Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IARYX (INVESCO REAL ESTATE FUND CLASS Y) | 13.16% | 11.39% | 8.03% | -1.08% | 2.74% | 5.19% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IARYX (INVESCO REAL ESTATE FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 11.39 | 8.03 | -1.08 | 2.74 | 5.19 | NA | … | … | 13.16 | 0.00 | 1.99 | 9.10 | -31.08 | 34.60 | -15.94 | 28.11 | -5.38 | 8.66 | 6.06 | 1.98 | 28.40 | 2.07 | 16.84 | 7.86 | 23.17 | 30.01 | -21.78 |
| Sharpe Ratio | NA | 0.60 | 0.32 | -0.15 | 0.05 | NA | NA | … | … | 2.11 | -0.18 | -0.10 | 0.28 | -1.22 | 2.13 | -0.37 | 2.17 | -0.43 | 0.85 | 0.36 | 0.12 | 2.68 | 0.14 | 1.25 | 0.27 | 0.89 | 0.49 | -0.55 |
| Standard Deviation(%) | NA | 13.05 | 16.50 | 19.44 | 21.31 | NA | NA | … | … | 14.23 | 16.54 | 15.89 | 19.80 | 26.77 | 16.27 | 43.91 | 12.29 | 15.69 | 9.47 | 16.29 | 16.50 | 10.58 | 15.05 | 13.56 | 28.69 | 25.81 | 61.34 | 121.04 |
| Draw Down(%) | NA | 8.53 | 17.56 | 39.58 | 42.41 | NA | NA | … | … | 8.53 | 14.51 | 11.41 | 22.19 | 32.04 | 7.03 | 42.41 | 5.93 | 12.68 | 5.38 | 14.24 | 15.91 | 7.15 | 16.99 | 9.21 | 21.95 | 16.17 | 38.06 | 47.81 |
| Yield(%) | 0.00 | 5.34 | 4.71 | 2.51 | 4.75 | 6.45 | 6.40 | … | … | 0.00 | 6.01 | 4.52 | 3.62 | 0.91 | 1.49 | 1.49 | 10.97 | 6.85 | 6.34 | 15.32 | 14.79 | 6.18 | 12.86 | 9.84 | 1.08 | 2.35 | 3.04 | 1.09 |
Data as of 06/05/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARYX (INVESCO REAL ESTATE FUND CLASS Y) |
-8.47%
Dec 2021 – Dec 2024 |
-3.35%
Apr 2019 – Apr 2024 |
1.65%
Jan 2015 – Jan 2025 |
4.68%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IARYX (INVESCO REAL ESTATE FUND CLASS Y) |
38.40%
Feb 2009 – Feb 2012 |
26.58%
Feb 2009 – Feb 2014 |
17.01%
Feb 2009 – Feb 2019 |
10.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart