Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IARCX (INVESCO REAL ESTATE FUND CLASS C) | 2.04% | 1.26% | -4.45% | 0.23% | 1.26% | 4.35% | 3.59% | 7.22% |
Data as of 07/25/2025, AR inception is 09/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARCX (INVESCO REAL ESTATE FUND CLASS C) | 09/26/1995 | 07/25/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 1.26 | -4.45 | 0.23 | 1.26 | 4.35 | 3.59 | 7.22 | 2.04 | -0.98 | 6.61 | -31.76 | 33.16 | -16.76 | 26.78 | -6.36 | 7.62 | 5.06 | 0.93 | 27.09 | 1.08 | 15.66 | 6.83 | 21.81 | 28.67 | -36.79 | -16.13 | 35.19 | 13.41 | 34.56 | 38.55 | 8.07 | 9.49 | 28.28 | -3.50 | -23.17 | 18.58 | 32.73 | 2.56 |
| Sharpe Ratio | NA | -0.11 | -0.38 | -0.08 | -0.01 | NA | NA | 0.22 | 0.03 | -0.47 | 0.12 | -1.24 | 2.04 | -0.39 | 2.07 | -0.49 | 0.74 | 0.30 | 0.05 | 2.55 | 0.07 | 1.16 | 0.24 | 0.84 | 0.47 | -0.54 | -0.77 | 2.31 | 0.77 | 2.08 | 3.45 | 0.51 | 0.76 | 2.22 | -0.65 | -1.76 | 1.65 | 4.56 | 1.10 |
| Standard Deviation(%) | NA | 17.58 | 20.41 | 19.99 | 21.57 | NA | NA | 24.36 | 19.19 | 16.05 | 19.60 | 26.79 | 16.27 | 43.93 | 12.28 | 15.66 | 9.42 | 16.28 | 16.52 | 10.60 | 15.05 | 13.55 | 28.69 | 25.79 | 61.32 | 69.67 | 24.94 | 13.88 | 14.69 | 16.14 | 10.97 | 13.67 | 9.53 | 10.88 | 10.41 | 15.03 | 9.06 | 6.36 | 5.89 |
| Draw Down(%) | NA | 19.68 | 34.49 | 40.74 | 42.45 | NA | NA | 71.02 | 14.60 | 12.88 | 22.69 | 32.73 | 7.06 | 42.45 | 6.08 | 12.79 | 5.41 | 14.45 | 16.46 | 7.20 | 17.21 | 9.33 | 22.08 | 16.35 | 38.19 | 60.92 | 27.60 | 8.25 | 10.69 | 17.28 | 5.67 | 14.58 | 9.65 | 8.54 | 19.43 | 31.86 | 9.49 | 4.87 | 3.49 |
| Yield(%) | 0.00 | 1.07 | 0.90 | 0.75 | 4.59 | 6.03 | 5.24 | 2.92 | 0.31 | 1.49 | 1.38 | 0.06 | 0.24 | 0.64 | 9.80 | 5.90 | 5.32 | 14.34 | 13.87 | 5.11 | 11.87 | 9.13 | 0.11 | 1.13 | 2.04 | 1.52 | 16.68 | 14.28 | 6.10 | 4.09 | 2.66 | 2.57 | 2.64 | 4.59 | 3.78 | 4.10 | 3.10 | 0.71 | 0.37 |
Data as of 07/25/2025, AR inception is 09/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARCX (INVESCO REAL ESTATE FUND CLASS C) |
-23.33%
Mar 2006 - Mar 2009 |
-6.88%
Mar 2004 - Mar 2009 |
0.30%
Jan 2015 - Jan 2025 |
2.56%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARCX (INVESCO REAL ESTATE FUND CLASS C) |
36.95%
Feb 2009 - Feb 2012 |
27.08%
Jan 2002 - Jan 2007 |
15.83%
Feb 2009 - Feb 2019 |
12.70%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart