Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS B) | NA | 13.25% | 1.87% | 4.83% | 2.57% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS B) | 05/18/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 13.25 | 1.87 | 4.83 | 2.57 | NA | NA | … | … | 2.44 | 11.80 | 0.90 | -2.36 | 13.24 | 1.61 | 26.70 | -7.73 | 16.12 | 29.58 | -45.35 | -6.21 | 39.92 | 15.33 |
| Sharpe Ratio | NA | 1.66 | 0.12 | 0.38 | 0.10 | NA | NA | … | … | 4.15 | 1.51 | 0.05 | -0.17 | 1.47 | 0.12 | 2.06 | -0.31 | 0.77 | 0.74 | -0.91 | -0.42 | 3.14 | 2.35 |
| Standard Deviation(%) | NA | 7.54 | 12.44 | 12.07 | 24.77 | NA | NA | … | … | 9.43 | 7.44 | 14.68 | 13.96 | 8.98 | 13.50 | 13.05 | 25.36 | 20.82 | 40.10 | 51.00 | 22.14 | 11.66 | 9.88 |
| Draw Down(%) | NA | 4.11 | 17.69 | 17.69 | 65.16 | NA | NA | … | … | 1.61 | 4.11 | 13.09 | 15.00 | 7.77 | 15.35 | 9.07 | 23.59 | 14.21 | 36.00 | 60.60 | 19.16 | 8.85 | 6.23 |
| Yield(%) | 0.00 | 2.10 | 1.84 | 1.91 | 1.73 | 2.71 | 2.03 | … | … | 0.00 | 2.12 | 3.04 | 1.00 | 1.86 | 1.31 | 3.76 | 0.85 | 4.01 | 2.75 | 0.76 | 7.86 | 4.61 | 0.92 |
Data as of 01/26/2018, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS B) |
-21.61%
Feb 2006 – Feb 2009 |
-6.62%
May 2007 – May 2012 |
-0.19%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS B) |
28.26%
Feb 2009 – Feb 2012 |
20.54%
Feb 2009 – Feb 2014 |
4.76%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart