Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS C) | 3.81% | 6.09% | 5.04% | -3.21% | 0.14% | 1.83% | 1.50% | … | … |
Data as of 06/03/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS C) | 05/18/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.32 | 6.09 | 5.04 | -3.21 | 0.14 | 1.83 | 1.50 | … | … | 3.81 | 5.69 | -2.50 | 7.88 | -32.51 | 24.29 | -15.47 | 21.64 | -7.00 | 11.89 | 0.82 | -2.35 | 13.23 | 1.69 | 26.70 | -7.73 | 16.12 | 29.58 | -45.19 | -6.48 | 39.80 | 15.43 |
| Sharpe Ratio | NA | 0.62 | 0.26 | -0.28 | -0.06 | NA | NA | … | … | 1.25 | 0.20 | -0.63 | 0.21 | -1.46 | 1.99 | -0.43 | 2.22 | -0.70 | 1.51 | 0.04 | -0.17 | 1.48 | 0.12 | 2.05 | -0.31 | 0.77 | 0.73 | -0.90 | -0.43 | 3.15 | 2.38 |
| Standard Deviation(%) | NA | 12.01 | 14.94 | 16.90 | 17.86 | NA | NA | … | … | 13.73 | 14.65 | 14.48 | 17.04 | 23.34 | 12.19 | 36.24 | 9.10 | 11.86 | 7.47 | 14.75 | 13.92 | 8.91 | 13.50 | 13.09 | 25.41 | 20.77 | 40.16 | 50.97 | 22.22 | 11.63 | 9.87 |
| Draw Down(%) | NA | 10.71 | 18.77 | 40.29 | 41.91 | NA | NA | … | … | 10.71 | 13.08 | 12.77 | 21.32 | 33.70 | 6.66 | 41.91 | 4.91 | 11.52 | 4.03 | 13.15 | 15.06 | 7.77 | 15.34 | 9.16 | 23.59 | 14.21 | 36.00 | 60.49 | 19.37 | 8.92 | 6.23 |
| Yield(%) | 0.00 | 1.19 | 1.23 | 1.09 | 3.03 | 3.00 | 2.85 | … | … | 0.00 | 1.66 | 1.06 | 1.17 | 1.16 | 2.12 | 1.03 | 11.58 | 8.87 | 2.13 | 3.03 | 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 06/03/2026, 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 |
|---|---|---|---|---|
| CGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS C) |
-21.58%
Feb 2006 – Feb 2009 |
-6.61%
May 2007 – May 2012 |
-1.38%
Oct 2013 – Oct 2023 |
-0.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS C) |
28.22%
Feb 2009 – Feb 2012 |
20.51%
Feb 2009 – Feb 2014 |
12.13%
Feb 2009 – Feb 2019 |
6.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart