Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) | 12.36% | 10.50% | 7.62% | -1.14% | 2.46% | 4.91% | 4.24% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) | 10/20/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 10.50 | 7.62 | -1.14 | 2.46 | 4.91 | 4.24 | … | … | 12.36 | -0.15 | 1.78 | 8.92 | -31.30 | 34.26 | -16.06 | 27.80 | -5.66 | 8.53 | 5.84 | 1.65 | 28.08 | 1.85 | 16.51 | 7.55 | 23.12 | 29.63 | -36.30 | -15.51 | 36.21 | 14.26 | 35.34 | 6.94 |
| Sharpe Ratio | NA | 0.58 | 0.31 | -0.16 | 0.04 | NA | NA | … | … | 2.10 | -0.18 | -0.12 | 0.27 | -1.23 | 2.10 | -0.37 | 2.14 | -0.45 | 0.84 | 0.35 | 0.10 | 2.64 | 0.12 | 1.22 | 0.26 | 0.89 | 0.48 | -0.53 | -0.75 | 2.37 | 0.82 | 2.13 | 4.37 |
| Standard Deviation(%) | NA | 13.04 | 16.48 | 19.42 | 21.30 | NA | NA | … | … | 14.14 | 16.54 | 15.90 | 19.74 | 26.78 | 16.30 | 43.91 | 12.29 | 15.63 | 9.43 | 16.30 | 16.51 | 10.62 | 15.02 | 13.56 | 28.68 | 25.75 | 61.30 | 69.63 | 24.93 | 13.91 | 14.68 | 16.09 | 9.06 |
| Draw Down(%) | NA | 8.50 | 17.63 | 39.84 | 42.41 | NA | NA | … | … | 8.50 | 14.53 | 11.43 | 22.25 | 32.26 | 7.01 | 42.41 | 5.95 | 12.64 | 5.44 | 14.28 | 16.04 | 7.19 | 17.05 | 9.24 | 21.98 | 16.19 | 38.11 | 60.74 | 27.13 | 8.14 | 10.56 | 17.23 | 2.50 |
| Yield(%) | 0.00 | 5.19 | 4.52 | 2.37 | 4.58 | 6.24 | 5.26 | … | … | 0.00 | 5.81 | 4.32 | 3.40 | 0.73 | 1.22 | 1.30 | 10.73 | 6.64 | 6.11 | 15.10 | 14.57 | 5.89 | 12.62 | 9.58 | 0.82 | 2.24 | 2.79 | 2.20 | 17.44 | 15.19 | 6.92 | 4.77 | 0.75 |
Data as of 06/04/2026, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) |
-22.74%
Feb 2006 – Feb 2009 |
-6.20%
Mar 2004 – Mar 2009 |
1.42%
Jan 2015 – Jan 2025 |
3.37%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) |
38.06%
Feb 2009 – Feb 2012 |
26.29%
Feb 2009 – Feb 2014 |
16.74%
Feb 2009 – Feb 2019 |
10.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart