Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSR (Invesco Active U.S. Real Estate Fund) | 13.71% | 13.92% | 9.74% | 2.51% | 5.79% | 7.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSR (Invesco Active U.S. Real Estate Fund) | 11/21/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 13.92 | 9.74 | 2.51 | 5.79 | 7.30 | NA | … | … | 13.71 | 2.63 | 1.79 | 8.34 | -25.52 | 41.71 | -6.04 | 28.76 | -4.58 | 11.95 | 3.99 | 0.93 | 32.77 | 1.53 | 15.03 | 11.02 | 25.18 | 30.88 | 45.01 |
| Sharpe Ratio | NA | 0.85 | 0.44 | 0.03 | 0.20 | NA | NA | … | … | 2.38 | -0.02 | -0.11 | 0.24 | -1.11 | 2.91 | -0.15 | 2.19 | -0.38 | 1.10 | 0.23 | 0.06 | 3.22 | 0.10 | 1.07 | 0.42 | 0.97 | 0.55 | 47.67 |
| Standard Deviation(%) | NA | 12.99 | 16.51 | 18.51 | 20.47 | NA | NA | … | … | 14.25 | 16.41 | 16.07 | 19.75 | 24.41 | 14.34 | 41.77 | 12.45 | 15.77 | 10.33 | 16.39 | 16.35 | 10.17 | 15.27 | 14.10 | 26.11 | 25.83 | 55.80 | 74.83 |
| Draw Down(%) | NA | 8.34 | 16.57 | 34.81 | 42.31 | NA | NA | … | … | 8.34 | 14.00 | 12.68 | 22.80 | 31.98 | 8.23 | 42.31 | 5.58 | 12.29 | 5.08 | 14.25 | 16.36 | 7.45 | 18.69 | 9.15 | 21.54 | 16.61 | 36.91 | 6.79 |
| Yield(%) | 0.00 | 2.64 | 3.08 | 2.50 | 3.05 | 3.80 | 7.53 | … | … | 0.74 | 2.59 | 2.99 | 3.07 | 2.16 | 3.04 | 2.85 | 3.27 | 2.47 | 0.15 | 3.16 | 3.13 | 1.63 | 1.54 | 2.23 | 0.91 | 2.64 | 2.15 | 1.73 |
Data as of 06/04/2026, Common starting date is 11/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSR (Invesco Active U.S. Real Estate Fund) |
-6.35%
Dec 2021 – Dec 2024 |
1.09%
Apr 2019 – Apr 2024 |
4.30%
Jan 2015 – Jan 2025 |
6.77%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSR (Invesco Active U.S. Real Estate Fund) |
41.36%
Mar 2009 – Mar 2012 |
27.03%
Mar 2009 – Mar 2014 |
18.15%
Mar 2009 – Mar 2019 |
12.80%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart