Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) | 2.25% | 1.88% | -3.76% | 0.98% | 2.04% | 5.15% | 4.39% | 6.54% |
Data as of 07/25/2025, AR inception is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REINX (INVESCO REAL ESTATE FUND INVESTOR CLASS) | 10/20/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 1.88 | -3.76 | 0.98 | 2.04 | 5.15 | 4.39 | 6.54 | 2.25 | -0.24 | 7.58 | -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 | -0.07 | -0.35 | -0.04 | 0.03 | NA | NA | 0.19 | 0.05 | -0.43 | 0.17 | -1.22 | 2.10 | -0.37 | 2.15 | -0.45 | 0.84 | 0.35 | 0.10 | 2.64 | 0.12 | 1.22 | 0.26 | 0.89 | 0.48 | -0.53 | -0.75 | 2.38 | 0.82 | 2.14 | 4.37 |
| Standard Deviation(%) | NA | 17.59 | 20.39 | 19.99 | 21.57 | NA | NA | 27.71 | 19.18 | 16.05 | 19.55 | 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 | 19.27 | 33.87 | 39.84 | 42.41 | NA | NA | 70.57 | 14.53 | 12.69 | 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 | 1.71 | 1.52 | 1.55 | 5.18 | 6.83 | 5.83 | 8.76 | 0.52 | 2.28 | 2.15 | 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 07/25/2025, AR inception 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 |
1.09%
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 |
10.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart