Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) | 5.27% | 8.28% | -1.89% | -0.21% | 0.40% | 3.84% | 2.81% | 2.99% |
Data as of 07/02/2025, AR inception is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) | 05/18/2005 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 8.28 | -1.89 | -0.21 | 0.40 | 3.84 | 2.81 | 2.99 | 5.27 | -2.03 | 8.34 | -32.22 | 24.95 | -15.02 | 22.16 | -6.47 | 12.37 | 1.40 | -1.86 | 13.79 | 2.12 | 27.44 | -7.33 | 16.68 | 30.34 | -44.96 | -5.99 | 40.62 | 15.62 |
| Sharpe Ratio | NA | 0.31 | -0.33 | -0.10 | -0.06 | NA | NA | 0.08 | 0.34 | -0.60 | 0.24 | -1.44 | 2.05 | -0.42 | 2.28 | -0.66 | 1.58 | 0.08 | -0.14 | 1.54 | 0.15 | 2.10 | -0.29 | 0.80 | 0.75 | -0.90 | -0.41 | 3.22 | 2.42 |
| Standard Deviation(%) | NA | 15.74 | 18.25 | 17.29 | 18.12 | NA | NA | 22.06 | 17.85 | 14.39 | 17.07 | 23.35 | 12.15 | 36.26 | 9.10 | 11.90 | 7.46 | 14.67 | 13.95 | 8.94 | 13.53 | 13.14 | 25.40 | 20.77 | 40.26 | 50.93 | 22.16 | 11.65 | 9.84 |
| Draw Down(%) | NA | 18.58 | 31.39 | 39.81 | 41.91 | NA | NA | 69.45 | 12.99 | 12.67 | 21.05 | 33.42 | 6.63 | 41.91 | 4.91 | 11.08 | 4.11 | 12.98 | 14.72 | 7.78 | 15.29 | 9.15 | 23.55 | 14.10 | 36.00 | 60.42 | 19.05 | 8.84 | 6.10 |
| Yield(%) | 0.00 | 1.37 | 1.35 | 1.82 | 3.54 | 4.65 | 4.02 | 4.17 | 0.55 | 1.55 | 1.68 | 1.57 | 2.70 | 1.46 | 12.17 | 9.36 | 2.66 | 3.55 | 1.49 | 2.56 | 1.82 | 4.32 | 1.35 | 4.53 | 3.27 | 1.15 | 8.32 | 5.19 | 1.19 |
Data as of 07/02/2025, AR inception is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) |
-21.22%
Feb 2006 - Feb 2009 |
-6.14%
May 2007 - May 2012 |
-0.89%
Oct 2013 - Oct 2023 |
-0.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R) |
28.90%
Feb 2009 - Feb 2012 |
21.14%
Feb 2009 - Feb 2014 |
12.70%
Feb 2009 - Feb 2019 |
6.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart