Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IARIX (INVESCO REAL ESTATE FUND CLASS R5) | 12.47% | 10.82% | 7.92% | -0.84% | 2.80% | 5.28% | 4.64% | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARIX (INVESCO REAL ESTATE FUND CLASS R5) | 06/16/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 10.82 | 7.92 | -0.84 | 2.80 | 5.28 | 4.64 | … | … | 12.47 | 0.12 | 2.12 | 9.25 | -31.03 | 34.70 | -15.76 | 28.26 | -5.29 | 8.86 | 6.21 | 2.04 | 28.58 | 2.20 | 17.03 | 8.07 | 23.43 | 30.38 | -35.98 | -15.12 | 36.81 | 7.31 | 25.57 |
| Sharpe Ratio | NA | 0.61 | 0.33 | -0.15 | 0.05 | NA | NA | … | … | 2.15 | -0.17 | -0.09 | 0.29 | -1.21 | 2.13 | -0.36 | 2.17 | -0.43 | 0.87 | 0.37 | 0.12 | 2.70 | 0.14 | 1.26 | 0.28 | 0.90 | 0.49 | -0.53 | -0.74 | 2.41 | 0.32 | 3.44 |
| Standard Deviation(%) | NA | 12.99 | 16.47 | 19.42 | 21.30 | NA | NA | … | … | 14.08 | 16.53 | 15.88 | 19.74 | 26.82 | 16.27 | 43.88 | 12.32 | 15.63 | 9.43 | 16.31 | 16.54 | 10.58 | 15.04 | 13.55 | 28.66 | 25.79 | 61.26 | 69.71 | 24.94 | 13.89 | 15.57 | 14.62 |
| Draw Down(%) | NA | 8.53 | 17.55 | 39.45 | 42.37 | NA | NA | … | … | 8.53 | 14.54 | 11.32 | 22.11 | 32.00 | 7.00 | 42.37 | 5.90 | 12.64 | 5.43 | 14.18 | 15.86 | 7.12 | 16.95 | 9.22 | 21.91 | 16.17 | 38.01 | 60.66 | 26.86 | 8.07 | 11.03 | 4.28 |
| Yield(%) | 0.00 | 5.43 | 4.83 | 2.64 | 4.85 | 6.56 | 5.52 | … | … | 0.00 | 6.14 | 4.65 | 3.76 | 1.01 | 1.65 | 1.58 | 11.15 | 6.96 | 6.48 | 15.45 | 14.91 | 6.33 | 13.00 | 9.99 | 1.26 | 2.60 | 3.34 | 2.65 | 17.86 | 15.72 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARIX (INVESCO REAL ESTATE FUND CLASS R5) |
-22.38%
Feb 2006 – Feb 2009 |
-3.22%
Apr 2019 – Apr 2024 |
1.77%
Jan 2015 – Jan 2025 |
3.77%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARIX (INVESCO REAL ESTATE FUND CLASS R5) |
38.71%
Feb 2009 – Feb 2012 |
26.83%
Feb 2009 – Feb 2014 |
17.19%
Feb 2009 – Feb 2019 |
10.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart