Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SARBX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS B) | NA | 8.03% | 1.96% | 4.19% | 4.36% | NA | NA | -2.51% |
Data as of 01/26/2018, AR inception is 03/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SARBX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS B) | 03/15/2007 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 8.03 | 1.96 | 4.19 | 4.36 | NA | NA | -2.51 | 0.88 | 7.96 | 4.18 | -2.15 | 13.43 | -0.89 | 17.14 | 2.84 | 18.10 | 33.03 | -33.06 | -50.95 |
| Sharpe Ratio | NA | 1.50 | 0.21 | 0.53 | 0.21 | NA | NA | -0.10 | 2.28 | 1.50 | 0.42 | -0.26 | 2.46 | -0.12 | 1.15 | 0.20 | 1.22 | 0.86 | -0.78 | -0.96 |
| Standard Deviation(%) | NA | 4.91 | 7.80 | 7.43 | 20.53 | NA | NA | 26.36 | 5.30 | 4.90 | 9.46 | 8.38 | 5.46 | 7.89 | 14.95 | 13.83 | 14.76 | 38.12 | 43.30 | 64.28 |
| Draw Down(%) | NA | 2.92 | 11.25 | 12.01 | 55.37 | NA | NA | 76.54 | 1.10 | 2.92 | 8.94 | 10.03 | 5.00 | 12.01 | 13.00 | 13.27 | 9.27 | 27.44 | 54.41 | 52.22 |
| Yield(%) | 0.00 | 2.82 | 3.43 | 3.91 | 3.66 | 1.23 | 0.92 | 1.85 | 0.00 | 2.83 | 3.76 | 4.62 | 4.33 | 4.64 | 5.83 | 3.41 | 3.59 | 3.23 | 2.96 | 0.00 |
Data as of 01/26/2018, AR inception is 03/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SARBX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS B) |
-22.79%
May 2007 - May 2010 |
-11.19%
May 2007 - May 2012 |
-3.10%
Apr 2007 - Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SARBX (INVESCO GLOBAL REAL ESTATE INCOME FUND CLASS B) |
29.10%
Feb 2009 - Feb 2012 |
19.90%
Feb 2009 - Feb 2014 |
4.60%
Dec 2007 - Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart