Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRIX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS R5) | 6.95% | 10.48% | 6.98% | 1.14% | 3.60% | 4.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRIX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS R5) | 03/15/2007 | 06/04/2026 |
| 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 (%) | -1.35 | 10.48 | 6.98 | 1.14 | 3.60 | 4.66 | NA | … | … | 6.95 | 7.43 | -2.37 | 12.32 | -20.79 | 20.35 | -4.80 | 19.09 | -3.99 | 9.15 | 5.29 | -1.07 | 14.81 | 0.19 | 18.40 | 3.91 | 19.20 | 34.80 | -32.41 | -50.97 |
| Sharpe Ratio | NA | 0.83 | 0.39 | -0.07 | 0.16 | NA | NA | … | … | 1.40 | 0.37 | -0.56 | 0.68 | -1.36 | 2.04 | -0.18 | 3.07 | -0.69 | 1.75 | 0.53 | -0.13 | 2.74 | 0.02 | 1.23 | 0.28 | 1.29 | 0.91 | -0.77 | -0.96 |
| Standard Deviation(%) | NA | 10.78 | 11.88 | 12.86 | 13.37 | NA | NA | … | … | 12.62 | 12.35 | 10.63 | 12.81 | 16.44 | 9.94 | 27.53 | 5.73 | 7.83 | 4.87 | 9.49 | 8.41 | 5.40 | 7.90 | 15.07 | 13.91 | 14.84 | 38.07 | 43.26 | 64.65 |
| Draw Down(%) | NA | 9.43 | 16.77 | 26.30 | 35.08 | NA | NA | … | … | 9.43 | 11.41 | 11.10 | 15.18 | 26.30 | 5.59 | 35.08 | 2.67 | 7.88 | 2.80 | 8.58 | 9.33 | 4.84 | 11.65 | 12.88 | 13.16 | 9.12 | 27.26 | 54.06 | 52.25 |
| Yield(%) | 0.00 | 2.28 | 3.33 | 2.56 | 3.67 | 4.48 | 1.93 | … | … | 0.00 | 3.29 | 3.68 | 3.56 | 2.13 | 2.60 | 2.42 | 9.52 | 3.60 | 3.97 | 4.87 | 5.68 | 5.51 | 5.71 | 6.97 | 4.56 | 4.61 | 4.67 | 3.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRIX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS R5) |
-22.21%
May 2007 – May 2010 |
-10.38%
May 2007 – May 2012 |
-2.12%
Apr 2007 – Apr 2017 |
-0.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRIX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS R5) |
30.53%
Feb 2009 – Feb 2012 |
21.21%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart