Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASRYX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS Y) | 3.30% | -0.01% | 2.35% | 3.84% | 2.80% | 5.11% | NA | 6.21% |
Data as of 07/17/2025, AR inception is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRYX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS Y) | 10/07/2008 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.01 | 2.35 | 3.84 | 2.80 | 5.11 | NA | 6.21 | 3.30 | -2.32 | 12.22 | -20.70 | 20.22 | -4.86 | 19.04 | -4.11 | 9.06 | 5.23 | -1.16 | 14.63 | 0.11 | 18.37 | 3.80 | 19.03 | 33.93 | -12.30 |
| Sharpe Ratio | NA | -0.13 | -0.09 | 0.14 | 0.11 | NA | NA | 0.28 | 0.22 | -0.84 | 0.63 | -1.34 | 2.02 | -0.18 | 3.05 | -0.69 | 1.73 | 0.53 | -0.14 | 2.70 | 0.01 | 1.24 | 0.27 | 1.28 | 0.89 | -0.56 |
| Standard Deviation(%) | NA | 12.68 | 13.20 | 13.04 | 13.32 | NA | NA | 17.84 | 14.45 | 10.64 | 12.82 | 16.51 | 10.01 | 27.67 | 5.78 | 7.86 | 4.91 | 9.50 | 8.41 | 5.42 | 7.83 | 14.92 | 13.77 | 14.81 | 38.01 | 76.81 |
| Draw Down(%) | NA | 16.75 | 18.23 | 26.20 | 34.99 | NA | NA | 37.13 | 11.36 | 11.15 | 15.27 | 26.20 | 5.72 | 34.99 | 2.68 | 7.86 | 2.81 | 8.61 | 9.38 | 4.86 | 11.69 | 12.91 | 13.17 | 9.07 | 27.57 | 35.79 |
| Yield(%) | 0.00 | 2.78 | 2.99 | 3.00 | 3.81 | 5.16 | 4.82 | 6.02 | 0.87 | 3.62 | 3.45 | 2.08 | 2.55 | 2.38 | 9.45 | 3.50 | 3.88 | 4.81 | 5.62 | 5.44 | 5.64 | 6.93 | 4.46 | 4.44 | 4.31 | 1.42 |
Data as of 07/17/2025, AR inception is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRYX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS Y) |
-4.56%
Dec 2021 - Dec 2024 |
-0.51%
Mar 2015 - Mar 2020 |
2.29%
Oct 2013 - Oct 2023 |
4.72%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRYX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS Y) |
30.32%
Feb 2009 - Feb 2012 |
21.04%
Feb 2009 - Feb 2014 |
12.83%
Feb 2009 - Feb 2019 |
8.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart