.32 | -3.52 | 11.17 | -21.52 | 19.06 | -5.87 | 17.92 | -5.16 | 8.08 | 4.18 | -2.15 | 13.43 | -0.89 | 17.14 | 2.84 | 17.85 | 32.79 | -32.94 | -50.69 |
| Sharpe Ratio | NA | 0.77 | 0.31 | -0.15 | 0.08 | NA | NA | … | … | 1.38 | 0.20 | -0.95 | 0.55 | -1.40 | 1.91 | -0.22 | 2.86 | -0.84 | 1.53 | 0.42 | -0.26 | 2.43 | -0.12 | 1.15 | 0.20 | 1.20 | 0.86 | -0.78 | -0.96 |
| Standard Deviation(%) | NA | 10.68 | 11.81 | 12.82 | 13.39 | NA | NA | … | … | 12.48 | 12.34 | 10.59 | 12.80 | 16.46 | 9.97 | 27.68 | 5.77 | 7.76 | 4.90 | 9.46 | 8.45 | 5.53 | 7.91 | 14.99 | 13.82 | 14.82 | 38.16 | 43.17 | 64.50 |
| Draw Down(%) | NA | 9.29 | 17.25 | 26.77 | 35.14 | NA | NA | … | … | 9.29 | 11.45 | 11.24 | 15.86 | 26.77 | 5.75 | 35.14 | 2.68 | 8.20 | 2.92 | 8.94 | 10.03 | 5.00 | 12.01 | 13.00 | 13.27 | 9.27 | 27.57 | 54.42 | 52.20 |
| Yield(%) | 0.00 | 1.39 | 2.27 | 1.65 | 2.65 | 3.37 | 1.46 | … | … | 0.00 | 2.05 | 2.62 | 2.43 | 1.21 | 1.40 | 1.48 | 8.29 | 2.51 | 2.83 | 3.76 | 4.63 | 4.33 | 4.64 | 5.83 | 3.41 | 3.36 | 3.22 | 2.96 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRCX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS C) |
-22.86%
May 2007 – May 2010 |
-11.24%
May 2007 – May 2012 |
-3.12%
Apr 2007 – Apr 2017 |
-1.75%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRCX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS C) |
29.01%
Feb 2009 – Feb 2012 |
19.85%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
7.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart