Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IARRX (INVESCO REAL ESTATE FUND CLASS R) | 13.04% | 10.99% | 7.55% | -1.53% | 2.25% | 4.68% | 2.01% | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARRX (INVESCO REAL ESTATE FUND CLASS R) | 06/17/2004 | 06/05/2026 |
| 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 (%) | 0.84 | 10.99 | 7.55 | -1.53 | 2.25 | 4.68 | 2.01 | … | … | 13.04 | -0.44 | 1.48 | 8.57 | -31.42 | 33.88 | -16.31 | 27.48 | -5.89 | 8.16 | 5.54 | 1.47 | 27.76 | 1.56 | 16.25 | 7.35 | 22.66 | 25.92 | -38.21 | -32.12 | 20.60 | 7.39 | 24.71 |
| Sharpe Ratio | NA | 0.57 | 0.29 | -0.18 | 0.02 | NA | NA | … | … | 2.09 | -0.20 | -0.13 | 0.25 | -1.23 | 2.07 | -0.38 | 2.12 | -0.47 | 0.80 | 0.33 | 0.09 | 2.62 | 0.10 | 1.21 | 0.26 | 0.88 | 0.42 | -0.56 | -1.03 | 0.94 | 0.33 | 3.35 |
| Standard Deviation(%) | NA | 13.03 | 16.49 | 19.43 | 21.30 | NA | NA | … | … | 14.18 | 16.53 | 15.88 | 19.78 | 26.79 | 16.32 | 43.89 | 12.29 | 15.65 | 9.43 | 16.30 | 16.53 | 10.59 | 15.03 | 13.50 | 28.64 | 25.77 | 61.39 | 69.37 | 34.52 | 18.34 | 15.47 | 14.60 |
| Draw Down(%) | NA | 8.44 | 17.77 | 40.12 | 42.41 | NA | NA | … | … | 8.44 | 14.57 | 11.48 | 22.43 | 32.38 | 7.09 | 42.41 | 6.00 | 12.69 | 5.42 | 14.37 | 16.20 | 7.20 | 17.06 | 9.28 | 22.00 | 16.26 | 38.10 | 61.20 | 41.42 | 14.79 | 10.99 | 4.28 |
| Yield(%) | 0.00 | 4.95 | 4.23 | 2.11 | 4.34 | 5.99 | 3.37 | … | … | 0.00 | 5.48 | 4.02 | 3.12 | 0.48 | 0.86 | 1.06 | 10.34 | 6.35 | 5.81 | 14.79 | 14.28 | 5.58 | 12.34 | 9.29 | 0.56 | 1.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARRX (INVESCO REAL ESTATE FUND CLASS R) |
-31.89%
Mar 2006 – Mar 2009 |
-10.12%
Nov 2006 – Nov 2011 |
-0.48%
Nov 2006 – Nov 2016 |
1.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARRX (INVESCO REAL ESTATE FUND CLASS R) |
36.74%
Mar 2009 – Mar 2012 |
25.29%
Feb 2009 – Feb 2014 |
16.15%
Mar 2009 – Mar 2019 |
9.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart